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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Cornerstone Wealth Management
Missouri
$222K +$37.8K +367 +19%
GA
1977
Goldstein Advisors
Wisconsin
$221K -$26.5K -258 -10%
GAM
1978
Gould Asset Management
California
$221K – – –
JWM
1979
Jeppson Wealth Management
California
$221K +$10.3K +100 +5%
GIA
1980
GHP Investment Advisors
Colorado
$221K +$3.19K +31 +1%
EWM
1981
Endowment Wealth Management
Wisconsin
$221K +$15.3K +149 +7%
LFS
1982
Legacy Financial Strategies
Kansas
$221K -$617 -6 -0.3%
CIG
1983
Cascade Investment Group
Colorado
$220K -$10.3K -100 -4%
BEW
1984
Burton Enright Welch
California
$220K +$1.54K +15 +0.7%
DLG
1985
Daniel L. Goodwin
$220K – – –
ML
1986
McAdam LLC
Pennsylvania
$219K +$17.9K +174 +8%
HFS
1987
Howard Financial Services
Texas
$219K +$235K +2,289 New
WPC
1988
White Pine Capital
Minnesota
$219K – – –
MIA
1989
Milestone Investment Advisors
Wisconsin
$218K +$235K +2,285 New
CIA
1990
Compass Ion Advisors
Pennsylvania
$218K +$34.3K +333 +17%
PCA
1991
Prosperity Capital Advisors
Ohio
$217K +$233K +2,266 New
BFA
1992
Bill Few Associates
Pennsylvania
$217K – – –
AWAG
1993
ARS Wealth Advisors Group
Florida
$215K -$5.35K -52 -2%
ODG
1994
O'Dell Group
Ohio
$215K +$206 +2 +0.1%
BMWM
1995
Brown Miller Wealth Management
Virginia
$215K +$4.11K +40 +2%
CRWM
1996
Castle Rock Wealth Management
California
$214K – – –
TWP
1997
Tempus Wealth Planning
California
$214K – – –
TA
1998
Townsend & Associates
Colorado
$214K – – –
GIM
1999
Goelzer Investment Management
Indiana
$214K -$12.7K -123 -5%
1WA
2000
180 Wealth Advisors
Washington
$213K -$13.4K -130 -6%
78 79
80
81 82