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Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
1976
Richmond Investment Services
Wisconsin
$561K +$10.4K +241 +2%
ACM
1977
Aljian Capital Management
Nevada
$561K -$25.4K -586 -4%
EWA
1978
Encompass Wealth Advisors
Oregon
$561K -$476 -11 -0.1%
DWM
1979
Drive Wealth Management
Utah
$560K +$83.6K +1,932 +18%
CCWA
1980
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$559K +$551K +12,730 New
LMKC
1981
L.M. Kohn & Company
Ohio
$559K -$259K -5,986 -32%
VIPI
1982
Vista Investment Partners II
Indiana
$559K +$303 +7 +0.1%
FCAS
1983
First Command Advisory Services
Texas
$557K -$40.2K -929 -7%
VWM
1984
Vigilare Wealth Management
Arizona
$557K -$121K -2,800 -18%
SI
1985
Seeds Investor
New York
$554K -$26.8K -620 -5%
WA
1986
Wealth Architects
California
$552K +$11.9K +274 +2%
SMWM
1987
Silvia McColl Wealth Management
California
$552K – – –
CCM
1988
Charter Capital Management
Wisconsin
$548K -$21.5K -497 -4%
RC
1989
Reik & Co
New York
$548K – – –
OFS
1990
OMC Financial Services
New York
$548K – – –
BM
1991
Berman McAleer
Maryland
$547K +$538K +12,436 New
GPA
1992
Garrison Point Advisors
California
$545K -$6.06K -140 -1%
CA
1993
Crumly & Associates
Illinois
$544K +$189K +4,359 +54%
APW
1994
Austin Private Wealth
Texas
$544K +$31.3K +724 +6%
AF
1995
Aldebaran Financial
$544K -$52.4K -1,210 -9%
NFA
1996
Northern Financial Advisors
Michigan
$544K +$56.2K +1,299 +12%
TIA
1997
Tiemann Investment Advisors
California
$543K +$311K +7,178 +139%
RPC
1998
Rossmore Private Capital
Connecticut
$542K – – –
MCWA
1999
Meadow Creek Wealth Advisors
Georgia
$541K +$5.45K +126 +0.9%
BSA
2000
Bull Street Advisors
Georgia
$541K -$115K -2,655 -18%
78 79
80
81 82