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Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
1976
LWM Advisory Services
Florida
$233K +$252K +2,481 New
CTA
1977
Chesley Taft & Associates
Illinois
$233K – – –
PWMG
1978
Prestige Wealth Management Group
New Jersey
$233K -$509 -5 -0.2%
WDG
1979
Wealth Dimensions Group
Ohio
$233K +$4.68K +46 +2%
KA
1980
Kovack Advisors
Florida
$232K +$49.4K +486 +25%
UAM
1981
Unison Asset Management
Florida
$232K – – –
APW
1982
Austin Private Wealth
Texas
$231K +$261K +2,562 New
USWIA
1983
UP Strategic Wealth Investment Advisors
Pennsylvania
$231K – – –
FAFN
1984
First Affirmative Financial Network
Colorado
$231K -$69.4K -682 -22%
RWI
1985
Red Wave Investments
Pennsylvania
$231K +$1.93K +19 +0.8%
CPSAC
1986
Chas P. Smith & Associates (CPS)
Florida
$231K +$15.3K +150 +7%
SWM
1987
SeaCrest Wealth Management
New York
$231K -$14.1K -139 -5%
SI
1988
Seeds Investor
New York
$230K +$249K +2,451 New
NRC
1989
New Republic Capital
North Carolina
$230K -$77.1K -758 -24%
PHAM
1990
Palisades Hudson Asset Management
Florida
$230K – – –
KWAG
1991
Kiely Wealth Advisory Group
North Carolina
$230K – – –
SIC
1992
SJS Investment Consulting
Ohio
$230K -$509 -5 -0.2%
CAL
1993
Capital Advisors Ltd
Ohio
$228K -$36.7K -361 -13%
WOC
1994
West Oak Capital
California
$228K – – –
FFA
1995
Founders Financial Alliance
North Carolina
$228K -$104K -1,018 -30%
LIA
1996
LBMC Investment Advisors
Tennessee
$227K +$49.6K +488 +25%
SCI
1997
S&CO Inc
Massachusetts
$227K – – –
S
1998
Sachetta
Massachusetts
$227K – – –
MFC
1999
Mechanics Financial Corp
Ohio
$226K – – –
CIG
2000
Cairn Investment Group
Washington
$226K – – –
78 79
80
81 82