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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1976
WBH Advisory
Maryland
$1.28M -$325K -1,598 -18%
TWI
1977
Thomas White International
Illinois
$1.28M – – –
PPG
1978
Peak Planning Group
Colorado
$1.28M -$53.1K -261 -3%
LCM
1979
Leisure Capital Management
California
$1.28M +$75.1K +369 +5%
AC
1980
Avestar Capital
New York
$1.28M -$374K -1,836 -20%
SSW
1981
Stone Summit Wealth
Florida
$1.28M +$64.1K +315 +5%
FCM
1982
FJ Capital Management
Virginia
$1.26M -$203K -1,000 -13%
SDWIA
1983
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.26M – – –
PSB
1984
Piscataqua Savings Bank
New Hampshire
$1.25M -$28.9K -142 -2%
I
1985
INVST
Indiana
$1.25M +$703K +3,456 +102%
AC
1986
Aristides Capital
Kentucky
$1.24M – – –
OWA
1987
One Wealth Advisors
California
$1.24M +$399K +1,962 +39%
RWA
1988
Ropes Wealth Advisors
Massachusetts
$1.24M -$137K -674 -9%
HPWM
1989
Highland Private Wealth Management
Washington
$1.24M +$135K +664 +11%
KFS
1990
Kurt F. Somerville
$1.24M – – –
GCP
1991
GSA Capital Partners
United Kingdom
$1.24M +$515K +2,533 +57%
BOC
1992
Barbara Oil Co
Illinois
$1.24M – – –
TC
1993
Trust Company
Kansas
$1.23M +$35.4K +174 +3%
FWA
1994
FOCUS Wealth Advisors
Texas
$1.23M -$8.14K -40 -0.6%
EA
1995
Emerald Advisers
Pennsylvania
$1.23M – – –
MSFS
1996
Main Street Financial Solutions
Pennsylvania
$1.22M +$288K +1,417 +26%
WHC
1997
Wulff, Hansen & Co
California
$1.22M +$47.8K +235 +4%
CB
1998
CNB Bank
Pennsylvania
$1.22M +$103K +504 +8%
DA
1999
DSC Advisors
Illinois
$1.21M +$535K +2,627 +63%
WCF
2000
West Coast Financial
California
$1.21M +$9.36K +46 +0.7%
78 79
80
81 82