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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1976
SSI Investment Management
California
$402K -$1.13K -5 -0.3%
EAM
1977
Evanson Asset Management
California
$402K -$20.4K -90 -6%
CBFP
1978
Cedar Brook Financial Partners
Ohio
$401K +$334K +1,476 New
MSA
1979
Marino Stram & Associates
Massachusetts
$400K +$2.26K +10 +0.7%
LDB
1980
Lee, Danner & Bass
Tennessee
$399K – – –
WHAM
1981
Windmill Hill Asset Management
United Kingdom
$398K +$342K +1,512 New
LWM
1982
LJI Wealth Management
Indiana
$398K -$12.7K -56 -4%
CB
1983
CNB Bank
Pennsylvania
$398K -$11.1K -49 -3%
RIS
1984
Retirement Income Solutions
Michigan
$397K – – –
ACM
1985
Ategra Capital Management
Virginia
$395K -$85.3K -377 -20%
AAP
1986
Aristotle Atlantic Partners
Florida
$395K – – –
PCMC
1987
Private Capital Management (Colorado)
Colorado
$394K +$28.7K +127 +9%
AA
1988
Advisory Alpha
Michigan
$394K +$12K +53 +4%
RFS
1989
Richardson Financial Services
Massachusetts
$394K +$339K +1,497 New
CH
1990
Canton Hathaway
Rhode Island
$392K – – –
SW
1991
Simplicity Wealth
New Jersey
$390K +$335K +1,481 New
MSFS
1992
Main Street Financial Solutions
Pennsylvania
$389K +$6.11K +27 +2%
NPA
1993
Nichols & Pratt Advisers
Massachusetts
$389K – – –
SGI
1994
Summit Global Investments
Utah
$389K -$19.2M -84,677 -98%
CCA
1995
Cobblestone Capital Advisors
New York
$387K +$13.1K +58 +4%
GD
1996
Grandfield & Dodd
New York
$385K – – –
PAG
1997
Paladin Advisory Group
Iowa
$385K -$2.26K -10 -0.7%
TWM
1998
Tradition Wealth Management
Minnesota
$384K -$453 -2 -0.1%
WFI
1999
West Family Investments
California
$384K – – –
WPC
2000
Waters Parkerson & Co
Louisiana
$383K – – –
78 79
80
81 82