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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1976
Geier Asset Management
Maryland
$559K +$507K +1,919 New
WFA
1977
Wade Financial Advisory
California
$558K -$20.9K -79 -4%
LFA
1978
Legacy Financial Advisors
Kentucky
$558K +$39.4K +149 +8%
CAWM
1979
Capital Advisors Wealth Management
Washington
$558K +$61.3K +232 +14%
FWCM
1980
Ferguson Wellman Capital Management
Oregon
$556K -$7.13K -27 -1%
DOA
1981
D'Orazio & Associates
Virginia
$554K – – –
WJA
1982
Willis Johnson & Associates
Texas
$554K +$8.45K +32 +2%
ECG
1983
Edge Capital Group
Georgia
$552K – – –
TM
1984
Titan Managers
Arizona
$547K – – –
MA
1985
Modus Advisors
Minnesota
$547K +$792 +3 +0.2%
SGI
1986
Summit Global Investments
Utah
$545K +$1.58K +6 +0.3%
LC
1987
Lindbrook Capital
California
$544K +$8.98K +34 +2%
LRPA
1988
L. Roy Papp & Associates
Arizona
$543K – – –
PBO
1989
Peoples Bank (Ohio)
Ohio
$541K +$6.34K +24 +1%
PCM
1990
Perritt Capital Management
Illinois
$540K -$15.8K -60 -3%
CST
1991
Charles Schwab Trust
Nevada
$540K +$110K +415 +29%
GAMC
1992
Garner Asset Management Corp
Texas
$539K – – –
DS
1993
DRW Securities
Illinois
$539K +$488K +1,848 New
G
1994
GenTrust
Florida
$534K +$244K +923 +101%
MG
1995
Markel Group
Virginia
$533K – – –
CI
1996
Chartist Inc
California
$532K -$5.81K -22 -1%
TCMP
1997
Thrive Capital Management (Pennsylvania)
Pennsylvania
$529K +$163K +616 +51%
BCA
1998
Bay Colony Advisors
Massachusetts
$528K +$231K +875 +93%
LWAM
1999
Legacy Wealth Asset Management
Minnesota
$526K +$52.8K +200 +12%
MWA
2000
Meridian Wealth Advisors
Texas
$526K +$233K +882 +96%
78 79
80
81 82