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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1976
AlphaMark Advisors
Kentucky
$40K – – –
PFG
1977
Piershale Financial Group
Illinois
$35K -$17.8K -400 -34%
PO
1978
Private Ocean
California
$32K +$45 +1 +0.1%
EAM
1979
EverPoint Asset Management
Connecticut
$25K +$23.9K +535 New
SAC
1980
Smith Affiliated Capital
New York
$23.2K – – –
PCM
1981
Prelude Capital Management
New York
$21K -$793K -17,786 -98%
WCM
1982
Wealthcare Capital Management
Virginia
$21K – – –
GXMC
1983
Global X Management Company
New York
$20K -$9.13M -204,698 -100%
BCI
1984
Brinker Capital Investments
Pennsylvania
$19K -$182K -4,083 -91%
PFG
1985
Pacific Financial Group
Washington
$19K – – –
CP
1986
Corbenic Partners
Pennsylvania
$19K +$89 +2 +0.5%
JAM
1987
JCIC Asset Management
Ontario, Canada
$19K +$17.8K +400 New
FIG
1988
Fusion Investment Group
Pennsylvania
$14K -$5.62K -126 -30%
AIM
1989
Acuity Investment Management
Ontario, Canada
$14K – – –
GGHC
1990
Gilder Gagnon Howe & Co
New York
$14K – – –
JAM
1991
Jolley Asset Management
North Carolina
$10K – – –
OSAM
1992
O'Shaughnessy Asset Management
Connecticut
$7K – – –
IFWM
1993
Institute for Wealth Management
Colorado
$6K – – –
SMG
1994
Spectrum Management Group
Indiana
$6K – – –
VAM
1995
Visionary Asset Management
Texas
$5K -$143K -3,205 -97%
NMIS
1996
Northwestern Mutual Investment Services
Wisconsin
$4K -$27.2K -609 -89%
PSC
1997
Prentiss Smith & Co
Vermont
$4K – – –
SAM
1998
Shamrock Asset Management
Texas
$2K – – –
SCM
1999
Siphron Capital Management
California
$2K – – –
MIM
2000
Macroview Investment Management
Maryland
$2K +$2.01K +45 New
78 79
80
81 82