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Name Holding Trade Value Shares
Change 		Change in
Stake
FMTC
1976
Farmers & Merchants Trust Company
California
$1.32M +$112K +447 +8%
CP
1977
Covenant Partners
Tennessee
$1.32M -$207K -829 -12%
JWM
1978
Jeppson Wealth Management
California
$1.31M +$179K +717 +14%
ACM
1979
AlphaStar Capital Management
North Carolina
$1.31M +$93K +372 +7%
AWC
1980
Abundance Wealth Counselors
Pennsylvania
$1.31M +$343K +1,374 +30%
WFI
1981
West Family Investments
California
$1.31M -$197K -789 -12%
FG
1982
Foster Group
Iowa
$1.31M -$1.75K -7 -0.1%
MBT
1983
Montecito Bank & Trust
California
$1.31M +$255K +1,019 +21%
BLC
1984
Brown, Lisle/Cummings
Rhode Island
$1.3M +$148K +591 +11%
APP
1985
Alpha Paradigm Partners
Illinois
$1.3M +$103K +411 +8%
PP
1986
Pacifica Partners
Canada
$1.29M +$567K +2,270 +57%
CAIMH
1987
Central Asset Investments & Management Holdings
Hong Kong
$1.29M +$575K +2,300 +66%
MWA
1988
Meridian Wealth Advisors
Texas
$1.28M +$29.2K +117 +2%
GA
1989
Geller Advisors
New York
$1.28M +$67K +268 +5%
HA
1990
Heartland Advisors
Wisconsin
$1.28M +$1.44M +5,753 New
CICI
1991
Capital Investment Counsel Inc
North Carolina
$1.27M +$691K +2,765 +93%
CSPIA
1992
Cary Street Partners Investment Advisory
Virginia
$1.27M -$39.7K -159 -3%
ISL
1993
Ingalls & Snyder LLC
New York
$1.27M -$19.5K -78 -1%
DI
1994
Diligent Investors
California
$1.27M -$509K -2,037 -26%
SBH
1995
Segall Bryant & Hamill
Illinois
$1.27M +$42.2K +169 +3%
FWM
1996
Foresight Wealth Management
Utah
$1.27M +$525K +2,101 +58%
EWA
1997
EverSource Wealth Advisors
Alabama
$1.26M +$308K +1,232 +28%
CC
1998
Claybrook Capital
Massachusetts
$1.26M +$219K +875 +18%
GWMIA
1999
Global Wealth Management Investment Advisory
Florida
$1.26M +$455K +1,819 +47%
GPCM
2000
Granite Point Capital Management
Massachusetts
$1.26M -$4.37M -17,500 -76%
78 79
80
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