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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1976
Fairbanks Capital Management
California
$6.04M -$744 -1 -0%
RSWM
1977
Robertson Stephens Wealth Management
California
$6.03M +$840K +1,129 +16%
BCM
1978
Bayesian Capital Management
New York
$6.02M +$6.1M +8,200 New
IA
1979
IFG Advisory
Georgia
$6.01M +$55.8K +75 +0.9%
TAMH
1980
Taikang Asset Management (HK)
Hong Kong
$6.01M – – –
FFA
1981
Florida Financial Advisors
Florida
$5.99M +$2.29M +3,080 +61%
CG
1982
CFO4Life Group
Texas
$5.99M +$300K +403 +5%
VNA
1983
Valley National Advisers
Pennsylvania
$5.99M -$731K -982 -11%
PM
1984
Parametrica Management
Hong Kong
$5.99M – – –
CRI
1985
Colonial River Investments
Virginia
$5.98M +$1.22M +1,633 +25%
CCM
1986
Cohen Capital Management
California
$5.98M – – –
CCB
1987
Country Club Bank
Missouri
$5.97M -$124K -166 -2%
FCA
1988
FLC Capital Advisors
California
$5.97M – – –
FCT
1989
First Community Trust
Iowa
$5.97M -$20.1K -27 -0.3%
BTWM
1990
Baker Tilly Wealth Management
Wisconsin
$5.97M +$75.9K +102 +1%
EL
1991
EWA LLC
Pennsylvania
$5.94M +$162K +217 +3%
USWG
1992
U.S. Wealth Group
New York
$5.93M +$847K +1,138 +16%
BFM
1993
Boothbay Fund Management
New York
$5.93M -$11.4M -15,257 -65%
WAM
1994
Wakefield Asset Management
Colorado
$5.93M -$546K -733 -8%
WCA
1995
Westover Capital Advisors
Delaware
$5.92M +$275K +369 +5%
MWM
1996
Maridea Wealth Management
New York
$5.92M +$3.65M +4,907 +155%
VA
1997
Valmark Advisers
Ohio
$5.91M +$93K +125 +2%
GSEP
1998
Golden State Equity Partners
California
$5.91M +$537K +721 +10%
GCM
1999
Greenland Capital Management
New York
$5.89M +$5.41M +7,275 +970%
BRCM
2000
Bright Rock Capital Management
Massachusetts
$5.88M – – –
78 79
80
81 82