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Name Holding Trade Value Shares
Change 		Change in
Stake
ED
1976
Exane Derivatives
France
$8.59M +$687K +2,960 +9%
TCBWMS
1977
Texas Capital Bank Wealth Management Services
Texas
$8.59M +$180K +776 +2%
AWE
1978
Avidian Wealth Enterprises
Texas
$8.59M -$558K -2,406 -6%
AAMA
1979
Advanced Asset Management Advisors
Ohio
$8.58M -$23.2K -100 -0.3%
KI
1980
Kapitalo Investimentos
Brazil
$8.57M +$651K +2,804 +8%
WI
1981
WBI Investments
New Jersey
$8.56M +$2.37M +10,224 +39%
CA
1982
Cambridge Advisors
Nebraska
$8.54M -$451K -1,945 -5%
PCR
1983
Potrero Capital Research
California
$8.53M – – –
PFSC
1984
Peoples Financial Services Corp
Pennsylvania
$8.51M -$229K -985 -3%
CL
1985
Choreo LLC
Illinois
$8.49M -$242K -1,044 -3%
RBFC
1986
Roman Butler Fullerton & Co
Missouri
$8.49M +$112K +482 +1%
DMC
1987
Drexel Morgan & Co
Pennsylvania
$8.46M +$97K +418 +1%
SAM
1988
Selway Asset Management
$8.46M -$115K -495 -1%
RFM
1989
Royal Fund Management
Florida
$8.46M +$789K +3,399 +10%
LCP
1990
Legacy Capital Partners
Wisconsin
$8.45M +$17.4K +75 +0.2%
MCM
1991
McMillion Capital Management
North Carolina
$8.45M +$46.4K +200 +0.6%
COI
1992
Connable Office Inc
Michigan
$8.45M -$1.1M -4,756 -12%
CAG
1993
Csenge Advisory Group
Florida
$8.44M +$282K +1,217 +4%
4WM
1994
44 Wealth Management
Oregon
$8.44M +$252K +1,088 +3%
GSEP
1995
Golden State Equity Partners
California
$8.4M +$684K +2,948 +9%
JAG
1996
Journey Advisory Group
Kentucky
$8.4M +$995K +4,288 +14%
STB
1997
S&T Bank
Pennsylvania
$8.39M -$385K -1,659 -4%
EWA
1998
Encompass Wealth Advisors
Oregon
$8.39M -$369K -1,589 -4%
DSA
1999
Droms Strauss Advisors
Missouri
$8.38M +$29.9K +129 +0.4%
BCM
2000
Beck Capital Management
Texas
$8.37M -$2.99M -12,900 -27%
78 79
80
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