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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1976
Goldstone Financial Group
Illinois
$594K +$50.8K +1,220 +10%
CW
1977
Code Waechter
Florida
$592K +$543K +13,046 New
CH
1978
Cromwell Holdings
Wyoming
$590K -$2.75K -66 -0.5%
CHAM
1979
Clear Harbor Asset Management
Connecticut
$589K +$5.04K +121 +0.9%
BBW
1980
Blue Barn Wealth
Utah
$587K +$96.2K +2,312 +22%
TMWM
1981
Taylor & Morgan Wealth Management
Michigan
$585K +$833 +20 +0.2%
QCIG
1982
Quad-Cities Investment Group
Iowa
$584K -$78.8K -1,893 -13%
OFS
1983
OMC Financial Services
New York
$583K -$16.2K -388 -3%
AGA
1984
Accuvest Global Advisors
Utah
$581K +$533K +12,807 New
TYCC
1985
Texas Yale Capital Corp
Florida
$580K -$325K -7,796 -38%
AWS
1986
Arkfeld Wealth Strategies
Nebraska
$579K +$59.3K +1,424 +12%
PWM
1987
PBMares Wealth Management
Virginia
$578K -$32.9K -790 -6%
GIM
1988
Grassi Investment Management
California
$578K -$20.6K -494 -4%
BSTWA
1989
Blake Schutter Theil Wealth Advisors
Ohio
$578K -$4.58K -110 -0.9%
TSMHT
1990
Thurston Springer Miller Herd & Titak
Indiana
$577K +$134K +3,221 +34%
VIPI
1991
Vista Investment Partners II
Indiana
$577K -$3.96K -95 -0.7%
SAF
1992
Smith Anglin Financial
Texas
$576K +$20.8K +499 +4%
MCM
1993
Maple Capital Management
Vermont
$575K -$4.25K -102 -0.8%
NAMP
1994
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$574K – – –
3IP
1995
3Chopt Investment Partners
Virginia
$573K -$367K -8,806 -41%
EWA
1996
Encompass Wealth Advisors
Oregon
$573K +$2.12K +51 +0.4%
I2I
1997
Insight 2811 Inc
Illinois
$572K -$13.5K -325 -3%
SIM
1998
Sentry Investment Management
Wisconsin
$569K -$166K -3,990 -23%
GPA
1999
Garrison Point Advisors
California
$569K -$15.7K -376 -3%
TIM
2000
Tevis Investment Management
Texas
$568K – – –
78 79
80
81 82