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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1976
WT Wealth Management
Arizona
$4.53M +$777K +4,900 +20%
RCM
1977
RB Capital Management
Nevada
$4.51M +$34.9K +220 +0.8%
GCP
1978
GSA Capital Partners
United Kingdom
$4.51M +$3.36M +21,180 +265%
HWA
1979
HCR Wealth Advisors
California
$4.51M -$2.02M -12,760 -30%
FIM
1980
Freedom Investment Management
Connecticut
$4.51M +$1M +6,320 +28%
MS
1981
Marshall & Sullivan
Washington
$4.5M -$10.3M -65,160 -69%
C
1982
Certuity
Florida
$4.49M +$355K +2,240 +8%
IBOK
1983
Independence Bank of Kentucky
Kentucky
$4.48M -$165K -1,040 -3%
SCM
1984
Springhouse Capital Management
Connecticut
$4.46M +$4.57M +28,800 New
9WM
1985
9258 Wealth Management
Ohio
$4.45M -$111K -700 -2%
GCM
1986
Gables Capital Management
Florida
$4.45M +$28.5K +180 +0.6%
AT
1987
Arden Trust
Delaware
$4.45M -$165K -1,040 -3%
CFA
1988
Capstone Financial Advisors
Illinois
$4.45M -$95.1K -600 -2%
BCP
1989
Blackhawk Capital Partners
Wisconsin
$4.44M -$152K -960 -3%
KHLMTHM
1990
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.44M – – –
QFA
1991
Quattro Financial Advisors
Texas
$4.44M +$3.03M +19,140 +267%
CWA
1992
Canvas Wealth Advisors
Kansas
$4.42M +$4.15M +26,180 New
WP
1993
WealthSource Partners
California
$4.41M -$434K -2,740 -9%
PI
1994
PFS Investments
Georgia
$4.41M +$1.63M +10,300 +57%
NNP
1995
Nachman Norwood & Parrott
South Carolina
$4.4M +$79.3K +500 +2%
GA
1996
GFS Advisors
Texas
$4.38M -$165K -1,040 -4%
GC
1997
Grace Capital
Massachusetts
$4.38M -$418K -2,640 -9%
GC
1998
Gratus Capital
Georgia
$4.38M -$11M -69,100 -71%
SCA
1999
Sage Capital Advisors
South Dakota
$4.38M -$9.51K -60 -0.2%
WI
2000
WrapManager Inc
California
$4.37M +$1.95M +12,300 +77%
78 79
80
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