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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
1976
GPS Wealth Strategies Group
Colorado
$2.4M -$101K -410 -4%
AFG
1977
Atomi Financial Group
New York
$2.4M +$962K +3,902 +73%
DCM
1978
Davidson Capital Management
Texas
$2.4M +$47.1K +191 +2%
HAC
1979
Harbor Advisory Corp
New Hampshire
$2.4M -$126K -510 -5%
CCA
1980
Criterion Capital Advisors
Tennessee
$2.4M +$2.27M +9,209 New
BWG
1981
Boomfish Wealth Group
Georgia
$2.39M +$2.26M +9,173 New
RC
1982
RDST Capital
Washington
$2.38M -$165K -670 -7%
GDP
1983
Great Diamond Partners
Maine
$2.38M -$9.61K -39 -0.4%
FFO
1984
Fiduciary Family Office
Florida
$2.37M +$2.25M +9,109 New
GSWM
1985
Greenup Street Wealth Management
Michigan
$2.37M -$536K -2,176 -19%
SCI
1986
S&CO Inc
Massachusetts
$2.36M +$24.6K +100 +1%
WCM
1987
Weaver Capital Management
Georgia
$2.35M +$2.23M +9,029 New
LD
1988
Lipe & Dalton
New York
$2.35M -$24.6K -100 -1%
KCM
1989
Kathmere Capital Management
Pennsylvania
$2.35M -$53K -215 -2%
BAM
1990
Byrne Asset Management
New Jersey
$2.34M -$32.5K -132 -1%
CT
1991
Columbia Trust
Oregon
$2.34M +$278K +1,128 +14%
LPT
1992
Legacy Private Trust
Wisconsin
$2.33M -$20K -81 -0.9%
VT
1993
Vise Technologies
New York
$2.31M -$23.2K -94 -1%
OC
1994
Oakworth Capital
Alabama
$2.31M +$84K +341 +4%
WAG
1995
Winthrop Advisory Group
Massachusetts
$2.3M +$564K +2,289 +35%
AW
1996
Alaethes Wealth
Nevada
$2.3M +$9.12K +37 +0.4%
BB
1997
Bell Bank
North Dakota
$2.3M -$38K -154 -2%
FWM
1998
ForthRight Wealth Management
Georgia
$2.29M -$236K -956 -10%
CA
1999
Callahan Advisors
Texas
$2.29M +$12.1K +49 +0.6%
TNAM
2000
Terra Nova Asset Management
New York
$2.29M -$99.8K -405 -4%
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80
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