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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1976
Nicolet Advisory Services
Wisconsin
$3.17M -$354K -7,640 -11%
FTIS
1977
First Trust Investment Solutions
Florida
$3.17M +$2.96M +63,970 New
TNAM
1978
Terra Nova Asset Management
New York
$3.16M -$776K -16,740 -21%
WH
1979
Willner & Heller
California
$3.16M +$2.96M +63,780 New
SCM
1980
Sage Capital Management
New Jersey
$3.16M +$2.95M +63,760 New
BMCM
1981
Bryn Mawr Capital Management
Pennsylvania
$3.16M +$1.32M +28,540 +81%
ECG
1982
Edge Capital Group
Georgia
$3.16M +$54.7K +1,180 +2%
CSA
1983
Cottage Street Advisors
Massachusetts
$3.15M +$311K +6,710 +11%
WFI
1984
West Family Investments
California
$3.15M +$32K +690 +1%
ISB
1985
Iowa State Bank
Iowa
$3.15M +$45.4K +980 +2%
WCM
1986
Washburn Capital Management
Florida
$3.15M +$134K +2,890 +5%
NAG
1987
Northstar Advisory Group
New Jersey
$3.15M -$332K -7,160 -10%
WMA
1988
Wealth Management Associates
New Jersey
$3.14M -$408K -8,810 -12%
FHWM
1989
Fox Hill Wealth Management
Massachusetts
$3.14M +$2.94M +63,430 New
CB
1990
Community Bank
New York
$3.14M -$13K -280 -0.4%
AC
1991
AMS Capital
Brazil
$3.14M +$2.94M +63,350 New
KFS
1992
Kaizen Financial Strategies
California
$3.14M -$210K -4,530 -7%
FEG
1993
Financial Enhancement Group
Indiana
$3.13M – – –
GCP
1994
GSA Capital Partners
United Kingdom
$3.12M -$3.48M -75,000 -54%
CFS
1995
Commonwealth Financial Services
West Virginia
$3.12M -$74.1K -1,600 -2%
HCM
1996
HMS Capital Management
Tennessee
$3.11M -$22.7K -490 -0.8%
HCM
1997
Howard Capital Management
Georgia
$3.11M -$10.7K -230 -0.4%
HPM
1998
Hoxton Planning & Management
West Virginia
$3.1M +$71.4K +1,540 +3%
FA
1999
Faithward Advisors
Pennsylvania
$3.1M -$546K -11,780 -21%
B
2000
Barings
North Carolina
$3.1M +$419K +9,040 +17%
78 79
80
81 82