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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1976
Summit Financial Wealth Advisors
Louisiana
$400K +$136K +3,100 +47%
AIM
1977
AIA Investment Management
Singapore
$399K +$17.5K +400 +4%
PAS
1978
Partnervest Advisory Services
California
$399K +$114K +2,599 +34%
MSA
1979
Marino Stram & Associates
Massachusetts
$399K +$200K +4,569 +82%
CFW
1980
CA Family Wealth
California
$397K -$281K -6,396 -39%
ICOM
1981
Investment Counselors of Maryland
Maryland
$396K -$103K -2,342 -19%
BCWM
1982
Blue Chip Wealth Management
Florida
$396K -$73.4K -1,673 -14%
SWA
1983
Sutton Wealth Advisors
Florida
$396K -$746 -17 -0.2%
JSL
1984
JT Stratford LLC
Georgia
$395K -$58.4K -1,331 -12%
HB
1985
Horizon Bancorp
Indiana
$394K -$163K -3,721 -27%
ACM
1986
Alight Capital Management
New York
$393K -$3.95M -90,000 -90%
MIG
1987
McGuire Investment Group
Rhode Island
$393K -$33.6K -765 -7%
HIM
1988
Hotaling Investment Management
Pennsylvania
$393K -$3.51K -80 -0.8%
ACH
1989
ArrowMark Colorado Holdings
Colorado
$393K – – –
VFM
1990
Viking Fund Management
North Dakota
$393K – – –
WPC
1991
Waters Parkerson & Co
Louisiana
$393K +$17.5K +400 +4%
FC
1992
Financial Consulate
Maryland
$392K +$46.8K +1,067 +12%
FCA
1993
FLC Capital Advisors
California
$391K +$439 +10 +0.1%
DLCIG
1994
D.L. Carlson Investment Group
New Hampshire
$390K -$229K -5,218 -34%
FA
1995
Faithward Advisors
Pennsylvania
$390K -$4.39K -100 -1%
CWA
1996
Clarity Wealth Advisors
California
$390K +$17.8K +405 +4%
FC
1997
Ferris Capital
Massachusetts
$389K -$1.44M -32,724 -77%
MC
1998
Miles Capital
Iowa
$388K +$8.6K +196 +2%
FP
1999
Financial Perspectives
Minnesota
$387K +$5.66K +129 +1%
PFG
2000
PAX Financial Group
Texas
$387K -$39.7K -905 -9%
78 79
80
81 82