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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1976
Lake Street Private Wealth
Illinois
$204K +$934 +5 +0.5%
IAS
1977
Integrity Advisory Solutions
Texas
$204K +$207K +1,110 New
M1FG
1978
Mach-1 Financial Group
Arkansas
$204K +$207K +1,110 New
NCFG
1979
New Century Financial Group
New Jersey
$203K -$248K -1,330 -55%
MIP
1980
Marietta Investment Partners
Wisconsin
$203K +$5.6K +30 +3%
SWG
1981
Summit Wealth Group
Vermont
$202K – – –
VAF
1982
Values Added Financial
District of Columbia
$202K +$14.9K +80 +8%
WIM
1983
Warwick Investment Management
Texas
$202K +$205K +1,100 New
ABTD
1984
Arvest Bank Trust Division
Oklahoma
$201K +$204K +1,090 New
DWM
1985
Destination Wealth Management
California
$197K +$10.3K +55 +5%
RA
1986
Rise Advisors
New York
$197K +$26.1K +140 +15%
MLM
1987
Mount Lucas Management
Pennsylvania
$195K -$14.9K -80 -7%
BCWM
1988
Bartlett & Co Wealth Management
Ohio
$195K +$17.7K +95 +10%
TPBG
1989
Turning Point Benefit Group
Maryland
$194K +$199K +1,065 New
M
1990
MOTCO
Texas
$193K +$22.4K +120 +13%
TFA
1991
Toth Financial Advisory
Virginia
$189K -$574K -3,075 -75%
RFP
1992
Root Financial Partners
California
$188K +$191K +1,020 New
CA
1993
CoreCap Advisors
Michigan
$187K -$93.4K -500 -33%
DPW
1994
DiNuzzo Private Wealth
Pennsylvania
$185K – – –
FCT
1995
Family Capital Trust
Massachusetts
$185K +$188K +1,005 New
CFFP
1996
Center for Financial Planning
Michigan
$182K – – –
OP
1997
ORG Partners
Indiana
$177K +$29K +155 +19%
MCM
1998
Manchester Capital Management
Vermont
$173K -$190K -1,015 -52%
NC
1999
North Capital
Utah
$172K +$934 +5 +0.5%
HWA
2000
Heartwood Wealth Advisors
Virginia
$171K +$174K +930 New
78 79
80
81 82