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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1976
Argent Advisors
Louisiana
$257K +$295K +2,220 New
DOA
1977
D'Orazio & Associates
Virginia
$256K +$16.4K +123 +6%
FFWM
1978
Future Financial Wealth Management
Ohio
$256K +$80.5K +605 +38%
RRCM
1979
Rappaport Reiches Capital Management
Illinois
$255K +$293K +2,205 New
LB
1980
Leo Brokerage
Texas
$255K +$293K +2,200 New
SVWAG
1981
Sound View Wealth Advisors Group
Georgia
$254K -$117K -881 -29%
HWA
1982
Heritage Wealth Advisors
Virginia
$254K -$18.1K -136 -6%
GA
1983
Gateway Advisory
New Jersey
$254K +$150K +1,125 +105%
CAL
1984
Capital Analysts LLC
Pennsylvania
$253K -$1.29M -9,717 -82%
SWA
1985
Sutton Wealth Advisors
Florida
$253K -$2K -15 -0.7%
ZCI
1986
Zevenbergen Capital Investments
Washington
$251K -$26.5M -199,171 -99%
BFO
1987
Biltmore Family Office
North Carolina
$251K -$66.5K -500 -19%
CFA
1988
CWS Financial Advisors
Michigan
$250K +$95.2K +715 +49%
MRCM
1989
M&R Capital Management
New Jersey
$249K -$457K -3,436 -61%
WFA
1990
Wellspring Financial Advisors
Ohio
$249K -$1.73K -13 -0.6%
NB
1991
Northwest Bancshares
Pennsylvania
$248K – – –
GWM
1992
Gray Wealth Management
Maine
$248K +$9.98K +75 +4%
FBT
1993
First Bank & Trust
South Dakota
$247K -$667K -5,011 -70%
MSR
1994
Main Street Research
Connecticut
$247K -$66K -496 -19%
FANJ
1995
Financial Architects (New Jersey)
New Jersey
$247K +$5.99K +45 +2%
CCA
1996
Catalyst Capital Advisors
New York
$246K -$2.44M -18,329 -90%
MA
1997
Modus Advisors
Minnesota
$246K +$107K +801 +60%
FWCM
1998
Ferguson Wellman Capital Management
Oregon
$244K +$19.6K +147 +7%
RT
1999
Rockland Trust
Massachusetts
$243K -$3.86K -29 -1%
FWM
2000
FSA Wealth Management
Massachusetts
$243K – – –
78 79
80
81 82