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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1976
Capital Asset Advisory Services
Michigan
$277K -$8.81K -82 -3%
JFA
1977
JNBA Financial Advisors
Minnesota
$277K – – –
FCM
1978
Fourpath Capital Management
Oklahoma
$277K -$3.87K -36 -1%
MLFP
1979
MPS Loria Financial Planners
Illinois
$276K +$645 +6 +0.2%
PAS
1980
Point72 Asia (Singapore)
Singapore
$275K +$272K +2,535 New
GWM
1981
GSB Wealth Management
Connecticut
$273K -$7.2K -67 -3%
SAM
1982
Satovsky Asset Management
New York
$271K +$1.07K +10 +0.4%
SAM
1983
Summit Asset Management
Tennessee
$271K – – –
FWM
1984
FFT Wealth Management
Pennsylvania
$270K +$267K +2,489 New
BBA
1985
BLB&B Advisors
Pennsylvania
$270K +$267K +2,488 New
WAM
1986
Weiss Asset Management
Massachusetts
$270K +$267K +2,483 New
PWMG
1987
Prestige Wealth Management Group
New Jersey
$269K -$59.4K -553 -18%
CTA
1988
Chesley Taft & Associates
Illinois
$269K – – –
ISL
1989
Ingalls & Snyder LLC
New York
$269K – – –
AFT
1990
Alpha Family Trust
California
$269K +$266K +2,475 New
MC
1991
Marest Capital
California
$268K +$266K +2,471 New
UAM
1992
Unison Asset Management
Florida
$268K – – –
PP
1993
Paloma Partners
Connecticut
$268K -$1.39M -12,933 -84%
USWIA
1994
UP Strategic Wealth Investment Advisors
Pennsylvania
$267K +$264K +2,459 New
OCPWS
1995
One Charles Private Wealth Services
Massachusetts
$267K +$107 +1 +0%
EWM
1996
Evermay Wealth Management
Virginia
$266K +$1.5K +14 +0.6%
SIC
1997
SJS Investment Consulting
Ohio
$266K -$1.83K -17 -0.7%
PHAM
1998
Palisades Hudson Asset Management
Florida
$265K – – –
SWM
1999
SeaCrest Wealth Management
New York
$265K -$56.3K -524 -17%
RWI
2000
Red Wave Investments
Pennsylvania
$265K +$6.23K +58 +2%
78 79
80
81 82