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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
StrategIQ Financial Group
Indiana
$2.01M – – –
ACL
1977
Applied Capital LLC
Florida
$2.01M -$128K -393 -6%
NFSG
1978
Newbridge Financial Services Group
Florida
$2.01M +$267K +821 +17%
MW
1979
Marcum Wealth
Ohio
$2.01M +$15.6K +48 +0.9%
PCM
1980
Palouse Capital Management
Washington
$2.01M -$14.7K -45 -0.8%
LFG
1981
Larson Financial Group
Missouri
$1.99M +$50.2K +154 +3%
AB
1982
Atlas Brown
Kentucky
$1.99M -$3.91K -12 -0.2%
BHPW
1983
Beverly Hills Private Wealth
California
$1.99M +$694K +2,130 +61%
WI
1984
WBI Investments
New Jersey
$1.98M +$83K +255 +5%
BIA
1985
Benchmark Investment Advisors
Illinois
$1.98M +$156K +480 +9%
WI
1986
WrapManager Inc
California
$1.97M -$278K -853 -13%
SCA
1987
Southern Capital Advisors
Tennessee
$1.97M +$98K +301 +6%
HIM
1988
Hillsdale Investment Management
Ontario, Canada
$1.97M -$55.4K -170 -3%
RIM
1989
Rakuten Investment Management
Japan
$1.97M +$1.79M +5,491 New
CNAM
1990
Campbell Newman Asset Management
Wisconsin
$1.97M -$40.7K -125 -2%
HFM
1991
Hartford Financial Management
Connecticut
$1.95M -$72.9K -224 -4%
1IA
1992
1834 Investment Advisors
Wisconsin
$1.95M -$846K -2,598 -32%
DCM
1993
Driehaus Capital Management
Illinois
$1.95M +$131K +401 +8%
KWM
1994
Keebeck Wealth Management
Illinois
$1.95M +$78.5K +241 +5%
JC
1995
JBF Capital
Colorado
$1.95M +$456K +1,400 +34%
PWG
1996
Portside Wealth Group
Utah
$1.94M +$173K +532 +11%
HWAM
1997
Hennion & Walsh Asset Management
New Jersey
$1.93M +$401K +1,232 +29%
MCWS
1998
McKinley Carter Wealth Services
West Virginia
$1.93M +$346K +1,062 +24%
AWP
1999
Accretive Wealth Partners
New Jersey
$1.93M +$3.58K +11 +0.2%
CIA
2000
Cascade Investment Advisors
Oregon
$1.93M -$21.2K -65 -1%
78 79
80
81 82