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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1976
Heritage Wealth Management (Arizona)
Arizona
$228K +$236K +2,501 New
LWP
1977
Legacy Wealth Planning
Nevada
$227K -$9.06K -96 -4%
WIA
1978
World Investment Advisors
California
$226K +$2.92K +31 +1%
BAM
1979
Boyar Asset Management
New York
$226K +$27.4K +290 +13%
SPWM
1980
Schrum Private Wealth Management
Florida
$225K -$4.72K -50 -2%
RFN
1981
Redwood Financial Network
Ohio
$225K +$233K +2,469 New
LG
1982
LaFleur & Godfrey
Michigan
$225K +$233K +2,472 New
CIC
1983
Chilton Investment Company
Connecticut
$225K +$234K +2,475 New
OPCM
1984
Osborne Partners Capital Management
California
$224K -$19.5K -207 -8%
WPWM
1985
Western Pacific Wealth Management
Illinois
$224K -$189 -2 -0.1%
ACM
1986
AUA Capital Management
Pennsylvania
$224K +$1.6K +17 +0.7%
BAAM
1987
Baker Avenue Asset Management
California
$224K +$21.4K +227 +10%
IRC
1988
Investors Research Corp
Georgia
$223K +$2.64K +28 +1%
SG
1989
Stonnington Group
California
$222K -$243K -2,578 -48%
CCP
1990
Clarkston Capital Partners
Michigan
$222K +$2.74K +29 +1%
KCFA
1991
Key Client Fiduciary Advisors
New Jersey
$221K -$11.8K -125 -5%
NA
1992
Nottingham Advisors
New York
$221K +$1.6K +17 +0.7%
WWM
1993
Wolff Wiese Magana
California
$221K +$3.3K +35 +1%
VWM
1994
Vigilare Wealth Management
Arizona
$220K -$141K -1,490 -38%
HTHT
1995
Hemenway Trust Hemenway Trust
New Hampshire
$220K -$48.9K -518 -18%
GJCM
1996
Grand Jean Capital Management
California
$220K +$283 +3 +0.1%
BDFN
1997
Bond & Devick Financial Network
Minnesota
$220K +$28.3K +300 +14%
GD
1998
Grandfield & Dodd
New York
$220K +$227K +2,410 New
FA
1999
Fermata Advisors
California
$219K -$20.9K -222 -8%
SCA
2000
Sage Capital Advisors
South Dakota
$219K -$4.91K -52 -2%
78 79
80
81 82