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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
MONECO Advisors
Connecticut
$1.22M +$392K +2,202 +44%
BCP
1977
Berkeley Capital Partners
Georgia
$1.21M -$891 -5 -0.1%
PG
1978
Proffitt & Goodson
Tennessee
$1.21M -$1.6K -9 -0.1%
PWM
1979
PBMares Wealth Management
Virginia
$1.21M -$19.8K -111 -2%
CCM
1980
Crew Capital Management
Ohio
$1.21M – – –
MFG
1981
Merit Financial Group
Georgia
$1.21M +$19.3K +108 +2%
AIM
1982
Allen Investment Management
New York
$1.21M +$518K +2,905 +69%
LB
1983
Legacy Bridge
Iowa
$1.21M +$13.4K +75 +1%
MFG
1984
Menard Financial Group
Texas
$1.2M +$133K +747 +12%
CCMT
1985
CMT Capital Markets Trading
Germany
$1.2M -$20.1M -113,008 -94%
BDFN
1986
Bond & Devick Financial Network
Minnesota
$1.2M +$2.5K +14 +0.2%
SIA
1987
Soltis Investment Advisors
Utah
$1.2M +$32.4K +182 +3%
FPCM
1988
Financial Partners Capital Management
New York
$1.2M -$36.9K -207 -3%
AIM
1989
Aspen Investment Management
Michigan
$1.2M +$26.7K +150 +2%
CPSAC
1990
Chas P. Smith & Associates (CPS)
Florida
$1.2M +$54.2K +304 +4%
SFG
1991
SNS Financial Group
Minnesota
$1.2M -$80.4K -451 -6%
SWP
1992
Strategic Wealth Partners
Ohio
$1.2M +$82.2K +461 +7%
LF
1993
LifeSteps Financial
California
$1.19M -$1.6K -9 -0.1%
AI
1994
AdvisorShares Investments
Maryland
$1.19M +$45.6K +256 +4%
LC
1995
Landaas & Company
Wisconsin
$1.19M – – –
GC
1996
Grace Capital
Massachusetts
$1.19M +$230K +1,293 +23%
JDR
1997
Jay D. Rosenbaum
$1.19M +$891 +5 +0.1%
BOPW
1998
Brandywine Oak Private Wealth
Pennsylvania
$1.19M -$15.7K -88 -1%
PMFA
1999
Plante Moran Financial Advisors
Michigan
$1.18M +$32.3K +181 +3%
HEIP
2000
Hudson Edge Investment Partners
New Jersey
$1.18M -$10.7K -60 -0.9%
78 79
80
81 82