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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
1976
Patriot Investment Management Group
Tennessee
$3.33M +$268K +2,220 +10%
RA
1977
RFG Advisory
Alabama
$3.33M +$143K +1,180 +5%
PFBT
1978
Parkside Financial Bank & Trust
Missouri
$3.33M -$79.7K -660 -3%
DC
1979
Diametric Capital
Massachusetts
$3.33M +$1.24M +10,300 +75%
LWM
1980
Laidlaw Wealth Management
New York
$3.32M +$432K +3,580 +17%
AB
1981
Atlas Brown
Kentucky
$3.32M +$442K +3,660 +18%
AAF
1982
Andra AP-fonden
Sweden
$3.31M +$1.69M +14,000 +140%
IG
1983
Inherent Group
New York
$3.31M +$2.9M +24,000 New
IWP
1984
Icon Wealth Partners
Texas
$3.31M +$877K +7,260 +43%
AWM
1985
Aries Wealth Management
Maine
$3.3M -$14.5K -120 -0.5%
PP
1986
Pacifica Partners
Canada
$3.3M -$389K -3,220 -12%
BMC
1987
Beaton Management Company
Massachusetts
$3.29M – – –
KC
1988
Kingfisher Capital
North Carolina
$3.29M +$94.2K +780 +3%
BG
1989
Bahl & Gaynor
Ohio
$3.28M +$79.7K +660 +3%
TFA
1990
Transamerica Financial Advisors
Florida
$3.28M +$2.87M +23,760 New
CCM
1991
Chickasaw Capital Management
Tennessee
$3.27M -$1.04M -8,600 -27%
RT
1992
Rockland Trust
Massachusetts
$3.27M -$193K -1,600 -6%
KLCM
1993
KG&L Capital Management
Louisiana
$3.27M +$16.9K +140 +0.6%
RCG
1994
Rock Creek Group
District of Columbia
$3.27M +$544K +4,500 +23%
WQ
1995
Wealth Quarterback
New Jersey
$3.27M +$273K +2,260 +11%
AFA
1996
American Financial Advisors
Georgia
$3.26M +$155K +1,280 +6%
BMC
1997
Benin Management Corp
Connecticut
$3.26M -$12.1K -100 -0.4%
QCIG
1998
Quad-Cities Investment Group
Iowa
$3.25M – – –
SWMG
1999
Strategic Wealth Management Group
Maryland
$3.25M -$2.42K -20 -0.1%
EP
2000
Eudaimonia Partners
Tennessee
$3.25M -$3.15M -26,120 -53%
78 79
80
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