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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1976
RBA Wealth Management
California
$3.41M -$13.1K -268 -0.4%
BIA
1977
Bigelow Investment Advisors
Maine
$3.41M -$80.9K -1,660 -2%
NED
1978
Nancy E. Dempze
$3.4M +$32.4K +664 +1%
LA
1979
Legacy Advisors
Pennsylvania
$3.4M -$3.34M -68,608 -50%
EM
1980
ELCO Management
New York
$3.39M +$125K +2,564 +4%
SCG
1981
Sonata Capital Group
Washington
$3.38M +$147K +3,008 +5%
LMAM
1982
Legg Mason Asset Management
Japan
$3.37M – – –
XWM
1983
Xcel Wealth Management
Florida
$3.36M -$746K -15,320 -18%
WSC
1984
Wellington Shields & Co
New York
$3.35M -$47.4K -972 -1%
ZCI
1985
Zevenbergen Capital Investments
Washington
$3.33M – – –
TCCM
1986
Timber Creek Capital Management
Massachusetts
$3.33M +$10.9K +224 +0.3%
QI
1987
Quilter Investors
United Kingdom
$3.33M -$9.31M -191,024 -74%
SB
1988
Strategic Blueprint
Georgia
$3.33M +$72.3K +1,484 +2%
EGA
1989
E&G Advisors
Texas
$3.31M -$58.3K -1,196 -2%
WAP
1990
Wealthcare Advisory Partners
Pennsylvania
$3.31M +$485K +9,944 +17%
BCM
1991
Boltwood Capital Management
California
$3.3M -$3.9K -80 -0.1%
IA
1992
Independence Advisors
Pennsylvania
$3.3M +$532K +10,928 +20%
CC
1993
Cornerstone Capital
California
$3.29M +$13.6K +280 +0.4%
HFS
1994
Howard Financial Services
Texas
$3.29M +$1.17K +24 +0%
REMPR
1995
Roof Eidam Maycock Peralta (REMP)
California
$3.28M +$1.36K +28 +0%
OFS
1996
OneAscent Financial Services
Alabama
$3.27M +$3.22M +66,032 New
PCP
1997
Proficio Capital Partners
Massachusetts
$3.26M -$3.79M -77,880 -54%
OAM
1998
Occidental Asset Management
California
$3.26M -$969K -19,896 -23%
HHAA
1999
Henry H. Armstrong Associates
Pennsylvania
$3.26M -$46.8K -960 -1%
BEAM
2000
Baker Ellis Asset Management
Washington
$3.25M -$29K -596 -0.9%
78 79
80
81 82