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Name Holding Trade Value Shares
Change 		Change in
Stake
GCMG
1976
Gyroscope Capital Management Group
Florida
– -$283K -12,000 Closed
LC
1977
Longitude (Cayman)
Cayman Islands
– -$283K -12,000 Closed
GWSG
1978
GPS Wealth Strategies Group
Colorado
– -$280K -11,910 Closed
AT
1979
American Trust
Kentucky
– -$271K -11,500 Closed
SOAMC
1980
Spirit of America Management Corp
New York
– -$247K -10,500 Closed
LCS
1981
Levin Capital Strategies
New York
– -$235K -10,000 Closed
WKSWA
1982
White Knight Strategic Wealth Advisors
New Jersey
– -$235K -9,970 Closed
EA
1983
Emerald Advisers
Pennsylvania
– -$227K -9,640 Closed
BFA
1984
Beaumont Financial Advisors
Massachusetts
– -$226K -9,590 Closed
PP
1985
Paloma Partners
Connecticut
– -$267K -9,510 Closed
AP
1986
Adero Partners
California
– -$260K -9,220 Closed
BBL
1987
Beck Bode LLC
Massachusetts
– -$213K -9,030 Closed
P
1988
&Partners
Tennessee
– -$200K -8,480 Closed
PF
1989
Phoenix Financial
Israel
– -$235K -8,360 Closed
PWS
1990
Precision Wealth Strategies
Missouri
– -$226K -8,010 Closed
CWM
1991
Castle Wealth Management
Florida
– -$174K -7,400 Closed
M1FG
1992
Mach-1 Financial Group
Arkansas
– -$123K -5,240 Closed
SWM
1993
Selective Wealth Management
Virginia
– -$116K -4,940 Closed
HI
1994
Hudock Inc
Pennsylvania
– -$105K -4,490 Closed
FEG
1995
Financial Enhancement Group
Indiana
– -$88K -3,720 Closed
DBG
1996
De Burlo Group
Massachusetts
– -$82.2K -3,490 Closed
Q
1997
QVR
California
– -$82K -3,470 Closed
KOCAA
1998
Knights of Columbus Asset Advisors
Connecticut
– -$81K -3,440 Closed
ODG
1999
O'Dell Group
Ohio
– -$73K -3,100 Closed
EMFAT
2000
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$72K -3,060 Closed
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