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Name Holding Trade Value Shares
Change 		Change in
Stake
CUAMC
1976
China Universal Asset Management Company
China
$2.42K – – –
DCM
1977
Davidson Capital Management
Texas
$2.28K -$480 -6 -16%
TAM
1978
Tucker Asset Management
Colorado
$2.19K – – –
PLU
1979
Performa Ltd (US)
South Carolina
$2.14K +$400 +5 +20%
SC
1980
Sierra Capital
Florida
$2K -$5.28K -66 -73%
GKIM
1981
GW&K Investment Management
Massachusetts
$2K -$2K -25 -43%
HWM
1982
Horizons Wealth Management
North Carolina
$2K – – –
KFP
1983
KB Financial Partners
New Jersey
$2K – – –
LFA
1984
Level Financial Advisors
New York
$2K – – –
PFG
1985
Piershale Financial Group
Illinois
$1.85K +$2.08K +26 New
DI
1986
Disciplined Investments
Oklahoma
$1.78K -$3.6K -45 -64%
CAS
1987
Coppell Advisory Solutions
Texas
$1.78K +$2K +25 New
CASC
1988
Coppell Advisory Solutions Corp
Texas
$1.78K +$2K +25 New
LIA
1989
Luken Investment Analytics
Tennessee
$1.78K +$2K +25 New
RF
1990
Robbins Farley
New Hampshire
$1.78K +$2K +25 New
WBC
1991
West Branch Capital
Massachusetts
$1.78K -$689K -8,614 -100%
LG
1992
LAM Group
Oregon
$1.28K +$1.44K +18 New
CWA
1993
Carolina Wealth Advisors
South Carolina
$1K – – –
HFS
1994
HBC Financial Services
Washington
$1K – – –
TFA
1995
Transamerica Financial Advisors
Florida
$1K +$640 +8 New
SJIM
1996
St. Johns Investment Management
Florida
$783 – – –
BCH
1997
Berkshire Capital Holdings
California
$712 – – –
RDFA
1998
Ritter Daniher Financial Advisory
Ohio
$712 – – –
WA
1999
WestEnd Advisors
North Carolina
$570 -$4.16K -52 -87%
TWD
2000
True Wealth Design
Ohio
$499 +$560 +7 New
78 79
80
81 82