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Name Holding Trade Value Shares
Change 		Change in
Stake
RRCM
1976
Rappaport Reiches Capital Management
Illinois
$255K +$293K +2,205 New
LB
1977
Leo Brokerage
Texas
$255K +$293K +2,200 New
SVWAG
1978
Sound View Wealth Advisors Group
Georgia
$254K -$117K -881 -29%
HWA
1979
Heritage Wealth Advisors
Virginia
$254K -$18.1K -136 -6%
GA
1980
Gateway Advisory
New Jersey
$254K +$150K +1,125 +105%
CAL
1981
Capital Analysts LLC
Pennsylvania
$253K -$1.29M -9,717 -82%
SWA
1982
Sutton Wealth Advisors
Florida
$253K -$2K -15 -0.7%
ZCI
1983
Zevenbergen Capital Investments
Washington
$251K -$26.5M -199,171 -99%
BFO
1984
Biltmore Family Office
North Carolina
$251K -$66.5K -500 -19%
CFA
1985
CWS Financial Advisors
Michigan
$250K +$95.2K +715 +49%
MRCM
1986
M&R Capital Management
New Jersey
$249K -$457K -3,436 -61%
WFA
1987
Wellspring Financial Advisors
Ohio
$249K -$1.73K -13 -0.6%
NB
1988
Northwest Bancshares
Pennsylvania
$248K – – –
GWM
1989
Gray Wealth Management
Maine
$248K +$9.98K +75 +4%
FBT
1990
First Bank & Trust
South Dakota
$247K -$667K -5,011 -70%
MSR
1991
Main Street Research
Connecticut
$247K -$66K -496 -19%
FANJ
1992
Financial Architects (New Jersey)
New Jersey
$247K +$5.99K +45 +2%
CCA
1993
Catalyst Capital Advisors
New York
$246K -$2.44M -18,329 -90%
MA
1994
Modus Advisors
Minnesota
$246K +$107K +801 +60%
FWCM
1995
Ferguson Wellman Capital Management
Oregon
$244K +$19.6K +147 +7%
RT
1996
Rockland Trust
Massachusetts
$243K -$3.86K -29 -1%
FWM
1997
FSA Wealth Management
Massachusetts
$243K – – –
VST
1998
Van Strum & Towne
California
$243K – – –
MPCL
1999
My Personal CFO LLC
Washington
$242K +$5.46K +41 +2%
ASBI
2000
American State Bank (Iowa)
Iowa
$242K +$16K +120 +6%
78 79
80
81 82