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Name Holding Trade Value Shares
Change 		Change in
Stake
KM
1976
Kalos Management
Georgia
$638K -$11.3K -201 -2%
GBBWRPM
1977
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$636K +$78.5K +1,396 +14%
CCFM
1978
Clear Creek Financial Management
Washington
$635K +$120K +2,138 +23%
SIM
1979
SSI Investment Management
California
$634K -$8.44K -150 -1%
I
1980
INVST
Indiana
$633K +$44.3K +788 +7%
SAM
1981
Seelaus Asset Management
New Jersey
$631K +$12.8K +228 +2%
CFA
1982
Camarda Financial Advisors
Florida
$629K +$642K +11,404 New
APC
1983
Aspire Private Capital
North Carolina
$627K +$25.5K +454 +4%
ECG
1984
Edge Capital Group
Georgia
$625K -$1.15M -20,359 -64%
DIM
1985
Delta Investment Management
California
$625K +$170K +3,017 +36%
GKWIM
1986
Gerber Kawasaki Wealth & Investment Management
California
$620K -$638K -11,343 -50%
CA
1987
Capital Advantage
California
$620K -$5.91K -105 -0.9%
BAM
1988
Boyar Asset Management
New York
$619K – – –
HCM
1989
Howland Capital Management
Massachusetts
$618K -$145K -2,574 -19%
FAT
1990
First American Trust
California
$616K +$49.1K +873 +8%
GA
1991
Geller Advisors
New York
$616K +$628K +11,170 New
SA
1992
Shilanski & Associates
Alaska
$614K -$23.2K -412 -4%
LWM
1993
Loveless Wealth Management
Montana
$614K – – –
RHDIC
1994
R.H. Dinel Investment Counsel
California
$613K – – –
SDWIA
1995
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$613K +$18.1K +321 +3%
GFS
1996
GYL Financial Synergies
Connecticut
$613K +$19.4K +345 +3%
SMFS
1997
Squar Milner Financial Services
California
$613K +$160K +2,847 +34%
ST
1998
Somerset Trust
Pennsylvania
$611K -$8.16K -145 -1%
AI
1999
Accredited Investors
Minnesota
$610K -$42.1K -748 -6%
TC
2000
Trilogy Capital
California
$610K +$93.2K +1,656 +18%
78 79
80
81 82