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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1976
Cedar Brook Financial Partners
Ohio
$2.09M -$35.2K -1,060 -2%
SN
1977
Sittner & Nelson
Oregon
$2.09M -$24.9K -750 -1%
SQA
1978
Simon Quick Advisors
New Jersey
$2.08M -$163K -4,900 -9%
CIP
1979
Convergence Investment Partners
Florida
$2.07M +$423K +12,750 +35%
WCA
1980
Waypoint Capital Advisors
Minnesota
$2.07M +$30.5K +920 +2%
JE
1981
JMAC Enterprises
Pennsylvania
$2.07M +$154K +4,630 +10%
NB
1982
NBT Bank
New York
$2.07M -$195K -5,860 -11%
RZH
1983
Relyea Zuckerberg Hanson
Connecticut
$2.06M +$332K +10,010 +26%
CWM
1984
Connecticut Wealth Management
Connecticut
$2.05M +$315K +9,500 +24%
FP
1985
Financial Perspectives
Minnesota
$2.05M – – –
DCM
1986
Davidson Capital Management
Texas
$2.05M -$628K -18,930 -28%
PL
1987
Plancorp LLC
Missouri
$2.03M -$711K -21,420 -31%
NAMP
1988
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.03M -$141K -4,250 -8%
TAAM
1989
Top Ace Asset Management
Hong Kong
$2.03M +$1.59M +48,000 New
GSC
1990
G&S Capital
Colorado
$2.01M +$85K +2,560 +6%
TP
1991
Tranquility Partners
Tennessee
$2M -$167K -5,040 -10%
WP
1992
Westmount Partners
California
$2M +$3.98K +120 +0.3%
PWMG
1993
Prestige Wealth Management Group
New Jersey
$2M +$24.6K +740 +2%
CAG
1994
Curtis Advisory Group
California
$2M +$631K +19,010 +68%
AT
1995
American Trust
Kentucky
$1.99M -$78K -2,350 -5%
OWA
1996
Opal Wealth Advisors
New York
$1.99M +$864K +26,030 +124%
NMG
1997
New Millennium Group
Utah
$1.99M -$48.1K -1,450 -3%
NC
1998
NovaPoint Capital
Georgia
$1.98M +$10.3K +310 +0.7%
CDH
1999
Charles D. Hyman
$1.98M +$19.9K +600 +1%
APWM
2000
Argonautica Private Wealth Management
Massachusetts
$1.97M -$7.97K -240 -0.5%
78 79
80
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