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Name Holding Trade Value Shares
Change 		Change in
Stake
GTWM
1976
Global Trust Wealth Management
Florida
$767K +$308K +1,139 +56%
TFIPS
1977
Towarzystwo Funduszy Inwestycyjnych PZU SA
$766K -$87.9K -325 -9%
KFI
1978
Key Financial Inc
Pennsylvania
$766K +$19.5K +72 +2%
ACM
1979
Allred Capital Management
Texas
$764K +$8.93K +33 +1%
FFWM
1980
Future Financial Wealth Management
Ohio
$764K +$541 +2 +0.1%
CFFP
1981
Center for Financial Planning
Michigan
$763K -$4.87K -18 -0.6%
VIPI
1982
Vista Investment Partners II
Indiana
$762K -$171K -632 -17%
PAM
1983
Peak Asset Management
Colorado
$762K – – –
RFS
1984
RM Financial Services
Maine
$762K -$33.3K -123 -4%
WFAG
1985
Wescott Financial Advisory Group
Pennsylvania
$760K +$16.2K +60 +2%
1IA
1986
1620 Investment Advisors
Massachusetts
$756K +$2.44K +9 +0.3%
MCM
1987
MV Capital Management
Maryland
$756K -$10K -37 -1%
WIM
1988
Wiregrass Investment Management
Georgia
$754K +$55.2K +204 +7%
NRG
1989
Nemes Rush Group
Michigan
$754K +$1.08K +4 +0.1%
GCM
1990
Gallacher Capital Management
Colorado
$753K -$291K -1,076 -26%
IPW
1991
Invictus Private Wealth
Colorado
$753K -$36.3K -134 -4%
RZH
1992
Relyea Zuckerberg Hanson
Connecticut
$753K +$17.9K +66 +2%
TFA
1993
Transamerica Financial Advisors
Florida
$752K +$155K +571 +23%
MCM
1994
Magnolia Capital Management
New York
$748K +$170K +630 +26%
HAS
1995
HBW Advisory Services
California
$748K -$21.9K -81 -3%
AAG
1996
Armstrong Advisory Group
Massachusetts
$747K -$12.2K -45 -1%
UB
1997
Umpqua Bank
Oregon
$747K +$13.5K +50 +2%
CFA
1998
Camarda Financial Advisors
Florida
$746K -$2.68M -9,895 -76%
PUI
1999
Purpose Unlimited Inc
$746K +$86.6K +320 +12%
TC
2000
Truvestments Capital
Florida
$746K -$167K -619 -17%
78 79
80
81 82