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Name Holding Trade Value Shares
Change 		Change in
Stake
E
1976
Ergoteles
New York
$1.22M +$952K +43,980 New
FCB
1977
First County Bank
Connecticut
$1.22M +$4.33K +200 +0.5%
TC
1978
Truvestments Capital
Florida
$1.22M +$4.76K +220 +0.5%
FG
1979
Fiduciary Group
Georgia
$1.22M -$5.63K -260 -0.6%
TCM
1980
Tributary Capital Management
Nebraska
$1.22M -$21.6K -1,000 -2%
CPA
1981
Cardiff Park Advisors
California
$1.21M +$13.2K +610 +1%
MWPCG
1982
Measured Wealth Private Client Group
New Hampshire
$1.21M +$65.1K +3,010 +7%
JGUA
1983
John G. Ullman & Associates
New York
$1.21M -$10.8K -500 -1%
VLC
1984
Van Leeuwen & Company
New Jersey
$1.21M +$944K +43,620 New
TFGT
1985
TS Financial Group (TSFG)
Illinois
$1.21M +$50.9K +2,350 +6%
QT
1986
Quantamental Technologies
New York
$1.2M +$938K +43,340 New
6F
1987
626 Financial
Michigan
$1.2M +$5.84K +270 +0.6%
EMG
1988
ETF Managers Group
New Jersey
$1.2M -$228K -10,520 -20%
NC
1989
NinePointTwo Capital
California
$1.2M -$18K -830 -2%
MA
1990
Montag & Associates
Georgia
$1.2M -$98.7K -4,560 -10%
NGA
1991
Naples Global Advisors
Florida
$1.2M +$9.09K +420 +1%
PFC
1992
Phocas Financial Corp
California
$1.2M -$68.2K -3,150 -7%
SCM
1993
Schnieders Capital Management
California
$1.2M +$275K +12,720 +42%
RFA
1994
Resurgent Financial Advisors
Georgia
$1.19M +$198K +9,150 +27%
TAM
1995
Todd Asset Management
Kentucky
$1.19M – – –
MAC
1996
Mason & Associates (California)
California
$1.18M – – –
AA
1997
Advisory Alpha
Michigan
$1.18M -$65.4K -3,020 -7%
WCFA
1998
Walkner Condon Financial Advisors
Wisconsin
$1.18M +$40.3K +1,860 +5%
AWM
1999
Adams Wealth Management
Utah
$1.18M -$235K -10,880 -20%
CAM
2000
Cubic Asset Management
Massachusetts
$1.18M +$12.6K +580 +1%
78 79
80
81 82