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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1976
Strait & Sound Wealth Management
California
$5.82M +$58.7K +810 +1%
AWM
1977
Adams Wealth Management
Utah
$5.81M +$1.87M +25,830 +67%
CSA
1978
Cottage Street Advisors
Massachusetts
$5.8M -$78.3K -1,080 -2%
BCMO
1979
Buckingham Capital Management (Ohio)
Ohio
$5.8M +$1.58M +21,780 +51%
AI
1980
AXS Investments
New York
$5.8M -$1.9M -26,280 -29%
OL
1981
OneFund LLC
Florida
$5.79M -$91.3K -1,260 -2%
RCA
1982
Roberts Capital Advisors
Colorado
$5.77M +$4.63M +63,880 New
CAL
1983
Capital Analysts LLC
Pennsylvania
$5.76M +$197K +2,720 +4%
WPW
1984
Watershed Private Wealth
Illinois
$5.75M -$142K -1,960 -3%
AWM
1985
Accurate Wealth Management
Florida
$5.74M -$178K -2,460 -3%
LAS
1986
Lloyd Advisory Services
Georgia
$5.74M +$2.96M +40,880 +180%
BMCM
1987
Bryn Mawr Capital Management
Pennsylvania
$5.74M -$13K -180 -0.3%
GF
1988
Gries Financial
Ohio
$5.72M +$2.98M +41,160 +185%
DAM
1989
Derbend Asset Management
Georgia
$5.72M +$77.6K +1,070 +2%
HFF
1990
Halter Ferguson Financial
Indiana
$5.72M -$14.2M -195,540 -76%
VWA
1991
Visionary Wealth Advisors
Illinois
$5.71M -$791K -10,910 -15%
WMA
1992
West Michigan Advisors
Michigan
$5.71M +$338K +4,670 +8%
ECG
1993
Edge Capital Group
Georgia
$5.68M -$60.2K -830 -1%
SOS
1994
Silver Oak Securities
Tennessee
$5.68M -$2.36M -32,590 -34%
Q
1995
QVR
California
$5.67M +$4.55M +62,780 New
MFA
1996
Mayflower Financial Advisors
Massachusetts
$5.67M -$2.98M -41,160 -40%
LAIC
1997
Lederer & Associates Investment Counsel
California
$5.66M -$1.24M -17,170 -22%
HG
1998
Herbst Group
Connecticut
$5.65M -$1.21M -16,690 -21%
AAP
1999
Ardsley Advisory Partners
Connecticut
$5.65M +$4.53M +62,500 New
BCMLT
2000
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.64M +$237K +3,270 +6%
78 79
80
81 82