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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1976
Wexford Capital
Florida
$255K +$6.25K +60 +3%
HCA
1977
Harbour Capital Advisors
Virginia
$254K – – –
RI
1978
Ridgewood Investments
New Jersey
$254K -$287K -2,760 -53%
TFP
1979
Tilia Fiduciary Partners
North Carolina
$254K -$31.2K -300 -11%
CSIA
1980
Charles Schwab Investment Advisory
California
$254K -$4.89K -47 -2%
WP
1981
WealthSource Partners
California
$254K -$289K -2,775 -53%
NRS
1982
Neville Rodie & Shaw
New York
$253K – – –
GJCM
1983
Grand Jean Capital Management
California
$253K +$208 +2 +0.1%
LA
1984
LexAurum Advisors
Kansas
$253K +$8.54K +82 +3%
PWM
1985
PBMares Wealth Management
Virginia
$251K +$208 +2 +0.1%
WWM
1986
Wolff Wiese Magana
California
$251K +$416 +4 +0.2%
HTHT
1987
Hemenway Trust Hemenway Trust
New Hampshire
$250K -$7.49K -72 -3%
YIH
1988
Y-Intercept (HK)
Hong Kong
$250K +$250K +2,402 New
GCMG
1989
Gyroscope Capital Management Group
Florida
$250K +$250K +2,400 New
CG
1990
CFO4Life Group
Texas
$250K -$11.3K -109 -4%
MWA
1991
Martel Wealth Advisors
Washington
$250K +$249K +2,397 New
FAG
1992
Financial Advisory Group
Texas
$249K – – –
NCM
1993
Northside Capital Management
Oregon
$249K +$10.7K +103 +5%
TA
1994
TFB Advisors
Kansas
$248K +$19.4K +186 +8%
SWM
1995
Sugarloaf Wealth Management
Georgia
$248K +$1.77K +17 +0.7%
YWS
1996
Yarger Wealth Strategies
Ohio
$248K +$1.15K +11 +0.5%
WPWM
1997
Western Pacific Wealth Management
Illinois
$248K +$9.89K +95 +4%
BAM
1998
Boyar Asset Management
New York
$247K – – –
EFG
1999
Ethos Financial Group
Pennsylvania
$247K -$183K -1,756 -43%
CBTWT
2000
Community Bank & Trust (Waco, Texas)
Texas
$247K -$2.6K -25 -1%
78 79
80
81 82