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Name Holding Trade Value Shares
Change 		Change in
Stake
UF
1976
Univest Financial
Pennsylvania
$12.7M -$1.71M -5,444 -13%
ERIC
1977
Eagle Rock Investment Company
Georgia
$12.7M +$38.2K +122 +0.3%
LIP
1978
Lighthouse Investment Partners
Florida
$12.7M +$6.74M +21,515 +136%
GA
1979
Geller Advisors
New York
$12.7M +$4.78M +15,237 +69%
UCMOK
1980
United Capital Management of KS
Kansas
$12.7M -$6.89K -22 -0.1%
BWA
1981
BDO Wealth Advisors
Florida
$12.7M +$297K +948 +3%
PAM
1982
Pegasus Asset Management
New York
$12.6M +$2.51K +8 +0%
NAS
1983
Nicolet Advisory Services
Wisconsin
$12.6M +$783K +2,499 +7%
ASA
1984
Armstrong Shaw Associates
Connecticut
$12.6M -$1.37M -4,380 -11%
GWANC
1985
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.6M +$760K +2,426 +7%
SIG
1986
Sargent Investment Group
Maryland
$12.6M -$286K -911 -2%
AFM
1987
Abbot Financial Management
Massachusetts
$12.5M -$158K -504 -1%
FPFS
1988
First Personal Financial Services
North Carolina
$12.5M -$304K -971 -3%
MYIA
1989
Mount Yale Investment Advisors
Colorado
$12.5M -$412K -1,313 -3%
RCM
1990
Ravenstone Capital Management
$12.5M -$168K -535 -1%
GSEP
1991
Golden State Equity Partners
California
$12.5M +$3.35M +10,686 +41%
FPGK
1992
Financial Partners Group (Kansas)
Kansas
$12.5M +$25.7K +82 +0.2%
SCP
1993
Shorepoint Capital Partners
Massachusetts
$12.4M -$239K -762 -2%
FNWM
1994
Financial Network Wealth Management
Utah
$12.4M -$200K -639 -2%
GMA
1995
Glassy Mountain Advisors
Maryland
$12.4M +$11.4M +36,470 New
4WM
1996
44 Wealth Management
Oregon
$12.4M -$317K -1,011 -3%
HH
1997
Hilltop Holdings
Texas
$12.4M +$315K +1,004 +3%
BMWM
1998
Brown Miller Wealth Management
Virginia
$12.4M -$33.5K -107 -0.3%
TCCM
1999
Timber Creek Capital Management
Massachusetts
$12.4M -$3.69M -11,787 -25%
SM
2000
STF Management
Texas
$12.4M -$8.84M -28,204 -44%
78 79
80
81 82