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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
1976
Pekin Hardy Strauss
Illinois
$699K -$17.2K -75 -3%
NFG
1977
Nadler Financial Group
Illinois
$699K -$6.41K -28 -1%
APWA
1978
Atlas Private Wealth Advisors
New Jersey
$699K +$639K +2,791 New
CCP
1979
Cardan Capital Partners
Colorado
$698K +$388K +1,696 +156%
CHP
1980
Cable Hill Partners
Oregon
$696K -$5.49K -24 -0.9%
TFA
1981
Teamwork Financial Advisors
Texas
$695K +$99.1K +433 +18%
SDWIA
1982
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$694K +$65.2K +285 +11%
MAS
1983
Managed Account Services
Florida
$693K +$916 +4 +0.2%
PFSC
1984
Peoples Financial Services Corp
Pennsylvania
$689K +$238K +1,040 +61%
LFG
1985
Larson Financial Group
Missouri
$685K -$146K -636 -19%
EFSCE
1986
Enterprise Financial Services Corp (EFSC)
Missouri
$685K -$99.6K -435 -14%
CL
1987
CIM LLC
New York
$685K +$51.7K +226 +9%
FUBT
1988
First United Bank & Trust
Maryland
$684K – – –
CA
1989
Claro Advisors
Massachusetts
$683K +$66.6K +291 +12%
FP
1990
Foundry Partners
Minnesota
$681K -$139K -607 -18%
PLFAM
1991
Pineno Levin & Ford Asset Management
Virginia
$681K +$10.5K +46 +2%
SAG
1992
Spotlight Asset Group
Illinois
$678K +$310K +1,354 +100%
FVWA
1993
Foster Victor Wealth Advisors
South Carolina
$669K +$33.4K +146 +6%
FMTCOCP
1994
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$669K +$110K +480 +22%
GIM
1995
Groesbeck Investment Management
New Jersey
$668K +$47.8K +209 +9%
WCM
1996
Windsor Capital Management
Arizona
$665K – – –
SFG
1997
Sowa Financial Group
Rhode Island
$664K – – –
WSC
1998
Wellington Shields & Co
New York
$664K +$229 +1 +0%
CA
1999
Commerzbank Aktiengesellschaft
Germany
$660K -$483K -2,110 -44%
OFG
2000
Oxford Financial Group
Indiana
$660K -$48.1K -210 -7%
78 79
80
81 82