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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1976
GYL Financial Synergies
Connecticut
$1.25M +$228K +747 +23%
WP
1977
WealthPLAN Partners
Nebraska
$1.25M +$1.19M +3,912 New
TIM
1978
Tevis Investment Management
Texas
$1.25M +$3.96K +13 +0.3%
WC
1979
Westhampton Capital
North Carolina
$1.24M +$4.57K +15 +0.4%
SDAM
1980
Shulman DeMeo Asset Management
New York
$1.24M +$4.26K +14 +0.4%
CWM
1981
Chemistry Wealth Management
New York
$1.24M +$7.92K +26 +0.7%
SFG
1982
Sovereign Financial Group
Connecticut
$1.24M +$84.4K +277 +8%
KCM
1983
KRS Capital Management
Michigan
$1.24M +$11.6K +38 +1%
OFG
1984
Oxford Financial Group
Indiana
$1.24M +$203K +666 +20%
BIA
1985
Bigelow Investment Advisors
Maine
$1.24M +$14.6K +48 +1%
BI
1986
Ballast Inc
Kentucky
$1.24M -$43.3K -142 -3%
BFM
1987
Boothbay Fund Management
New York
$1.24M -$1.75M -5,734 -59%
TCM
1988
Tandem Capital Management
New Jersey
$1.23M -$15.2K -50 -1%
BFG
1989
Barber Financial Group
Kansas
$1.23M +$69.2K +227 +6%
SCP
1990
Syntal Capital Partners
Texas
$1.23M -$18.9K -62 -2%
FA
1991
Fiducient Advisors
Illinois
$1.23M +$1.18M +3,888 New
PWP
1992
Phillips Wealth Planners
Mississippi
$1.23M +$1.16M +3,792 New
WPA
1993
Winning Points Advisors
Florida
$1.23M -$4.57K -15 -0.4%
RFM
1994
Royal Fund Management
Florida
$1.22M -$167K -547 -12%
IWM
1995
Iams Wealth Management
Nebraska
$1.22M +$1.18M +3,860 New
NFSG
1996
Newbridge Financial Services Group
Florida
$1.22M -$60.3K -198 -5%
AFS
1997
Aft Forsyth & Sober
Florida
$1.22M – – –
FCM
1998
Firestone Capital Management
Florida
$1.21M – – –
SICM
1999
Sustainable Insight Capital Management
New York
$1.21M +$775K +2,544 +197%
DLHL
2000
Donald L. Hagan LLC
Florida
$1.21M +$154K +504 +15%
78 79
80
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