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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1976
Newbridge Financial Services Group
Florida
$242K +$83.8K +623 +66%
LFS
1977
Legacy Financial Strategies
Kansas
$241K – – –
FFN
1978
Focus Financial Network
Minnesota
$240K +$4.84K +36 +2%
SWRP
1979
Summit Wealth & Retirement Planning
California
$240K -$17.9K -133 -8%
CCA
1980
Catalyst Capital Advisors
New York
$240K +$209K +1,555 New
KCM
1981
Karp Capital Management
California
$239K +$208K +1,545 New
SIC
1982
Sigma Investment Counselors
Michigan
$239K +$208K +1,549 New
PBC
1983
Pavion Blue Capital
California
$238K – – –
GRQ
1984
Gardner Russo & Quinn
Pennsylvania
$238K +$208K +1,542 New
WAM
1985
WNY Asset Management
New York
$237K -$25.3K -188 -11%
CSM
1986
CAMG Solamere Management
North Carolina
$237K – – –
FANJ
1987
Financial Architects (New Jersey)
New Jersey
$237K +$4.04K +30 +2%
DP
1988
Denver PWM
Colorado
$237K +$204K +1,515 New
WCA
1989
Westover Capital Advisors
Delaware
$237K +$206K +1,533 New
WAS
1990
Wealth Advisory Solutions
Indiana
$237K +$207K +1,536 New
BOM
1991
Bank of Marin
California
$236K +$1.48K +11 +0.7%
HFA
1992
Hoover Financial Advisors
Pennsylvania
$236K +$26.4K +196 +15%
XF
1993
XML Financial
Maryland
$236K +$205K +1,525 New
CC
1994
Courier Capital
New York
$235K -$7.94K -59 -4%
PA
1995
Perennial Advisors
New York
$235K -$942 -7 -0.5%
ARMC
1996
American Research & Management Company
Massachusetts
$235K +$6.73K +50 +3%
WIA
1997
Westbourne Investment Advisors
Maryland
$234K – – –
MPW
1998
Monterey Private Wealth
California
$233K -$3.5K -26 -2%
BSSFA
1999
Baron Silver Stevens Financial Advisors
Florida
$233K +$203K +1,509 New
BCFD
2000
Boit C.F. David
$232K +$202K +1,500 New
78 79
80
81 82