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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
AllSquare Wealth Management
New York
$47.3K – – –
FNWA
1977
Financial Network Wealth Advisors
Utah
$46.7K -$47.5K -605 -50%
BGAI
1978
Bruce G. Allen Investments
Colorado
$46.3K +$3.54K +45 +8%
BCMLT
1979
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.1K -$12.4K -158 -21%
IWM
1980
IMG Wealth Management
Florida
$45.8K +$47.5K +605 New
EI
1981
Ecofi Investissements
France
$45.6K – – –
FMB
1982
Field & Main Bank
Kentucky
$45.4K -$14.9K -190 -24%
WFA
1983
West Financial Advisors
Iowa
$45.4K – – –
WOC
1984
West Oak Capital
California
$45.4K -$12.6K -161 -21%
RTL
1985
Red Tortoise LLC
Georgia
$45.1K – – –
GG
1986
Gleason Group
Kentucky
$44.9K -$126K -1,606 -73%
SIS
1987
Sound Income Strategies
Florida
$44.2K -$5.11K -65 -10%
MVIP
1988
Mar Vista Investment Partners
California
$43.8K – – –
RTC
1989
Riverview Trust Company
Washington
$43.2K -$1.1K -14 -2%
HBW
1990
Hazlett, Burt & Watson
West Virginia
$43K -$1.96K -25 -4%
BOJHT
1991
Bank of Jackson Hole Trust
Wyoming
$42.6K +$44.2K +563 New
MDA
1992
Minot DeBlois Advisors
Massachusetts
$42.4K +$44K +560 New
APW
1993
Aventura Private Wealth
Florida
$41.4K +$43K +547 New
MFT
1994
Moisand Fitzgerald Tamayo
Florida
$40.2K -$79 -1 -0.2%
PFG
1995
Putney Financial Group
California
$39.7K +$41.2K +524 New
WA
1996
WPG Advisers
Maryland
$39.3K +$40.8K +519 New
WI
1997
Wintrust Investments
Illinois
$39K +$15.6K +198 +61%
RDFA
1998
Ritter Daniher Financial Advisory
Ohio
$38.8K +$19.6K +250 +95%
AT
1999
Avalon Trust
New Mexico
$38.6K – – –
PCFFS
2000
Pacific Center for Financial Services
California
$38.3K – – –
78 79
80
81 82