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Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
1976
Rice Hall James & Associates
California
$244K – – –
FBFS
1977
First Business Financial Services
Wisconsin
$244K – – –
SAM
1978
Secure Asset Management
Michigan
$244K +$255K +2,461 New
DWM
1979
Darwin Wealth Management
Florida
$244K -$30.3K -292 -11%
BC
1980
Bridgefront Capital
Texas
$244K +$255K +2,460 New
FTC
1981
Farmers Trust Company
Ohio
$244K -$16.9K -163 -6%
OCM
1982
Osterweis Capital Management
California
$243K +$14.5K +140 +6%
CG
1983
CFO4Life Group
Texas
$242K +$5.19K +50 +2%
PCA
1984
Pallas Capital Advisors
Massachusetts
$242K +$4.98K +48 +2%
BCAM
1985
Boston Common Asset Management
Massachusetts
$242K +$19.7K +190 +8%
WWC
1986
Waypoint Wealth Counsel
Georgia
$242K +$17.7K +171 +8%
BWM
1987
Baystate Wealth Management
Massachusetts
$241K -$47.3K -456 -16%
NRS
1988
Neville Rodie & Shaw
New York
$241K – – –
GJCM
1989
Grand Jean Capital Management
California
$241K +$208 +2 +0.1%
RF
1990
Robinswood Financial
Washington
$240K +$252K +2,425 New
BC
1991
Brookfield Corp
Ontario, Canada
$240K -$288K -2,774 -53%
CCA
1992
Cora Capital Advisors
New Jersey
$240K -$28K -270 -10%
TFF
1993
The Family Firm
Maryland
$239K -$18.3K -176 -7%
SLWA
1994
San Luis Wealth Advisors
California
$239K -$42.9K -413 -15%
BW
1995
BIP Wealth
Georgia
$239K -$16.1K -155 -6%
YWS
1996
Yarger Wealth Strategies
Ohio
$239K +$3.22K +31 +1%
HCA
1997
Harbour Capital Advisors
Virginia
$239K -$3.32K -32 -1%
MWA
1998
Martel Wealth Advisors
Washington
$238K +$830 +8 +0.3%
TFP
1999
Tilia Fiduciary Partners
North Carolina
$237K -$4.25K -41 -2%
BWP
2000
Balboa Wealth Partners
Arizona
$237K -$32.8K -316 -12%
78 79
80
81 82