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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1976
CV Advisors
Florida
$6.48M -$144K -1,024 -2%
CWM
1977
Chemistry Wealth Management
New York
$6.45M +$129K +917 +2%
GEM
1978
Global Endowment Management
North Carolina
$6.45M -$560K -3,998 -9%
SFG
1979
Synergy Financial Group
California
$6.45M -$54K -385 -0.9%
AWP
1980
Ascent Wealth Partners
New York
$6.44M +$506K +3,608 +9%
FWM
1981
Finer Wealth Management
Massachusetts
$6.43M +$97.3K +694 +2%
WP
1982
WealthSource Partners
California
$6.42M -$152K -1,082 -2%
APWM
1983
Argonautica Private Wealth Management
Massachusetts
$6.42M -$10.7K -76 -0.2%
CAWM
1984
Capital Advisors Wealth Management
Washington
$6.41M +$92.4K +659 +2%
CQS
1985
Credential Qtrade Securities
$6.4M -$314K -2,238 -5%
HSA
1986
Hussman Strategic Advisors
Maryland
$6.38M – – –
KC
1987
Knuff & Co
California
$6.37M +$174K +1,244 +3%
VWM
1988
Venturi Wealth Management
Texas
$6.37M +$280K +1,997 +5%
TAM
1989
Tabor Asset Management
New York
$6.35M -$429K -3,059 -7%
NFGCM
1990
Norman Fields Gottscho Capital Management
New York
$6.35M -$22.4K -160 -0.4%
DWM
1991
Darwin Wealth Management
Florida
$6.34M +$722K +5,152 +14%
ACP
1992
Aviance Capital Partners
Florida
$6.31M -$731K -5,213 -11%
BIP
1993
Bouvel Investment Partners
Pennsylvania
$6.31M +$166K +1,187 +3%
UOC
1994
UBS O'Connor
Illinois
$6.31M -$11.4M -81,000 -66%
RBC
1995
Romano Brothers & Co
Illinois
$6.3M -$268K -1,910 -4%
BB
1996
Berkshire Bank
Massachusetts
$6.3M +$33.9K +242 +0.6%
TAM
1997
Titleist Asset Management
Texas
$6.3M -$307K -2,193 -5%
RCM
1998
RB Capital Management
Nevada
$6.29M +$340K +2,426 +6%
AWM
1999
Aries Wealth Management
Maine
$6.29M +$1.52M +10,833 +35%
AF
2000
Advisornet Financial
Minnesota
$6.29M +$229K +1,634 +4%
78 79
80
81 82