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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1976
Opal Wealth Advisors
New York
$944K +$39.2K +496 +4%
BI
1977
Bradyco Inc
Massachusetts
$944K – – –
TCWM
1978
Total Clarity Wealth Management
Illinois
$944K +$531K +6,722 +137%
CAS
1979
CTC Alternative Strategies
Illinois
$943K +$916K +11,600 New
RIA
1980
Richwood Investment Advisors
Ohio
$942K +$55.4K +701 +6%
BONH
1981
Bank of New Hampshire
New Hampshire
$940K -$45.4K -575 -5%
SHGA
1982
Sand Hill Global Advisors
California
$938K +$152K +1,925 +20%
LSA
1983
Leonteq Securities AG
Switzerland
$937K -$1.12M -14,168 -55%
AIC
1984
Archer Investment Corporation
Indiana
$937K +$47.9K +607 +6%
BEC
1985
Blue Edge Capital
Virginia
$937K -$94.8K -1,200 -9%
BI
1986
Ballast Inc
Kentucky
$937K -$23.8K -301 -3%
ITFISA
1987
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$936K -$178K -2,251 -16%
SFG
1988
Sather Financial Group
Texas
$936K +$18K +228 +2%
OCM
1989
One Capital Management
California
$936K – – –
CRFG
1990
Columbia River Financial Group
Washington
$935K – – –
WDC
1991
Woodward Diversified Capital
California
$934K +$4.19K +53 +0.5%
CT
1992
Clearstead Trust
Maine
$934K – – –
NPF
1993
Norris Perne & French
Michigan
$933K +$711 +9 +0.1%
BO
1994
Bank OZK
Arkansas
$933K -$26.2K -332 -3%
HHCP
1995
Hilton Head Capital Partners
South Carolina
$932K +$663K +8,401 +273%
AWM
1996
Allen Wealth Management
North Carolina
$932K -$184K -2,327 -17%
FWA
1997
FSM Wealth Advisors
Ohio
$931K +$21.2K +269 +2%
OAM
1998
Occidental Asset Management
California
$931K +$20.6K +261 +2%
PW
1999
Paladin Wealth
Minnesota
$930K -$13.6K -172 -1%
JFGLC
2000
Johnson Financial Group LLC (Colorado)
Colorado
$930K +$81.7K +1,034 +10%
78 79
80
81 82