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Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
1976
Capital Investment Counsel Inc
North Carolina
$692K -$236K -2,075 -26%
OF
1977
Outfitter Financial
Maine
$692K – – –
TFA
1978
Teamwork Financial Advisors
Texas
$692K +$141K +1,238 +27%
MIM
1979
Meixler Investment Management
Arizona
$692K +$670K +5,895 New
MFW
1980
Mosaic Family Wealth
Missouri
$691K +$39.4K +347 +6%
AFS
1981
Axiom Financial Strategies
Indiana
$688K -$9.54K -84 -1%
CFO
1982
CVA Family Office
Colorado
$688K +$156K +1,371 +31%
OFS
1983
Orrstown Financial Services
Pennsylvania
$687K -$10.2K -90 -2%
MWM
1984
Merriman Wealth Management
Washington
$687K +$70.9K +624 +12%
HAS
1985
HBW Advisory Services
California
$686K +$195K +1,714 +41%
WCG
1986
Weaver Consulting Group
California
$684K +$15.6K +137 +2%
PAMP
1987
Polar Asset Management Partners
Ontario, Canada
$677K -$5.91K -52 -0.9%
BWCS
1988
Beirne Wealth Consulting Services
Connecticut
$677K – – –
NCM
1989
NCM Capital Management
New Jersey
$677K +$655K +5,770 New
AWM
1990
Accurate Wealth Management
Florida
$676K +$30.3K +267 +5%
SA
1991
Shilanski & Associates
Alaska
$674K -$90.8K -799 -12%
ERWM
1992
Elk River Wealth Management
Colorado
$674K +$19.2K +169 +3%
WAL
1993
W Advisors LLC
Tennessee
$674K +$653K +5,750 New
SAMT
1994
Select Asset Management & Trust
Pennsylvania
$673K – – –
EW
1995
Evoke Wealth
California
$670K -$40.8K -359 -6%
KFC
1996
Klingenstein Fields & Co
New York
$669K -$408K -3,593 -39%
BHC
1997
Bowen Hanes & Co
Florida
$669K -$369K -3,250 -36%
6F
1998
626 Financial
Michigan
$669K +$647K +5,697 New
PA
1999
PSI Advisors
Florida
$666K -$31.6K -278 -5%
MCA
2000
Millennium Capital Advisors
Arkansas
$665K +$644K +5,670 New
78 79
80
81 82