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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1976
WealthShield Partners
North Carolina
$9.94M -$1.03M -7,493 -9%
KFBMI
1977
Kentucky Farm Bureau Mutual Insurance
Kentucky
$9.94M -$10.5M -76,000 -51%
WF
1978
Wayfinding Financial
Washington
$9.94M -$1.28M -9,315 -11%
HKIM
1979
Hayek Kallen Investment Management
Alabama
$9.92M -$554K -4,019 -5%
SICM
1980
Sustainable Insight Capital Management
New York
$9.92M +$5.61M +40,694 +123%
TCPG
1981
Trivant Custom Portfolio Group
California
$9.92M -$194K -1,408 -2%
WAAG
1982
Wealth Alliance Advisory Group
Kansas
$9.91M -$184K -1,333 -2%
RMC
1983
Resources Management Corp
Connecticut
$9.9M -$214K -1,552 -2%
PCA
1984
Providence Capital Advisors
North Carolina
$9.89M -$217K -1,574 -2%
MCC
1985
Money Concepts Capital
Florida
$9.88M -$482K -3,496 -5%
HNB
1986
Hilltop National Bank
Wyoming
$9.87M -$252K -1,830 -2%
PWG
1987
Portside Wealth Group
Utah
$9.86M +$1.02M +7,408 +11%
DWM
1988
Destination Wealth Management
California
$9.84M +$447K +3,246 +5%
PTP
1989
Platform Technology Partners
New York
$9.84M +$29.4K +213 +0.3%
VWM
1990
VCI Wealth Management
Missouri
$9.83M -$839K -6,088 -8%
JWM
1991
Jacksonville Wealth Management
Florida
$9.82M +$10.1M +73,138 New
PFM
1992
Privium Fund Management
Netherlands
$9.8M – – –
MAWCM
1993
Mine & Arao Wealth Creation & Management
California
$9.8M +$319K +2,316 +3%
LA
1994
LVW Advisors
New York
$9.79M +$335K +2,427 +3%
SPC
1995
Stony Point Capital
New York
$9.79M – – –
MCA
1996
Martin Capital Advisors
Texas
$9.77M +$2.27M +16,450 +29%
WA
1997
Wealth Alliance
New York
$9.75M -$261K -1,895 -3%
NB
1998
NBT Bank
New York
$9.74M -$208K -1,506 -2%
AIM
1999
Anchor Investment Management
South Carolina
$9.74M +$955K +6,930 +11%
RWS
2000
Resolute Wealth Strategies
Mississippi
$9.72M -$855K -6,202 -8%
78 79
80
81 82