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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1976
Global Strategic Investment Solutions
Arizona
$621K +$127K +408 +31%
LP
1977
Lloyd Park
Illinois
$620K – – –
SCM
1978
SOL Capital Management
Maryland
$620K – – –
WI
1979
Wintrust Investments
Illinois
$617K +$22.4K +72 +4%
CCM
1980
Canal Capital Management
Virginia
$617K +$101K +324 +23%
GWAG
1981
Garrett Wealth Advisory Group
Texas
$616K -$297K -954 -36%
WA
1982
WealthTrust Axiom
Pennsylvania
$616K -$934 -3 -0.2%
EL
1983
Essex LLC
Illinois
$615K -$934 -3 -0.2%
PHIMC
1984
Private Harbour Investment Management & Counsel
Ohio
$614K -$31.8K -102 -6%
TFA
1985
Triad Financial Advisors
North Carolina
$614K +$46.7K +150 +10%
HFS
1986
HBC Financial Services
Washington
$613K – – –
BC
1987
Brio Consultants
California
$610K – – –
ANBT
1988
American National Bank & Trust
Texas
$609K +$103K +330 +24%
CWM
1989
Connecticut Wealth Management
Connecticut
$608K -$475K -1,524 -47%
ST
1990
Sentinel Trust
Texas
$608K -$355K -1,140 -40%
KTC
1991
Kistler-Tiffany Companies
Pennsylvania
$608K -$9.34K -30 -2%
NC
1992
NovaPoint Capital
Georgia
$607K +$50.5K +162 +11%
FFWA
1993
FRG Family Wealth Advisors
Washington
$606K +$29K +93 +6%
HC
1994
HNP Capital
New York
$605K – – –
FWI
1995
Facet Wealth Inc
Maryland
$604K +$15.9K +51 +3%
NL
1996
Navalign LLC
California
$603K -$24.3K -78 -4%
GB
1997
Goepper Burkhardt
South Carolina
$603K – – –
KW
1998
KWB Wealth
California
$601K – – –
ATPW
1999
Ashton Thomas Private Wealth
Arizona
$600K +$121K +387 +30%
WWA
2000
WC Walker & Associates
California
$600K +$17.8K +57 +3%
78 79
80
81 82