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Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1976
Barnes Dennig Private Wealth Management
Ohio
$7.32K – – –
NRG
1977
Nemes Rush Group
Michigan
$7.18K -$3.28K -44 -30%
AWA
1978
American Wealth Advisors
Georgia
$7.1K +$7.6K +102 New
SC
1979
Solstein Capital
California
$7.04K – – –
CB
1980
CNB Bank
Pennsylvania
$6.97K -$68.1K -914 -90%
MFG
1981
Mendota Financial Group
Wisconsin
$6.97K – – –
WBWA
1982
William B. Walkup & Associates
South Carolina
$6.97K – – –
BAM
1983
Byrne Asset Management
New Jersey
$6.97K +$7.45K +100 New
TPBG
1984
Turning Point Benefit Group
Maryland
$6.9K +$6.93K +93 New
DWM
1985
Darwin Wealth Management
Florida
$6.77K – – –
IWM
1986
IMG Wealth Management
Florida
$6.76K – – –
HIMS
1987
Hager Investment Management Services
New Hampshire
$6.69K – – –
1NWS
1988
1 North Wealth Services
Maryland
$6.55K – – –
HFS
1989
Hughes Financial Services
Virginia
$6.45K +$1.12K +15 +16%
CFS
1990
Compass Financial Services
Iowa
$6.33K +$75 +1 +1%
DF
1991
Dunhill Financial
United Kingdom
$6.29K +$2.01K +27 +43%
BFS
1992
Bare Financial Services
Pennsylvania
$6.28K +$4.17K +56 +165%
TFGT
1993
TS Financial Group (TSFG)
Illinois
$6K +$1.49K +20 +30%
DPW
1994
DiNuzzo Private Wealth
Pennsylvania
$5.42K +$2.16K +29 +71%
BGA
1995
Battery Global Advisors
Massachusetts
$5.11K +$75 +1 +1%
FFA
1996
Frazier Financial Advisors
Ohio
$4.95K – – –
HIW
1997
Holos Integrated Wealth
Pennsylvania
$4.89K – – –
HHGA
1998
Halbert Hargrove Global Advisors
California
$4.6K -$24.9K -334 -84%
AP
1999
Aspect Partners
Virginia
$4.6K -$1.64K -22 -25%
SCA
2000
Stuart Chaussee & Associates
California
$4.6K – – –
78 79
80
81 82