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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Focused Wealth Management
New York
$288K -$92.6K -6,920 -24%
WA
1977
WP Advisors
California
$288K – – –
CFG
1978
CKW Financial Group
Hawaii
$288K +$536 +40 +0.2%
AS
1979
Altshuler Shaham
Israel
$288K +$167K +12,440 +129%
WBG
1980
Wharton Business Group
Pennsylvania
$287K – – –
SFG
1981
Sunburst Financial Group
Alabama
$287K +$20.4K +1,520 +7%
KCM
1982
Kanawha Capital Management
Virginia
$286K -$23K -1,720 -7%
CA
1983
Corrado Advisors
New Jersey
$285K -$56.2K -4,200 -16%
PFG
1984
Piershale Financial Group
Illinois
$284K +$1.61K +120 +0.6%
SAM
1985
SignalPoint Asset Management
Missouri
$282K +$10.7K +800 +4%
RA
1986
RFG Advisory
Alabama
$281K -$5.36K -400 -2%
AA
1987
AF Advisors
California
$281K – – –
SIAP
1988
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$280K -$69.1K -5,160 -19%
HAS
1989
HBW Advisory Services
California
$279K +$287K +21,400 New
CWG
1990
Cornerstone Wealth Group
North Carolina
$277K -$1.31M -98,000 -82%
SGK
1991
Steigerwald Gordon & Koch
Virginia
$277K +$14.5K +1,080 +5%
WCG
1992
Weaver Consulting Group
California
$276K +$16.6K +1,240 +6%
ONST
1993
Old North State Trust
North Carolina
$275K +$223K +16,680 +383%
WIA
1994
World Investment Advisors
California
$275K +$246K +18,360 New
MSFP
1995
Mark Sheptoff Financial Planning
Connecticut
$274K -$80.3K -6,000 -22%
TA
1996
TruWealth Advisors
Louisiana
$274K +$281K +21,000 New
VBCG
1997
Valley Brook Capital Group
Pennsylvania
$274K +$281K +21,000 New
SLA
1998
Silver Lake Advisory
Utah
$273K – – –
GGS
1999
Galvin Gaustad & Stein
Arizona
$272K +$278K +20,800 New
ACM
2000
Anfield Capital Management
California
$271K +$278K +20,760 New
78 79
80
81 82