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Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
1976
Round Rock Advisors
Connecticut
$221K +$198K +2,074 New
FIA
1977
Foundations Investment Advisors
Arizona
$221K +$200K +2,091 New
FMN
1978
Financial Management Network
California
$221K +$200K +2,092 New
AWP
1979
Abacus Wealth Partners
California
$220K +$196K +2,058 New
GIP
1980
Granite Investment Partners
California
$219K +$196K +2,050 New
ACA
1981
Affinity Capital Advisors
California
$218K +$194K +2,036 New
RWB
1982
RMR Wealth Builders
New Jersey
$217K -$106K -1,115 -35%
SSWG
1983
Seven Springs Wealth Group
Tennessee
$217K +$6.01K +63 +3%
OWP
1984
Obermeyer Wealth Partners
Colorado
$217K +$194K +2,032 New
MAM
1985
Marquette Asset Management
Minnesota
$216K – – –
OFW
1986
Omnia Family Wealth
Florida
$215K +$192K +2,012 New
CCM
1987
Crossvault Capital Management
Texas
$215K +$192K +2,008 New
AAM
1988
AR Asset Management
California
$214K +$191K +2,000 New
UIA
1989
UBP Investment Advisors
Switzerland
$214K +$191K +2,000 New
VAM
1990
Veritas Asset Management
United Kingdom
$214K +$191K +2,000 New
SPIO
1991
Seven Post Investment Office
California
$214K +$191K +2,003 New
EWM
1992
EPG Wealth Management
Georgia
$213K +$190K +1,988 New
CWA
1993
Clearview Wealth Advisors
Oregon
$212K +$189K +1,980 New
WAAG
1994
Wealth Alliance Advisory Group
Kansas
$212K +$189K +1,980 New
WCM
1995
WealthBridge Capital Management
Ohio
$212K +$189K +1,980 New
ACM
1996
Anfield Capital Management
California
$212K +$189K +1,983 New
ACM
1997
Allred Capital Management
Texas
$212K +$190K +1,991 New
MWM
1998
Mattern Wealth Management
Kansas
$211K -$65.9K -690 -26%
TSS
1999
Two Sigma Securities
New York
$210K -$811K -8,499 -81%
AWM
2000
Adams Wealth Management
Utah
$210K -$12.5K -131 -6%
78 79
80
81 82