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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1976
Criterion Capital Advisors
Tennessee
$2.62M +$52.2K +189 +2%
GSWM
1977
Greenup Street Wealth Management
Michigan
$2.62M +$76.8K +278 +3%
TGCMU
1978
Titan Global Capital Management USA
New York
$2.61M -$39.5K -143 -2%
SFPG
1979
Stonebridge Financial Planning Group
Florida
$2.6M -$3.31K -12 -0.1%
PP
1980
Paloma Partners
Connecticut
$2.59M +$2.56M +9,258 +25,022%
HCCM
1981
Hudson Canyon Capital Management
New York
$2.59M – – –
DCM
1982
Davidson Capital Management
Texas
$2.59M +$12.1K +44 +0.5%
JSL
1983
JT Stratford LLC
Georgia
$2.58M +$1.25M +4,517 +96%
HI
1984
Handelsinvest Investeringsforvaltning
Denmark
$2.58M -$461K -1,668 -15%
GWSG
1985
GPS Wealth Strategies Group
Colorado
$2.58M -$1.66K -6 -0.1%
CIA
1986
Compass Ion Advisors
Pennsylvania
$2.58M -$9.11K -33 -0.4%
CWM
1987
Compass Wealth Management
Connecticut
$2.57M -$27.6K -100 -1%
SHFA
1988
SS&H Financial Advisors
Michigan
$2.57M -$250K -905 -9%
SMH
1989
Sanders Morris Harris
Texas
$2.57M +$975K +3,533 +62%
NB
1990
Northwest Bancshares
Pennsylvania
$2.57M +$273K +990 +12%
RAM
1991
Ramirez Asset Management
New York
$2.57M -$179K -650 -7%
DC
1992
DeDora Capital
California
$2.55M -$98K -355 -4%
RIA
1993
Realta Investment Advisors
Delaware
$2.54M -$56.9K -206 -2%
BAM
1994
Byrne Asset Management
New Jersey
$2.54M +$13.3K +48 +0.5%
MPPLM
1995
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.54M +$408K +1,479 +19%
DIP
1996
DT Investment Partners
Pennsylvania
$2.53M -$130K -470 -5%
HAC
1997
Harbor Advisory Corp
New Hampshire
$2.53M -$38.9K -141 -2%
GDP
1998
Great Diamond Partners
Maine
$2.53M -$16.6K -60 -0.7%
PA
1999
PFW Advisors
Georgia
$2.53M +$1.95M +7,069 +357%
MCWS
2000
McKinley Carter Wealth Services
West Virginia
$2.51M +$1.07M +3,882 +76%
78 79
80
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