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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1976
Clear Creek Financial Management
Washington
$963K +$14.8K +187 +2%
AAM
1977
Alken Asset Management
United Kingdom
$959K +$39.5K +500 +5%
CSPIA
1978
Cary Street Partners Investment Advisory
Virginia
$956K +$278K +3,515 +43%
RF
1979
Rossby Financial
Florida
$956K +$158K +2,000 +20%
CIA
1980
Compass Ion Advisors
Pennsylvania
$956K +$15.2K +193 +2%
TCOTS
1981
Trust Company of the South
North Carolina
$955K -$186K -2,354 -17%
HAIM
1982
Hunter Associates Investment Management
Pennsylvania
$955K +$2.45K +31 +0.3%
EFSCE
1983
Enterprise Financial Services Corp (EFSC)
Missouri
$955K +$105K +1,332 +13%
GWA
1984
Geometric Wealth Advisors
District of Columbia
$951K -$2.92K -37 -0.3%
CWM
1985
Cahaba Wealth Management
Georgia
$951K -$3.4K -43 -0.4%
IP
1986
Intellectus Partners
California
$950K +$10.5K +133 +1%
BWA
1987
Basecamp Wealth Advisors
Washington
$949K – – –
HWA
1988
HHM Wealth Advisors
Tennessee
$948K -$23.2K -294 -2%
MCM
1989
Manchester Capital Management
Vermont
$947K -$553 -7 -0.1%
CRI
1990
Colonial River Investments
Virginia
$946K -$85.4K -1,081 -8%
OWA
1991
Opal Wealth Advisors
New York
$944K +$39.2K +496 +4%
BI
1992
Bradyco Inc
Massachusetts
$944K – – –
TCWM
1993
Total Clarity Wealth Management
Illinois
$944K +$531K +6,722 +137%
CAS
1994
CTC Alternative Strategies
Illinois
$943K +$916K +11,600 New
RIA
1995
Richwood Investment Advisors
Ohio
$942K +$55.4K +701 +6%
BONH
1996
Bank of New Hampshire
New Hampshire
$940K -$45.4K -575 -5%
SHGA
1997
Sand Hill Global Advisors
California
$938K +$152K +1,925 +20%
LSA
1998
Leonteq Securities AG
Switzerland
$937K -$1.12M -14,168 -55%
AIC
1999
Archer Investment Corporation
Indiana
$937K +$47.9K +607 +6%
BEC
2000
Blue Edge Capital
Virginia
$937K -$94.8K -1,200 -9%
78 79
80
81 82