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Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
1976
Colonial River Investments
Virginia
$666K -$67.4K -416 -8%
FP
1977
Financial Perspectives
Minnesota
$664K +$17.5K +108 +2%
SFS
1978
Solitude Financial Services
Virginia
$662K +$182K +1,125 +30%
BOS
1979
Bank of Stockton
California
$660K -$114K -701 -13%
SG
1980
StoneX Group
New York
$657K +$77.2K +476 +11%
EVC
1981
Eidelman Virant Capital
Missouri
$655K -$312K -1,925 -29%
JPLA
1982
Joseph P. Lucia & Associates
New York
$653K +$79.9K +493 +11%
CAM
1983
Columbia Asset Management
Michigan
$649K -$725K -4,475 -48%
EBWM
1984
Eagle Bluffs Wealth Management
Missouri
$646K -$23.7K -146 -3%
LFA
1985
Legacy Financial Advisors
Kentucky
$646K +$96.1K +593 +14%
CDH
1986
Charles D. Hyman
$644K -$97.2K -600 -11%
KAM
1987
KEB Asset Management
Illinois
$643K +$2.59K +16 +0.3%
SVWAG
1988
Sound View Wealth Advisors Group
Georgia
$642K -$53K -327 -6%
TLCM
1989
Twin Lakes Capital Management
California
$642K +$766K +4,729 New
HJMC
1990
Hellman Jordan Management Company
Massachusetts
$641K -$40.5K -250 -5%
DBIA
1991
Dumont & Blake Investment Advisors
New Jersey
$640K -$7.62K -47 -1%
SFG
1992
SNS Financial Group
Minnesota
$637K +$5.51K +34 +0.7%
CI
1993
Cavalier Investments
Georgia
$637K +$93.8K +579 +14%
DCM
1994
DGS Capital Management
New Jersey
$636K +$117K +719 +18%
ATWA
1995
Arbor Trust Wealth Advisors
Michigan
$633K -$244K -1,508 -24%
TFS
1996
TrustCore Financial Services
Tennessee
$633K -$41.5K -256 -5%
CFD
1997
Creative Financial Designs
Indiana
$632K -$158K -977 -17%
MW
1998
MBL Wealth
North Carolina
$629K +$22.9K +141 +3%
ACM
1999
Advisors Capital Management
New Jersey
$628K -$8.27M -51,003 -90%
FAG
2000
Fortitude Advisory Group
Washington
$628K -$38.7K -239 -5%
78 79
80
81 82