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Name Holding Trade Value Shares
Change 		Change in
Stake
BGDI
1976
BW Gestao de Investimentos
Brazil
$1.49M -$6.73M -24,545 -82%
VCM
1977
Verde Capital Management
Michigan
$1.48M +$212K +774 +17%
GIM
1978
Goelzer Investment Management
Indiana
$1.48M +$20.6K +75 +1%
PFM
1979
Patton Fund Management
Texas
$1.48M -$384K -1,401 -21%
AIL
1980
AGF Investments LLC
Ontario, Canada
$1.47M -$542K -1,978 -27%
JWM
1981
Jeppson Wealth Management
California
$1.47M -$2.19K -8 -0.1%
SRAM
1982
Spouting Rock Asset Management
Pennsylvania
$1.47M +$535K +1,953 +57%
OFA
1983
Oak Family Advisors
Illinois
$1.47M +$1.47M +5,367 New
TLCM
1984
Twin Lakes Capital Management
California
$1.45M +$1.45M +5,293 New
DI
1985
Diligent Investors
California
$1.44M -$4.93K -18 -0.3%
SFA
1986
Souders Financial Advisors
Ohio
$1.44M +$45K +164 +3%
SMH
1987
Sanders Morris Harris
Texas
$1.44M +$54.8K +200 +4%
CWS
1988
Cypress Wealth Services
California
$1.44M +$1.44M +5,263 New
GSWM
1989
Golden State Wealth Management
California
$1.44M +$451K +1,644 +46%
EFSCE
1990
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M +$4.66K +17 +0.3%
JPC
1991
Jabodon PT Co
Nevada
$1.43M +$178K +650 +14%
SVWAG
1992
Sound View Wealth Advisors Group
Georgia
$1.43M +$4.11K +15 +0.3%
APW
1993
Aurora Private Wealth
New Jersey
$1.43M -$41.1K -150 -3%
PWMAG
1994
Pinnacle Wealth Management Advisory Group
New Jersey
$1.43M -$87.7K -320 -6%
ADMI
1995
Albert D. Mason Inc
Massachusetts
$1.42M +$52.4K +191 +4%
FA
1996
Fountainhead AM
New Jersey
$1.42M +$1.42M +5,194 New
CAM
1997
Cypress Asset Management
Texas
$1.41M +$60.3K +220 +4%
PCM
1998
Parsons Capital Management
Rhode Island
$1.41M +$12.9K +47 +0.9%
MWM
1999
Minot Wealth Management
Massachusetts
$1.41M +$42.5K +155 +3%
SBH
2000
Segall Bryant & Hamill
Illinois
$1.41M +$62K +226 +5%
78 79
80
81 82