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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
SCS Capital Management
Massachusetts
$3.37M -$831K -2,587 -21%
RIA
1977
Regal Investment Advisors
Michigan
$3.37M +$318K +989 +11%
NAAA
1978
New Age Alpha Advisors
New York
$3.37M +$2.37M +7,370 +301%
LI
1979
Louisbourg Investments
New Brunswick, Canada
$3.36M +$46.6K +145 +1%
REMPR
1980
Roof Eidam Maycock Peralta (REMP)
California
$3.36M -$16.1K -50 -0.5%
CWA
1981
Crusonia Wealth Advisors
Colorado
$3.36M +$74.2K +231 +2%
OIS
1982
Okabena Investment Services
Minnesota
$3.35M +$880K +2,740 +39%
MWM
1983
M3 Wealth Management
Ohio
$3.35M +$14.4K +45 +0.5%
AA
1984
Advisory Alpha
Michigan
$3.34M +$597K +1,861 +24%
SPWG
1985
Syntegra Private Wealth Group
Missouri
$3.34M -$169K -527 -5%
GFI
1986
Global Frontier Investments
South Carolina
$3.33M – – –
AOWM
1987
Alpha Omega Wealth Management
Virginia
$3.33M -$60.7K -189 -2%
CSPIA
1988
Cary Street Partners Investment Advisory
Virginia
$3.32M +$436K +1,359 +16%
CFGW
1989
Chancellor Financial Group WB
Pennsylvania
$3.32M +$11.2K +35 +0.4%
EA
1990
Ellsworth Advisors
Ohio
$3.32M +$129K +403 +5%
EGM
1991
Engineers Gate Manager
New York
$3.32M -$35M -108,877 -92%
CTC
1992
Cetera Trust Company
Minnesota
$3.31M +$14.4K +45 +0.5%
PH
1993
Pinnacle Holdings
Oklahoma
$3.31M -$133K -413 -4%
MCA
1994
MSH Capital Advisors
Arizona
$3.3M +$323K +1,006 +12%
GPA
1995
Garrison Point Advisors
California
$3.3M -$65.8K -205 -2%
CCT
1996
Chemung Canal Trust
New York
$3.3M +$18.3K +57 +0.6%
RA
1997
RiverPark Advisors
New York
$3.29M -$228K -711 -7%
BHA
1998
Beech Hill Advisors
New York
$3.29M -$321 -1 -0%
TCPG
1999
Trivant Custom Portfolio Group
California
$3.29M -$16.4K -51 -0.5%
ITFISA
2000
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.28M +$876K +2,728 +40%
78 79
80
81 82