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Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1976
Quantamental Technologies
New York
– -$316K -48,000 Closed
EM
1977
Excalibur Management
Massachusetts
– -$295K -44,800 Closed
GIA
1978
GHP Investment Advisors
Colorado
– -$287K -43,600 Closed
VC
1979
Veracity Capital
Georgia
– -$262K -39,720 Closed
PG
1980
Prostatis Group
Maryland
– -$261K -39,560 Closed
BAC
1981
Boys Arnold & Co
North Carolina
– -$256K -38,880 Closed
CWG
1982
Cornerstone Wealth Group
North Carolina
– -$250K -37,920 Closed
LCM
1983
LVM Capital Management
Michigan
– -$235K -35,600 Closed
FA
1984
FCG Advisors
New Jersey
– -$223K -33,840 Closed
PP
1985
Peconic Partners
New York
– -$211K -32,000 Closed
GH
1986
GAM Holding
Switzerland
– -$208K -31,600 Closed
FFA
1987
Fragasso Financial Advisors
Pennsylvania
– -$208K -31,520 Closed
NWS
1988
Newport Wealth Strategies
California
– -$202K -28,400 Closed
MWM
1989
MBE Wealth Management
Wisconsin
– -$123K -18,680 Closed
WQ
1990
Wealth Quarterback
New Jersey
– -$91.5K -16,680 Closed
CA
1991
Crewe Advisors
Utah
– -$55K -8,360 Closed
AC
1992
AlphaCore Capital
California
– -$40K -6,040 Closed
WCM
1993
Wealthcare Capital Management
Virginia
– -$28K -4,320 Closed
AIS
1994
Accurate Investment Solutions
Pennsylvania
– -$25K -3,800 Closed
SMFS
1995
Squar Milner Financial Services
California
– -$21K -3,280 Closed
LSA
1996
Lion Street Advisors
Texas
– -$18K -2,800 Closed
YAL
1997
Your Advocates Ltd
Texas
– -$8K -1,200 Closed
CI
1998
Cordant Inc
Oregon
– -$6K -960 Closed
GFPC
1999
Global Financial Private Capital
Florida
– -$4K -680 Closed
TFA
2000
Transamerica Financial Advisors
Florida
– -$2K -200 Closed
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