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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1976
Cedar Brook Financial Partners
Ohio
$2.2M +$282K +849 +15%
KMWM
1977
Keudell/Morrison Wealth Management
Oregon
$2.19M -$201K -606 -9%
MS
1978
Mizuho Securities
Japan
$2.19M +$963K +2,901 +80%
PWMAG
1979
Pinnacle Wealth Management Advisory Group
New Jersey
$2.18M +$91.3K +275 +4%
DGAM
1980
Desjardins Global Asset Management
Quebec, Canada
$2.18M +$2.15M +6,486 New
HA
1981
Herold Advisors
New York
$2.17M -$19.9K -60 -0.9%
NERM
1982
New England Research & Management
Illinois
$2.17M -$163K -490 -7%
HHGA
1983
Halbert Hargrove Global Advisors
California
$2.17M -$113K -339 -5%
PGWM
1984
Pitti Group Wealth Management
New York
$2.17M +$2.14M +6,450 New
CC
1985
Cannell & Co
New York
$2.17M +$49.8K +150 +2%
KFP
1986
KB Financial Partners
New Jersey
$2.17M +$116K +350 +6%
CBN
1987
Cadence Bank NA
Texas
$2.17M -$30.9K -93 -1%
CSA
1988
Cottage Street Advisors
Massachusetts
$2.17M -$61.4K -185 -3%
FHC
1989
First Heartland Consultants
Missouri
$2.17M +$1.12M +3,377 +110%
GFS
1990
GYL Financial Synergies
Connecticut
$2.16M +$146K +441 +7%
SWA
1991
Sutton Wealth Advisors
Florida
$2.16M +$14.6K +44 +0.7%
BFO
1992
Biltmore Family Office
North Carolina
$2.14M +$402K +1,211 +23%
AMM
1993
American Money Management
California
$2.13M +$83.3K +251 +4%
DBRC
1994
D.B. Root & Company
Pennsylvania
$2.13M -$145K -437 -6%
ED
1995
Exane Derivatives
France
$2.13M +$605K +1,821 +40%
WA
1996
WBH Advisory
Maryland
$2.13M +$51.8K +156 +3%
ACM
1997
Ascendant Capital Management
California
$2.12M -$564K -1,700 -21%
CI
1998
Cavalier Investments
Georgia
$2.12M +$456K +1,374 +28%
CIA
1999
Cascade Investment Advisors
Oregon
$2.12M +$8.3K +25 +0.4%
BSAM
2000
Blue Square Asset Management
New York
$2.12M +$13.6K +41 +0.7%
78 79
80
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