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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1976
EPG Wealth Management
Georgia
$256K +$33.6K +297 +15%
MPM
1977
Meritage Portfolio Management
Kansas
$254K +$257K +2,271 New
MAM
1978
Mastrapasqua Asset Management
Tennessee
$254K +$257K +2,276 New
NWS
1979
Newport Wealth Strategies
California
$252K -$7.69K -68 -3%
SVCP
1980
Silicon Valley Capital Partners
California
$252K +$1.02K +9 +0.4%
KPW
1981
Kore Private Wealth
New York
$252K +$5.77K +51 +2%
PFBT
1982
Parkside Financial Bank & Trust
Missouri
$251K -$9.5K -84 -4%
UBV
1983
United Bank (Virginia)
Virginia
$251K – – –
SHGA
1984
Sand Hill Global Advisors
California
$251K +$254K +2,248 New
AI
1985
AdvisorShares Investments
Maryland
$251K +$254K +2,249 New
EWA
1986
Evolution Wealth Advisors
Florida
$250K -$24.2K -214 -9%
RTC
1987
Riverview Trust Company
Washington
$250K – – –
MIAS
1988
Mason Investment Advisory Services
Virginia
$249K – – –
NFSG
1989
Newbridge Financial Services Group
Florida
$248K +$53.1K +470 +27%
MA
1990
Modus Advisors
Minnesota
$248K +$251K +2,220 New
AIS
1991
AM Investment Strategies
Tennessee
$247K -$1.58K -14 -0.6%
ATFA
1992
All Terrain Financial Advisors
Minnesota
$247K – – –
KF
1993
Krilogy Financial
Missouri
$246K -$22.7K -201 -8%
LWP
1994
Legacy Wealth Planning
Nevada
$246K – – –
SAA
1995
Southeast Asset Advisors
Georgia
$246K +$226 +2 +0.1%
PWM
1996
Prentice Wealth Management
New York
$246K +$47.9K +424 +24%
BAM
1997
Boyar Asset Management
New York
$245K – – –
ATWA
1998
Arbor Trust Wealth Advisors
Michigan
$245K +$28.3K +250 +13%
FMN
1999
Financial Management Network
California
$244K +$113 +1 +0%
WDL
2000
Well Done LLC
Michigan
$244K +$4.41K +39 +2%
78 79
80
81 82