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Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
1976
Bender Robert & Associates
California
$250K -$39.3K -742 -14%
SHGA
1977
Sand Hill Global Advisors
California
$250K -$5.4K -102 -2%
CPA
1978
Cowen Prime Advisors
New York
$249K – – –
GGI
1979
Godsey & Gibb Inc
Virginia
$249K +$12.2K +230 +5%
LF
1980
Lee Financial
Texas
$248K -$74.6K -1,410 -23%
RIS
1981
Retirement Income Solutions
Michigan
$248K +$26.3K +496 +12%
MA
1982
Montag & Associates
Georgia
$248K +$246K +4,642 New
JGUA
1983
John G. Ullman & Associates
New York
$247K -$9.69K -183 -4%
KC
1984
KHP Capital
Oklahoma
$247K – – –
MIH
1985
Meitav Investment House
Israel
$245K +$28.8K +545 +13%
VSWA
1986
Vontobel Swiss Wealth Advisors
Switzerland
$244K – – –
OLA
1987
Oliver Luxxe Assets
New Jersey
$244K +$1.43K +27 +0.6%
TCM
1988
Towercrest Capital Management
Pennsylvania
$241K -$3.65K -69 -2%
EPP
1989
ETF Portfolio Partners
Kansas
$240K – – –
HCC
1990
Hirtle Callaghan & Co
Pennsylvania
$240K – – –
WCM
1991
Weatherstone Capital Management
Colorado
$239K +$237K +4,476 New
WAM
1992
Winslow Asset Management
Ohio
$238K +$10.6K +200 +5%
IGGA
1993
Iron Gate Global Advisors
Utah
$235K +$158K +2,978 +210%
NWM
1994
Northwest Wealth Management
Iowa
$234K -$79.7K -1,506 -26%
TPW
1995
Tiller Private Wealth
Pennsylvania
$234K – – –
MMA
1996
Miracle Mile Advisors
California
$234K +$232K +4,376 New
SBL
1997
Sargent Bickham Lagudis
Colorado
$232K -$3.07K -58 -1%
SAM
1998
SP Asset Management
California
$231K +$318 +6 +0.1%
SAM
1999
Smithbridge Asset Management
Pennsylvania
$229K -$68.8K -1,300 -23%
CWA
2000
Cypress Wealth Advisors
California
$229K – – –
78 79
80
81 82