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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1976
Apriem Advisors
California
$568K -$8.83K -39 -1%
WCG
1977
Weaver Consulting Group
California
$568K – – –
CBFP
1978
Cedar Brook Financial Partners
Ohio
$566K -$98.5K -435 -14%
SQA
1979
Simon Quick Advisors
New Jersey
$566K -$20.2K -89 -3%
BSG
1980
Black Swift Group
Colorado
$565K +$585K +2,585 New
WMA
1981
Wealth Management Associates
New Jersey
$565K +$59.3K +262 +11%
IDBONY
1982
Israel Discount Bank of New York
New York
$564K +$38.3K +169 +7%
IAP
1983
Indie Asset Partners
Indiana
$564K +$585K +2,581 New
CNB
1984
Camden National Bank
Maine
$562K +$192K +847 +49%
CS
1985
Cannell & Spears
New York
$561K +$65.9K +291 +13%
RCM
1986
Radnor Capital Management
Pennsylvania
$559K -$90.6K -400 -14%
ACM
1987
AlphaStar Capital Management
North Carolina
$559K +$6.34K +28 +1%
APW
1988
Acima Private Wealth
Virginia
$557K – – –
RCC
1989
Red Cedar Capital
Nebraska
$557K – – –
SFG
1990
SNS Financial Group
Minnesota
$555K -$4.76K -21 -0.8%
MCM
1991
Mainstay Capital Management
Michigan
$555K +$25.8K +114 +5%
C
1992
Cerebellum
California
$554K +$575K +2,539 New
OIWM
1993
OptiFour Integrated Wealth Management
Virginia
$553K +$226 +1 +0%
ACA
1994
Affinity Capital Advisors
California
$553K +$573K +2,532 New
GCA
1995
Gradient Capital Advisors
California
$549K -$666K -2,942 -54%
DW
1996
Domani Wealth
Pennsylvania
$549K +$1.36K +6 +0.2%
BOPW
1997
Brandywine Oak Private Wealth
Pennsylvania
$549K +$122K +537 +27%
ACM
1998
Argent Capital Management
Missouri
$546K -$453K -2,000 -44%
CA
1999
Capital Advantage
California
$546K +$61.8K +273 +13%
BOM
2000
Bank of Marin
California
$545K +$565K +2,494 New
78 79
80
81 82