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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1976
Teamwork Financial Advisors
Texas
$473K -$10.3K -103 -2%
WA
1977
Wealthstar Advisors
Texas
$473K +$1.6K +16 +0.3%
JLBC
1978
J.L. Bainbridge & Co
Florida
$472K +$14.2K +142 +3%
BEI
1979
Benjamin Edwards Inc
Missouri
$472K +$95.7K +959 +26%
OWA
1980
Octavia Wealth Advisors
Ohio
$471K -$32.1K -322 -6%
JGIA
1981
Jackson Grant Investment Advisers
Connecticut
$471K -$8.18K -82 -2%
RHJA
1982
Rice Hall James & Associates
California
$471K – – –
PCP
1983
Proficio Capital Partners
Massachusetts
$470K -$8.28K -83 -2%
EIP
1984
Ellis Investment Partners
Pennsylvania
$470K +$5.49K +55 +1%
LB
1985
Leo Brokerage
Texas
$469K -$53.7K -538 -10%
CCM
1986
Canal Capital Management
Virginia
$469K -$7.08K -71 -2%
I
1987
INVST
Indiana
$468K +$63.1K +633 +16%
MMC
1988
Mizuho Markets Cayman
Cayman Islands
$468K +$460K +4,609 New
APW
1989
Austin Private Wealth
Texas
$467K +$61.6K +618 +16%
EBSAM
1990
Eubel Brady & Suttman Asset Management
Ohio
$466K -$2.1K -21 -0.5%
SW
1991
StrongBox Wealth
Missouri
$465K +$73.8K +740 +19%
PCA
1992
Pallas Capital Advisors
Massachusetts
$462K -$31.7K -318 -7%
TA
1993
Tectonic Advisors
Texas
$462K +$51.1K +512 +13%
AGA
1994
Arkos Global Advisors
Texas
$462K +$159K +1,590 +54%
WI
1995
Wedgewood Investors
Pennsylvania
$461K -$13.3K -133 -3%
CC
1996
Cornerstone Capital
California
$461K -$7.68K -77 -2%
CIM
1997
CIM Investment Management
Pennsylvania
$460K -$2.69K -27 -0.6%
ACS
1998
Archford Capital Strategies
Illinois
$460K +$111K +1,109 +32%
TF
1999
Trek Financial
Arizona
$459K +$13.4K +134 +3%
FBFS
2000
First Business Financial Services
Wisconsin
$459K +$32.9K +330 +8%
78 79
80
81 82