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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
SignalPoint Asset Management
Missouri
$575K -$18.9K -52 -3%
IGWM
1977
ICA Group Wealth Management
Colorado
$574K -$18.9K -52 -3%
EFG
1978
Ethos Financial Group
Pennsylvania
$573K – – –
CFM
1979
Capricorn Fund Managers
United Kingdom
$573K -$465K -1,280 -45%
FAFN
1980
First Affirmative Financial Network
Colorado
$572K +$59.6K +164 +12%
EFM
1981
E Fund Management
China
$571K -$2.51M -6,921 -81%
BMC
1982
Beaton Management Company
Massachusetts
$571K – – –
MAM
1983
Madison Asset Management
Wisconsin
$571K -$1.09K -3 -0.2%
C
1984
CEDRUS
Colorado
$570K -$17.4K -48 -3%
QFA
1985
Quantum Financial Advisors
California
$569K – – –
MIC
1986
Means Investment Company
Maine
$568K +$726 +2 +0.1%
BIM
1987
Baldwin Investment Management
Pennsylvania
$564K -$17.1K -47 -3%
CM
1988
Capula Management
Cayman Islands
$564K -$2.59M -7,144 -82%
GA
1989
Goldstein Advisors
Wisconsin
$564K +$71.6K +197 +15%
BAM
1990
Blueshift Asset Management
New Jersey
$562K -$606K -1,669 -52%
FBFS
1991
First Business Financial Services
Wisconsin
$562K +$9.08K +25 +2%
CC
1992
Callan Capital
California
$561K +$12.7K +35 +2%
F
1993
Fithian
New York
$560K – – –
WA
1994
Wealth Architects
California
$557K +$13.8K +38 +3%
MA
1995
MJP Associates
Connecticut
$556K -$4.72K -13 -0.8%
RP
1996
Riverwater Partners
Wisconsin
$556K -$9.08K -25 -2%
1WA
1997
180 Wealth Advisors
Washington
$556K +$72.3K +199 +15%
FM
1998
Foster & Motley
Ohio
$555K +$50.9K +140 +10%
WCM
1999
Wedge Capital Management
North Carolina
$555K – – –
LA
2000
Latitude Advisors
Florida
$553K -$136K -374 -20%
78 79
80
81 82