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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1976
Frank Rimerman Advisors
California
$13M +$477K +2,623 +4%
FFS
1977
Founders Financial Securities
Maryland
$13M -$1.87M -10,296 -12%
SP
1978
Stablepoint Partners
Massachusetts
$13M +$2.02M +11,134 +17%
FCFC
1979
First Commonwealth Financial Corp
Pennsylvania
$13M +$1.19M +6,553 +9%
UF
1980
Univest Financial
Pennsylvania
$13M +$565K +3,105 +4%
MAM
1981
Meeder Asset Management
Ohio
$13M +$8.78M +48,312 +176%
GMA
1982
Glassy Mountain Advisors
Maryland
$12.9M -$28.9K -159 -0.2%
CUAMC
1983
China Universal Asset Management Company
China
$12.9M +$7.69M +42,282 +127%
CRIG
1984
Charter Research & Investment Group
Connecticut
$12.9M -$156K -860 -1%
KP
1985
Keel Point
Alabama
$12.9M +$1.7M +9,360 +14%
LAM
1986
L2 Asset Management
Massachusetts
$12.9M +$814K +4,475 +6%
HW
1987
Hedeker Wealth
Illinois
$12.9M +$215K +1,182 +2%
FHC
1988
First Heartland Consultants
Missouri
$12.9M -$654K -3,598 -5%
PCMC
1989
Private Capital Management (Colorado)
Colorado
$12.9M +$24.4K +134 +0.2%
APW
1990
Austin Private Wealth
Texas
$12.9M +$654K +3,595 +5%
JF
1991
JSF Financial
California
$12.9M +$29.1K +160 +0.2%
WA
1992
WBH Advisory
Maryland
$12.9M +$1.42M +7,805 +12%
BIM
1993
Baldwin Investment Management
Pennsylvania
$12.8M +$772K +4,246 +6%
PWA
1994
Physician Wealth Advisors
Utah
$12.8M +$74K +407 +0.5%
SFA
1995
Souders Financial Advisors
Ohio
$12.8M +$721K +3,966 +6%
RCA
1996
Resonant Capital Advisors
Wisconsin
$12.8M +$514K +2,829 +4%
TWM
1997
TriaGen Wealth Management
California
$12.8M -$376K -2,068 -3%
AIS
1998
American Investment Services
Massachusetts
$12.8M +$10.4K +57 +0.1%
QWP
1999
Quotient Wealth Partners
Texas
$12.8M -$1.26M -6,935 -9%
MP
2000
McDonald Partners
Ohio
$12.8M -$369K -2,028 -3%
78 79
80
81 82