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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1976
Highland Private Wealth Management
Washington
$901K +$109K +594 +15%
WCA
1977
Westover Capital Advisors
Delaware
$900K -$204K -1,116 -19%
BWM
1978
Bernicke Wealth Management
Wisconsin
$899K -$392K -2,148 -32%
CCC
1979
Chelsea Counsel Company
California
$899K +$241K +1,321 +40%
RM
1980
Resource Management
Louisiana
$896K -$3.47K -19 -0.4%
HCM
1981
Horiko Capital Management
New York
$894K – – –
CNBT
1982
Cornerstone National Bank & Trust
Illinois
$891K -$147K -807 -15%
GFPC
1983
Global Financial Private Client
Florida
$890K +$4.93K +27 +0.6%
HFS
1984
Haverford Financial Services
Pennsylvania
$889K – – –
HWM
1985
Howard Wealth Management
Connecticut
$888K -$24.1K -132 -3%
AWM
1986
Atticus Wealth Management
Florida
$888K +$173K +945 +26%
I
1987
IberiaBank
Louisiana
$887K -$78.2K -428 -9%
VC
1988
Vicus Capital
Pennsylvania
$885K +$20.8K +114 +3%
GAB
1989
German American Bancorp
Indiana
$877K -$1.64K -9 -0.2%
WA
1990
Wambolt & Associates
Colorado
$877K +$53.3K +292 +7%
BWA
1991
BDO Wealth Advisors
Florida
$874K -$98.3K -538 -11%
CCB
1992
Cutter & Co Brokerage
Missouri
$871K -$344K -1,884 -29%
C
1993
Certuity
Florida
$869K -$296K -1,619 -26%
BW
1994
Bison Wealth
Georgia
$866K +$68.9K +377 +9%
CCMG
1995
Clark Capital Management Group
Pennsylvania
$864K -$201K -1,101 -20%
FAM
1996
Formidable Asset Management
Ohio
$864K +$38.7K +212 +5%
AWE
1997
Avidian Wealth Enterprises
Texas
$863K +$61.4K +336 +8%
AIC
1998
Ameritas Investment Company
Nebraska
$861K -$646K -3,535 -44%
PK
1999
Pflug Koory
Nebraska
$861K – – –
FC
2000
Forte Capital
New York
$859K +$812K +4,447 New
78 79
80
81 82