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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1976
Vishria Bird Financial Group
Tennessee
$888K – – –
PCMM
1977
Piedmont Capital Management (Montana)
Montana
$887K -$110K -664 -10%
MCA
1978
Millennium Capital Advisors
Arkansas
$887K +$41.8K +253 +4%
RCG
1979
Rock Creek Group
District of Columbia
$884K +$121K +730 +14%
MAG
1980
Mayfair Advisory Group
Alabama
$883K +$19.2K +116 +2%
CWA
1981
Consilium Wealth Advisory
Texas
$882K +$10.7K +65 +1%
SOS
1982
Silver Oak Securities
Tennessee
$881K +$79.3K +480 +9%
WAL
1983
W Advisors LLC
Tennessee
$879K +$5.95K +36 +0.6%
FHC
1984
First Heartland Consultants
Missouri
$879K +$251K +1,519 +33%
IGGA
1985
Iron Gate Global Advisors
Utah
$875K -$15.4K -93 -2%
SMA
1986
Sage Mountain Advisors
Georgia
$875K +$435K +2,632 +77%
HFM
1987
Harvest Fund Management
China
$873K -$224K -1,358 -18%
MA
1988
MBA Advisors
Pennsylvania
$872K -$16K -97 -2%
MPW
1989
Monterey Private Wealth
California
$872K +$28.4K +172 +3%
SFP
1990
Sandbox Financial Partners
Maryland
$870K +$18.8K +114 +2%
JGUA
1991
John G. Ullman & Associates
New York
$869K – – –
PAWC
1992
P.A.W. Capital
Connecticut
$869K – – –
BCMLT
1993
Beacon Capital Management LLC (Tennessee)
Tennessee
$868K – – –
LWMM
1994
Legacy Wealth Management (Mississippi)
Mississippi
$867K -$20.7K -125 -2%
HI
1995
Hoey Investments
Pennsylvania
$867K +$731K +4,424 +283%
WCA
1996
Westover Capital Advisors
Delaware
$866K – – –
FMP
1997
Financial Management Professionals
Texas
$863K +$43.1K +261 +5%
WA
1998
WESPAC Advisors
California
$862K +$689K +4,170 +234%
DTC
1999
Davidson Trust Company
Washington
$857K -$160K -965 -14%
XS
2000
XR Securities
Illinois
$856K +$174K +1,055 +22%
78 79
80
81 82