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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1976
Center for Financial Planning
Michigan
$269K -$81.8K -4,100 -24%
BEI
1977
Benjamin Edwards Inc
Missouri
$269K +$24.8K +1,245 +11%
TT
1978
TI-Trust
Illinois
$268K -$69.5K -3,485 -21%
APIM
1979
Agate Pass Investment Management
Washington
$268K -$37.3K -1,868 -13%
WMS
1980
Wealth Management Solutions
Pennsylvania
$267K -$153K -7,672 -38%
GCP
1981
Gill Capital Partners
Colorado
$267K -$73.1K -3,665 -24%
LAM
1982
L2 Asset Management
Massachusetts
$267K -$68.8K -3,449 -21%
EIP
1983
Ellis Investment Partners
Pennsylvania
$266K -$38K -1,907 -13%
CAM
1984
Campion Asset Management
Virginia
$266K +$3.53K +177 +1%
SIG
1985
Sky Investment Group
Connecticut
$266K +$5.21K +261 +2%
WAS
1986
Wealth Advisory Solutions
Indiana
$266K +$254K +12,714 New
MIA
1987
MMBG Investment Advisors
Florida
$265K -$186K -9,329 -42%
HFP
1988
Holistic Financial Partners
Indiana
$265K -$37.9K -1,901 -13%
HI
1989
Hoey Investments
Pennsylvania
$265K -$2.53K -127 -1%
PMFA
1990
Plante Moran Financial Advisors
Michigan
$264K -$131K -6,554 -34%
AWM
1991
Affinity Wealth Management
Delaware
$264K -$82.1K -4,118 -24%
SCI
1992
Stableford Capital II
Arizona
$263K -$1.08M -54,398 -79%
KFC
1993
Klingenstein Fields & Co
New York
$263K -$120K -5,993 -32%
PBC
1994
Pavion Blue Capital
California
$263K -$49.3K -2,470 -16%
AWM
1995
Aries Wealth Management
Maine
$263K +$250K +12,554 New
JCM
1996
Jag Capital Management
Missouri
$263K +$251K +12,569 New
GAA
1997
Global Assets Advisory
Florida
$263K +$254K +12,727 New
MSR
1998
Main Street Research
Connecticut
$262K -$112K -5,633 -31%
FWSM
1999
First Wilshire Securities Management
California
$262K -$92.7K -4,651 -27%
SQA
2000
Simon Quick Advisors
New Jersey
$262K +$214K +10,746 +307%