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Name Holding Trade Value Shares
Change 		Change in
Stake
APSP
1976
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K +$218 +2 +0.9%
LYV
1977
Live Your Vision
Pennsylvania
$24K – – –
TWMP
1978
Taylor Wealth Management Partners
Massachusetts
$24K – – –
RFWA
1979
RPg Family Wealth Advisory
Massachusetts
$23.1K +$10K +92 +88%
WAS
1980
WESPAC Advisors SoCal
California
$22.7K – – –
CFG
1981
CKW Financial Group
Hawaii
$19K +$109 +1 +0.6%
DPA
1982
Delphi Private Advisors
California
$18K -$16.1K -148 -49%
CFS
1983
Commonwealth Financial Services
West Virginia
$18K – – –
SIA
1984
SeaBridge Investment Advisors
New Jersey
$18K – – –
BIMC
1985
Benson Investment Management Company
Virginia
$13K +$11.8K +108 New
PVH
1986
Psagot Value Holdings
Israel
$11K +$9.8K +90 New
CAL
1987
Capital Advisors Ltd
Ohio
$10K – – –
CWM
1988
Cranbrook Wealth Management
Michigan
$10K – – –
DSI
1989
Daiwa SB Investments
Japan
$7K – – –
CIM
1990
Contravisory Investment Management
Massachusetts
$5K – – –
LBG
1991
Lloyds Banking Group
United Kingdom
$5K – – –
GS
1992
GAM Systematic
United Kingdom
$5K +$4.36K +40 New
MI
1993
Markston International
New York
$4K -$840K -7,716 -100%
NC
1994
NewSquare Capital
Pennsylvania
$3K -$10.3K -95 -77%
HCM
1995
Horrell Capital Management
Arkansas
$3K – – –
KKAMG
1996
Kernodle & Katon Asset Management Group
Arkansas
$3K – – –
TCA
1997
Tortoise Capital Advisors
Kansas
$2K – – –
AWM
1998
AllSquare Wealth Management
New York
$1K – – –
MTB
1999
Mizuho Trust & Banking
Japan
– -$309M -3,003,878 Closed
PRO
2000
Pensioenfonds Rail & OV
Netherlands
– -$54.9M -598,919 Closed
78 79
80
81 82