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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
Mainstay Capital Management
Michigan
$774K +$81.3K +300 +12%
TFA
1977
Toth Financial Advisory
Virginia
$774K +$199K +736 +36%
MAS
1978
Managed Account Services
Florida
$769K +$28.7K +106 +4%
ISWM
1979
Independent Solutions Wealth Management
New York
$768K +$57.2K +211 +8%
WMSA
1980
Weiss Multi-Strategy Advisers
New York
$767K -$4.29M -15,831 -85%
TCM
1981
Tributary Capital Management
Nebraska
$766K -$40.6K -150 -5%
HI
1982
Hudock Inc
Pennsylvania
$764K +$73.7K +272 +11%
DWM
1983
Dorchester Wealth Management
Quebec, Canada
$763K -$406K -1,500 -35%
BI
1984
Ballast Inc
Kentucky
$763K -$63.7K -235 -8%
VCM
1985
Vivaldi Capital Management
Illinois
$763K -$16.8K -62 -2%
APWA
1986
Atlas Private Wealth Advisors
New Jersey
$763K -$11.6K -43 -2%
PLFAM
1987
Pineno Levin & Ford Asset Management
Virginia
$760K +$5.42K +20 +0.7%
NERM
1988
New England Research & Management
Illinois
$758K -$40.6K -150 -5%
JFA
1989
JNBA Financial Advisors
Minnesota
$758K -$36.8K -136 -5%
FUBT
1990
First United Bank & Trust
Maryland
$758K – – –
ACP
1991
Aveo Capital Partners
Colorado
$758K +$516K +1,906 +232%
W
1992
WealthStone
Ohio
$757K -$191K -706 -21%
GAG
1993
GM Advisory Group
New York
$752K +$27.1K +100 +4%
GIM
1994
Groesbeck Investment Management
New Jersey
$751K +$10.6K +39 +1%
CA
1995
Claro Advisors
Massachusetts
$750K -$7.58K -28 -1%
MWM
1996
MorganRosel Wealth Management
Colorado
$750K +$27.1K +100 +4%
EFSCE
1997
Enterprise Financial Services Corp (EFSC)
Missouri
$749K -$10.6K -39 -1%
FVWA
1998
Foster Victor Wealth Advisors
South Carolina
$749K +$7.58K +28 +1%
ACM
1999
AUA Capital Management
Pennsylvania
$749K +$138K +508 +23%
WWM
2000
WT Wealth Management
Arizona
$749K +$158K +583 +28%
78 79
80
81 82