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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1976
Copperwynd Financial
Arizona
$628K +$18.3K +304 +3%
SFG
1977
Sowa Financial Group
Rhode Island
$627K +$616K +10,216 New
PIA
1978
Pinion Investment Advisors
Kansas
$626K +$23.3K +386 +4%
AWE
1979
Avidian Wealth Enterprises
Texas
$625K +$258K +4,276 +72%
CCG
1980
Chatham Capital Group
Georgia
$624K +$71K +1,177 +13%
GBBWRPM
1981
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$618K -$31.9K -529 -5%
RAM
1982
Redmond Asset Management
Virginia
$618K +$608K +10,079 New
PCTC
1983
Perkins Coie Trust Company
Washington
$617K -$125K -2,075 -17%
FC
1984
Financial Consulate
Maryland
$617K +$78.1K +1,294 +15%
PIA
1985
Perennial Investment Advisors
California
$617K +$606K +10,050 New
ACM
1986
Ayrshire Capital Management
Connecticut
$615K +$604K +10,009 New
WA
1987
Wealth Architects
California
$614K -$89.3K -1,480 -13%
HIM
1988
Hotaling Investment Management
Pennsylvania
$614K – – –
TH
1989
Timber Hill
Connecticut
$614K +$603K +10,000 New
MCM
1990
McRae Capital Management
New Jersey
$613K +$71.7K +1,188 +14%
CNAM
1991
Campbell Newman Asset Management
Wisconsin
$612K – – –
PFC
1992
Phocas Financial Corp
California
$612K – – –
CS
1993
Capital Square
Tennessee
$606K +$596K +9,875 New
LC
1994
Lindbrook Capital
California
$605K +$23K +382 +4%
AMC
1995
Asset Management Corp
Illinois
$603K +$592K +9,815 New
AFC
1996
AFT Forsyth & Company
Florida
$602K – – –
FWM
1997
Foresight Wealth Management
Utah
$601K +$422 +7 +0.1%
SAG
1998
Spotlight Asset Group
Illinois
$601K +$631K +10,461 New
BCA
1999
Berman Capital Advisors
Georgia
$600K +$131K +2,173 +28%
BA
2000
Ballast Advisors
Minnesota
$600K +$589K +9,766 New
78 79
80
81 82