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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1976
Palouse Capital Management
Washington
– -$1.31M -20,517 Closed
IA
1977
Icon Advisers
Colorado
– -$1.21M -19,059 Closed
RAG
1978
RIA Advisory Group
Iowa
– -$1.12M -17,636 Closed
WW
1979
Waterfront Wealth
Kansas
– -$1.14M -17,495 Closed
BW
1980
BXM Wealth
Colorado
– -$80.6K -16,616 Closed
DS
1981
DRW Securities
Illinois
– -$911K -14,300 Closed
NPF
1982
Norris Perne & French
Michigan
– -$880K -13,819 Closed
QIM
1983
Quantitative Investment Management
Virginia
– -$843K -13,246 Closed
BLFG
1984
Brian Low Financial Group
Louisiana
– -$809K -12,696 Closed
LCM
1985
Logan Capital Management
Pennsylvania
– -$761K -12,553 Closed
JF
1986
Jump Financial
Illinois
– -$796K -12,490 Closed
JWCA
1987
J.W. Cole Advisors
Florida
– -$771K -12,379 Closed
VIM
1988
Vinva Investment Management
Australia
– -$711K -11,622 Closed
FFM
1989
Forum Financial Management
Illinois
– -$732K -11,487 Closed
SRL
1990
Scientech Research LLC
New Jersey
– -$709K -11,123 Closed
HH
1991
Hilltop Holdings
Texas
– -$699K -10,968 Closed
BCP
1992
Blackhawk Capital Partners
Wisconsin
– -$679K -10,651 Closed
LTM
1993
Lotus Technology Management
Florida
– -$642K -10,079 Closed
DAM
1994
DLD Asset Management
New York
– -$633K -9,937 Closed
TCWA
1995
Turtle Creek Wealth Advisors
Texas
– -$633K -9,932 Closed
AI
1996
Accredited Investors
Minnesota
– -$598K -9,393 Closed
OHWP
1997
Oak Harbor Wealth Partners
North Carolina
– -$586K -9,192 Closed
CIS
1998
Connors Investor Services
Pennsylvania
– -$552K -8,660 Closed
CGPCS
1999
Capital Group Private Client Services
California
– -$524K -8,230 Closed
EAM
2000
Empirical Asset Management
Massachusetts
– -$426K -7,711 Closed
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80
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