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Name Holding Trade Value Shares
Change
Change in
Stake
LD
1976
Lipe & Dalton
New York
$102K
LFA
1977
Legend Financial Advisors
Pennsylvania
$101K -$30.4K -250 -23%
PP
1978
Pacifica Partners
Canada
$100K
AWM
1979
Atticus Wealth Management
Florida
$99.9K -$16.2K -133 -14%
SCM
1980
Silvant Capital Management
Georgia
$99.9K
MWM
1981
MinichMacGregor Wealth Management
New York
$99.9K +$103K +846 New
CHA
1982
Carmichael Hill & Associates
Maryland
$97.8K -$9.97K -82 -9%
Q
1983
QVR
California
$95.8K +$98.7K +812 New
GEA
1984
Glen Eagle Advisors
New Jersey
$95K +$3.89K +32 +4%
LIM
1985
Lagoda Investment Management
New York
$94.4K
TFS
1986
TrustCore Financial Services
Tennessee
$94K +$17.6K +145 +22%
CT
1987
Clearstead Trust
Maine
$92K +$76.2K +627 +418%
UCB
1988
United Community Bank
South Carolina
$90.4K -$14.6K -120 -14%
CLOS
1989
Compagnie Lombard Odier SCmA
Switzerland
$90K -$77.8K -640 -46%
AIC
1990
Archer Investment Corporation
Indiana
$89.4K
CFG
1991
CKW Financial Group
Hawaii
$89K -$48.6K -400 -35%
TC
1992
Trust Company
Kansas
$88K -$5.71K -47 -6%
CDIA
1993
Capital Directions Investment Advisors
Georgia
$85K +$87.5K +720 New
YAL
1994
Your Advocates Ltd
Texas
$84.8K
CG
1995
Cutler Group
California
$83K -$1.32M -10,836 -94%
CAM
1996
Costello Asset Management
Pennsylvania
$82.6K
EARNEST Partners
1997
EARNEST Partners
Georgia
$82.6K
SIC
1998
SJS Investment Consulting
Ohio
$82.2K +$2.07K +17 +3%
SA
1999
SRH Advisors
Kansas
$82K
SIS
2000
Sound Income Strategies
Florida
$81.3K +$9.24K +76 +12%