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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1976
Mount Yale Investment Advisors
Colorado
$273K +$274K +2,228 New
SGCA
1977
Steel Grove Capital Advisors
Tennessee
$273K +$62.5K +508 +30%
HWA
1978
HHM Wealth Advisors
Tennessee
$273K – – –
TC
1979
Truvestments Capital
Florida
$272K -$861 -7 -0.3%
CMTU
1980
Capital Markets Trading (UK)
United Kingdom
$272K +$273K +2,219 New
AFT
1981
Alpha Family Trust
California
$272K – – –
JWM
1982
Jeppson Wealth Management
California
$272K – – –
PFGIA
1983
Patriot Financial Group Insurance Agency
Massachusetts
$271K +$271K +2,207 New
MFG
1984
MidWestOne Financial Group
Iowa
$270K -$44.3K -360 -14%
HC
1985
Hourglass Capital
Texas
$270K – – –
FWM
1986
Forza Wealth Management
Florida
$270K – – –
PCM
1987
Princeton Capital Management
New Jersey
$268K +$123 +1 +0%
PCG
1988
Prosperity Consulting Group
Maryland
$268K +$14.6K +119 +6%
OC
1989
Oarsman Capital
Wisconsin
$268K +$268K +2,183 New
SIM
1990
SSI Investment Management
California
$267K -$60.4K -491 -18%
SFA
1991
Seneca Financial Advisors
New York
$266K +$42.3K +344 +19%
AC
1992
ASB Consultores
Florida
$266K -$51.5K -419 -16%
POIA
1993
Pin Oak Investment Advisors
Texas
$266K – – –
CP
1994
Castleview Partners
Texas
$265K -$25.3K -206 -9%
EBA
1995
Eagle Bay Advisors
New York
$264K -$16.8K -137 -6%
BCA
1996
Bray Capital Advisors
Florida
$264K – – –
LFM
1997
LGT Fund Management
Liechtenstein
$264K – – –
MCP
1998
Mirador Capital Partners
California
$263K -$2.24M -18,195 -89%
SDWIA
1999
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$262K +$2.58K +21 +1%
MAA
2000
Matrix Asset Advisors
New York
$262K +$263K +2,139 New
78 79
80
81 82