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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1976
Crewe Advisors
Utah
$2.9K -$35.5K -422 -93%
TC
1977
Trust Company
Kansas
$2.73K – – –
CAC
1978
Core Alternative Capital
Georgia
$2.65K – – –
CWM
1979
Cranbrook Wealth Management
Michigan
$2.56K – – –
PS
1980
PayPay Securities
Japan
$2.56K +$252 +3 +11%
CIAS
1981
CBIZ Investment Advisory Services
Ohio
$2.56K +$1.93K +23 +329%
PWA
1982
Principia Wealth Advisory
Texas
$2.39K +$2.35K +28 New
VWA
1983
Valued Wealth Advisors
Utah
$2.22K -$420 -5 -16%
LIA
1984
Luken Investment Analytics
Tennessee
$2.13K – – –
WW
1985
Winnow Wealth
Texas
$2.01K +$2.02K +24 New
ECM
1986
Estabrook Capital Management
New York
$1.79K -$50.4K -600 -97%
CFS
1987
CGC Financial Services
Oregon
$1.71K -$420 -5 -20%
SJIM
1988
St. Johns Investment Management
Florida
$1.45K – – –
PWM
1989
Parkworth Wealth Management
California
$1.45K +$1.43K +17 New
RAM
1990
Riggs Asset Management
Pennsylvania
$1.37K – – –
GFL
1991
Granite FO LLC
New Hampshire
$1.37K – – –
DFA
1992
DHJJ Financial Advisors
Illinois
$1.11K – – –
AP
1993
Aspect Partners
Virginia
$1.02K -$8.41K -100 -89%
JFG
1994
JDM Financial Group
Texas
$1.02K – – –
WTFG
1995
Wood Tarver Financial Group
Idaho
$1K +$1.93K +23 New
NS
1996
NBC Securities
Alabama
$953 -$930K -11,061 -100%
RDFA
1997
Ritter Daniher Financial Advisory
Ohio
$854 – – –
WA
1998
WestEnd Advisors
North Carolina
$854 +$168 +2 +25%
FS
1999
Financially Speaking
Colorado
$854 +$841 +10 New
ICCON
2000
Investment Counsel Company of Nevada
Nevada
$769 +$757 +9 New
78 79
80
81 82