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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1976
Phoenix Financial
Israel
– -$5.02M -27,576 Closed
BBVA
1977
Banco Bilbao Vizcaya Argentaria
Spain
– -$4.98M -27,299 Closed
SFC
1978
Strategic Financial Concepts
Texas
– -$137K -22,612 Closed
GA
1979
Gateway Advisory
New Jersey
– -$4.09M -22,449 Closed
AWMT
1980
AAFMAA Wealth Management & Trust
North Carolina
– -$3.64M -20,000 Closed
AFM
1981
Anson Funds Management
Texas
– -$3.43M -20,000 Closed
GCA
1982
Greenwood Capital Associates
South Carolina
– -$3.45M -18,958 Closed
QPWM
1983
Quadrant Private Wealth Management
Pennsylvania
– -$2.81M -15,441 Closed
SA
1984
SAM Advisors
California
– -$2.63M -14,433 Closed
SW
1985
SVB Wealth
Massachusetts
– -$2.55M -14,008 Closed
LFS
1986
Leibman Financial Services
Nebraska
– -$2.55M -13,986 Closed
IMRF
1987
Illinois Municipal Retirement Fund
Illinois
– -$2.52M -13,847 Closed
SSI
1988
Scott & Selber Inc
Texas
– -$2.42M -13,311 Closed
IUHSA
1989
Itau Unibanco Holding S.A.
Brazil
– -$2.36M -12,976 Closed
OWG
1990
Oxford Wealth Group
Florida
– -$2.04M -11,199 Closed
GCP
1991
Garda Capital Partners
Minnesota
– -$1.89M -11,032 Closed
IHL
1992
Investment House LLC
California
– -$1.92M -10,574 Closed
SM
1993
Scoggin Management
New York
– -$1.71M -10,000 Closed
HCCM
1994
Hudson Canyon Capital Management
New York
– -$1.68M -9,230 Closed
WAM
1995
Weatherly Asset Management
California
– -$1.54M -8,455 Closed
WF
1996
Wayfinding Financial
Washington
– -$1.51M -8,328 Closed
ICM
1997
Islay Capital Management
Texas
– -$1.5M -8,229 Closed
BCM
1998
Beck Capital Management
Texas
– -$1.47M -8,051 Closed
MHS
1999
M Holdings Securities
Oregon
– -$1.45M -7,987 Closed
AWM
2000
Avitas Wealth Management
California
– -$1.25M -6,863 Closed
78 79
80
81 82