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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1976
AssuredPartners Investment Advisors
Florida
$758K +$724K +2,268 New
HFM
1977
Hartford Funds Management
Pennsylvania
$758K -$58.4K -183 -7%
AO
1978
Advisor OS
Illinois
$758K +$234K +734 +48%
DIM
1979
Delta Investment Management
California
$756K -$2.54M -7,962 -78%
MSA
1980
Marino Stram & Associates
Massachusetts
$755K +$38.3K +120 +6%
1CP
1981
17 Capital Partners
Arizona
$753K – – –
MA
1982
Montag & Associates
Georgia
$752K +$23.9K +75 +3%
DWM
1983
Dogwood Wealth Management
Kansas
$752K +$717K +2,248 New
IFU
1984
iSAM Funds (UK)
United Kingdom
$752K +$717K +2,248 New
BFG
1985
Berger Financial Group
Minnesota
$750K -$7.02K -22 -1%
NME
1986
Notis-McConarty Edward
$749K +$715K +2,240 New
SFG
1987
SevenBridge Financial Group
Pennsylvania
$749K +$252K +790 +52%
PWPS
1988
Pinnacle Wealth Planning Services
Ohio
$748K -$752K -2,357 -51%
BW
1989
Bison Wealth
Georgia
$747K +$58.7K +184 +9%
EMC
1990
Everest Management Corp
California
$746K +$712K +2,230 New
AF
1991
Apollon Financial
South Carolina
$742K +$23.3K +73 +3%
WCA
1992
Westover Capital Advisors
Delaware
$742K -$1.28K -4 -0.2%
BPW
1993
Bingham Private Wealth
California
$741K +$707K +2,215 New
WPC
1994
White Pine Capital
Minnesota
$740K +$43.1K +135 +6%
PWS
1995
Peterson Wealth Services
Utah
$737K +$28.4K +89 +4%
CIAS
1996
Capital Investment Advisory Services
North Carolina
$736K -$638 -2 -0.1%
BWM
1997
BankPlus Wealth Management
Mississippi
$734K +$700K +2,194 New
HCM
1998
Hengehold Capital Management
Ohio
$733K – – –
SOS
1999
Silver Oak Securities
Tennessee
$732K +$386K +1,209 +125%
PWMAG
2000
Pinnacle Wealth Management Advisory Group
New Jersey
$731K +$7.98K +25 +1%
78 79
80
81 82