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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1976
BSW Wealth Partners
Colorado
$1.2M +$16.7K +52 +1%
CPRC
1977
Consolidated Portfolio Review Corp
New York
$1.2M -$23.5K -73 -2%
AWM
1978
Atticus Wealth Management
Florida
$1.2M -$273K -850 -18%
PI
1979
PEAK6 Investments
Illinois
$1.2M +$1.28M +3,966 +198,300%
SDAM
1980
Shulman DeMeo Asset Management
New York
$1.2M +$322 +1 +0%
KCM
1981
KRS Capital Management
Michigan
$1.19M +$13.2K +41 +1%
PIA
1982
Perennial Investment Advisors
California
$1.19M – – –
MSFP
1983
Mark Sheptoff Financial Planning
Connecticut
$1.19M – – –
WA
1984
Wambolt & Associates
Colorado
$1.19M +$160K +498 +14%
KIG
1985
Kowal Investment Group
Wisconsin
$1.19M +$205K +636 +19%
SBF
1986
Sara-Bay Financial
Florida
$1.18M +$2.57K +8 +0.2%
FCM
1987
Fortis Capital Management
Washington
$1.18M +$172K +534 +16%
SFB
1988
STAR Financial Bank
Indiana
$1.18M -$105K -327 -8%
PCG
1989
Prosperity Consulting Group
Maryland
$1.18M +$605K +1,882 +93%
WPA
1990
Winning Points Advisors
Florida
$1.18M – – –
FCM
1991
Firestone Capital Management
Florida
$1.18M +$57.2K +178 +5%
PIM
1992
Profit Investment Management
Maryland
$1.18M -$36.3K -113 -3%
LWM
1993
Lionsbridge Wealth Management
Florida
$1.18M -$14.2K -44 -1%
ILI
1994
Invesco LLC (Illinois)
Illinois
$1.17M +$15.4K +48 +1%
JWWM
1995
Johnson & White Wealth Management
Pennsylvania
$1.17M +$1.25M +3,880 New
RFM
1996
Royal Fund Management
Florida
$1.17M -$11.6K -36 -0.9%
FIM
1997
Freedom Investment Management
Connecticut
$1.17M +$307K +956 +33%
BIA
1998
Bigelow Investment Advisors
Maine
$1.16M +$2.25K +7 +0.2%
AFS
1999
Aft Forsyth & Sober
Florida
$1.16M – – –
BAM
2000
BOS Asset Management
Illinois
$1.16M – – –
78 79
80
81 82