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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1976
SpiderRock Advisors
Delaware
$115K – – –
RFWA
1977
RPg Family Wealth Advisory
Massachusetts
$113K -$18.9K -156 -14%
CP
1978
Corbenic Partners
Pennsylvania
$111K -$19.2K -159 -14%
WA
1979
Winfield Associates
Ohio
$107K -$30.8K -255 -22%
PAI
1980
Pittenger & Anderson Inc
Nebraska
$106K -$484 -4 -0.4%
CIM
1981
Contravisory Investment Management
Massachusetts
$102K +$106K +876 New
CFD
1982
Creative Financial Designs
Indiana
$100K -$13.7K -113 -11%
MAM
1983
Meeder Asset Management
Ohio
$97K -$4.96K -41 -5%
BC
1984
Barnett & Company
Tennessee
$96K -$53.8K -445 -35%
SFG
1985
Sage Financial Group
Pennsylvania
$96K – – –
MIC
1986
MU Investments Company
Japan
$93K -$20.2K -167 -17%
BWA
1987
BDO Wealth Advisors
Florida
$82K -$552K -4,567 -87%
TAM
1988
Trust Asset Management
Texas
$82K – – –
SMG
1989
Spectrum Management Group
Indiana
$75K +$78.7K +651 New
FPF
1990
FNY Partners Fund
New York
$74K +$2.54K +21 +3%
HCM
1991
Horrell Capital Management
Arkansas
$73K – – –
RBC
1992
Roble Belko & Company
Pennsylvania
$67K -$1.57K -13 -2%
PS
1993
Portfolio Solutions
Michigan
$66K -$139K -1,147 -67%
IF
1994
Ironwood Financial
Arizona
$63K – – –
RAM
1995
Riggs Asset Management
Pennsylvania
$60K – – –
AWMS
1996
Advocacy Wealth Management Services
Georgia
$57K -$11.4K -94 -16%
MIP
1997
Mondrian Investment Partners
United Kingdom
$53K – – –
ABA
1998
American Beacon Advisors
Texas
$52K – – –
CFA
1999
Camarda Financial Advisors
Florida
$51K -$7.13K -59 -12%
PO
2000
Private Ocean
California
$50K +$363 +3 +0.7%
78 79
80
81 82