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Name Holding Trade Value Shares
Change 		Change in
Stake
TT
1976
TI-Trust
Illinois
$880K +$794K +13,893 New
WTFG
1977
Wells Trecaso Financial Group
Ohio
$879K -$49.9K -874 -6%
PP
1978
PDS Planning
Ohio
$877K -$44.2K -773 -5%
RWI
1979
Red Wave Investments
Pennsylvania
$876K +$286 +5 +0%
FCAG
1980
First Capital Advisors Group
New Jersey
$875K +$789K +13,815 New
KFS
1981
Kurt F. Somerville
$872K -$80K -1,400 -9%
OFA
1982
Oak Family Advisors
Illinois
$869K +$40K +700 +5%
PAMP
1983
Polar Asset Management Partners
Ontario, Canada
$868K +$251K +4,397 +47%
WMA
1984
Wealth Management Associates
New Jersey
$868K +$17K +297 +2%
JSW
1985
Journey Strategic Wealth
New Jersey
$867K +$782K +13,683 New
ETC
1986
Exchange Traded Concepts
Oklahoma
$866K -$578K -10,112 -43%
CA
1987
CGN Advisors
Kansas
$865K +$52.2K +914 +7%
SG
1988
Stonnington Group
California
$864K +$194K +3,402 +33%
SFA
1989
Souders Financial Advisors
Ohio
$862K +$482K +8,436 +163%
LK
1990
Lumbard & Kellner
New Hampshire
$861K +$5.43K +95 +0.7%
WCF
1991
West Coast Financial
California
$861K +$54.2K +948 +7%
KCM
1992
KRS Capital Management
Michigan
$861K +$776K +13,591 New
RM
1993
Resource Management
Louisiana
$859K -$75.6K -1,324 -9%
MSE
1994
MUFG Securities EMEA
United Kingdom
$857K -$50.3M -880,300 -98%
DTC
1995
Davidson Trust Company
Washington
$857K +$47.9K +839 +7%
AWM
1996
Accel Wealth Management
Iowa
$856K -$4.74K -83 -0.6%
KPW
1997
Kore Private Wealth
New York
$853K -$167K -2,922 -18%
MA
1998
MJP Associates
Connecticut
$852K +$26.7K +468 +4%
WAAG
1999
Wealth Alliance Advisory Group
Kansas
$850K -$4.29K -75 -0.6%
AFS
2000
Annapolis Financial Services
Maryland
$849K +$4.46K +78 +0.6%
78 79
80
81 82