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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1976
Fermata Advisors
California
$233K +$6.93K +67 +3%
AM
1977
AGF Management
Ontario, Canada
$232K -$3K -29 -1%
WCA
1978
Westover Capital Advisors
Delaware
$232K – – –
OWA
1979
ORBA Wealth Advisors
Illinois
$231K -$6.51K -63 -3%
PHAM
1980
Palisades Hudson Asset Management
Florida
$231K – – –
AFA
1981
Allium Financial Advisors
Oregon
$229K +$241K +2,336 New
NME
1982
Notis-McConarty Edward
$228K -$18.6K -180 -7%
PCG
1983
Prosperity Consulting Group
Maryland
$228K -$4.34K -42 -2%
GWP
1984
Gen-Wealth Partners
Michigan
$227K +$1.45K +14 +0.6%
SRC
1985
Sage Rhino Capital
California
$227K +$3.1K +30 +1%
CFC
1986
Coyle Financial Counsel
Illinois
$227K -$58.6K -567 -20%
CFM
1987
Coronation Fund Managers
South Africa
$227K -$3M -28,981 -93%
SWM
1988
Seed Wealth Management
Illinois
$227K – – –
BWL
1989
Bogart Wealth LLC
Virginia
$227K +$10.3K +100 +5%
FBFS
1990
First Business Financial Services
Wisconsin
$226K -$4.96K -48 -2%
SPWG
1991
Syntegra Private Wealth Group
Missouri
$226K +$4.45K +43 +2%
CCM
1992
Cohen Capital Management
California
$226K – – –
FFA
1993
Florida Financial Advisors
Florida
$226K +$238K +2,304 New
RWM
1994
Revisor Wealth Management
Ohio
$226K +$238K +2,300 New
LFP
1995
Lakeshore Financial Planning
Michigan
$225K +$310 +3 +0.1%
GWM
1996
GK Wealth Management
Nevada
$225K +$237K +2,292 New
KC
1997
Kinloch Capital
Virginia
$225K +$6.93K +67 +3%
PSFG
1998
Park Square Financial Group
Georgia
$224K +$517 +5 +0.2%
HCA
1999
Horan Capital Advisors
Ohio
$224K +$5.79K +56 +3%
RRA
2000
Round Rock Advisors
Connecticut
$224K +$236K +2,286 New
78 79
80
81 82