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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1976
Cable Hill Partners
Oregon
$774K +$2.71K +10 +0.4%
MCM
1977
Mainstay Capital Management
Michigan
$774K +$81.3K +300 +12%
TFA
1978
Toth Financial Advisory
Virginia
$774K +$199K +736 +36%
MAS
1979
Managed Account Services
Florida
$769K +$28.7K +106 +4%
ISWM
1980
Independent Solutions Wealth Management
New York
$768K +$57.2K +211 +8%
WMSA
1981
Weiss Multi-Strategy Advisers
New York
$767K -$4.29M -15,831 -85%
TCM
1982
Tributary Capital Management
Nebraska
$766K -$40.6K -150 -5%
HI
1983
Hudock Inc
Pennsylvania
$764K +$73.7K +272 +11%
DWM
1984
Dorchester Wealth Management
Quebec, Canada
$763K -$406K -1,500 -35%
BI
1985
Ballast Inc
Kentucky
$763K -$63.7K -235 -8%
VCM
1986
Vivaldi Capital Management
Illinois
$763K -$16.8K -62 -2%
APWA
1987
Atlas Private Wealth Advisors
New Jersey
$763K -$11.6K -43 -2%
PLFAM
1988
Pineno Levin & Ford Asset Management
Virginia
$760K +$5.42K +20 +0.7%
NERM
1989
New England Research & Management
Illinois
$758K -$40.6K -150 -5%
JFA
1990
JNBA Financial Advisors
Minnesota
$758K -$36.8K -136 -5%
FUBT
1991
First United Bank & Trust
Maryland
$758K – – –
ACP
1992
Aveo Capital Partners
Colorado
$758K +$516K +1,906 +232%
W
1993
WealthStone
Ohio
$757K -$191K -706 -21%
GAG
1994
GM Advisory Group
New York
$752K +$27.1K +100 +4%
GIM
1995
Groesbeck Investment Management
New Jersey
$751K +$10.6K +39 +1%
CA
1996
Claro Advisors
Massachusetts
$750K -$7.58K -28 -1%
MWM
1997
MorganRosel Wealth Management
Colorado
$750K +$27.1K +100 +4%
EFSCE
1998
Enterprise Financial Services Corp (EFSC)
Missouri
$749K -$10.6K -39 -1%
FVWA
1999
Foster Victor Wealth Advisors
South Carolina
$749K +$7.58K +28 +1%
ACM
2000
AUA Capital Management
Pennsylvania
$749K +$138K +508 +23%
78 79
80
81 82