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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1976
Cary Street Partners Investment Advisory
Virginia
$225K +$215K +1,144 New
BCP
1977
Blackhawk Capital Partners
Wisconsin
$224K +$243K +1,288 New
PIA
1978
Pinion Investment Advisors
Kansas
$222K – – –
ACA
1979
Affinity Capital Advisors
California
$221K -$16.6K -88 -7%
AT
1980
Arden Trust
Delaware
$219K -$14.1K -75 -6%
BWM
1981
Baystate Wealth Management
Massachusetts
$218K +$9.42K +50 +5%
BFC
1982
Bedel Financial Consulting
Indiana
$218K +$22.6K +120 +12%
FP
1983
Financial Perspectives
Minnesota
$218K – – –
BCM
1984
Bridgeway Capital Management
Texas
$217K -$5.12M -27,200 -96%
CCB
1985
Cutter & Co Brokerage
Missouri
$217K -$56.5K -300 -21%
AIP
1986
Ahrens Investment Partners
Louisiana
$217K +$207K +1,100 New
BA
1987
Birinyi Associates
Connecticut
$217K +$207K +1,100 New
RCG
1988
Rock Creek Group
District of Columbia
$216K -$74.4K -395 -26%
MAG
1989
Mayfair Advisory Group
Alabama
$216K -$22.2K -118 -10%
TCM
1990
Tradewinds Capital Management
Washington
$215K +$4.9K +26 +2%
CMBA
1991
C.M. Bidwell & Associates
Hawaii
$215K +$205K +1,090 New
KCM
1992
Karp Capital Management
California
$215K +$205K +1,090 New
AWM
1993
Aries Wealth Management
Maine
$215K +$206K +1,092 New
CCA
1994
Column Capital Advisors
Indiana
$214K -$33K -175 -14%
GC
1995
Garde Capital
Washington
$214K -$18.5K -98 -8%
QCM
1996
Quest Capital Management
Texas
$214K +$205K +1,088 New
RGIA
1997
Rainier Group Investment Advisory
Washington
$214K +$205K +1,088 New
SCA
1998
Stonebridge Capital Advisors
Minnesota
$213K +$14.1K +75 +7%
AWC
1999
Abundance Wealth Counselors
Pennsylvania
$213K +$204K +1,082 New
CFD
2000
Creative Financial Designs
Indiana
$212K +$34.3K +182 +20%
78 79
80
81 82