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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1976
EPIQ Partners
Minnesota
$811K -$322K -5,700 -29%
AC
1977
Avestar Capital
New York
$809K -$87.4K -1,548 -10%
LDFR
1978
Lehman & Derafelo Financial Resources
Pennsylvania
$809K -$53.7K -952 -6%
EA
1979
Emerald Advisors
Washington
$808K +$16.7K +296 +2%
MA
1980
MCF Advisors
Kentucky
$808K +$89.8K +1,592 +13%
QCIG
1981
Quad-Cities Investment Group
Iowa
$806K +$14.2K +251 +2%
VAM
1982
Verity Asset Management
North Carolina
$805K +$23.4K +415 +3%
SWMP
1983
Signature Wealth Management Partners
New Jersey
$805K +$163K +2,888 +26%
KFA
1984
Krane Funds Advisors
New York
$805K +$458K +8,109 +142%
OPW
1985
Oxler Private Wealth
New York
$804K – – –
SJIM
1986
St. Johns Investment Management
Florida
$803K -$8.35K -148 -1%
SAM
1987
Summit Asset Management
Tennessee
$802K -$32.2K -571 -4%
SFWC
1988
Strategic Family Wealth Counselors
New Jersey
$802K +$5.64K +100 +0.7%
KC
1989
Kingfisher Capital
North Carolina
$802K +$81.8K +1,450 +12%
WGA
1990
Weather Gauge Advisory
Virginia
$801K +$9.88K +175 +1%
CWA
1991
Canvas Wealth Advisors
Kansas
$797K +$782K +13,854 New
NAG
1992
Northstar Advisory Group
New Jersey
$794K +$171K +3,039 +29%
AIS
1993
AM Investment Strategies
Tennessee
$793K +$71.6K +1,269 +10%
CWM
1994
Calamos Wealth Management
Illinois
$790K +$31.9K +565 +4%
KFI
1995
Key Financial Inc
Pennsylvania
$788K -$1.52K -27 -0.2%
W
1996
WealthStone
Ohio
$788K +$339 +6 +0%
WA
1997
WP Advisors
California
$787K +$764K +13,532 New
CAC
1998
Core Alternative Capital
Georgia
$787K +$764K +13,538 New
EI
1999
Ellevest Inc
New York
$786K -$78.9K -1,398 -9%
SG
2000
Stonnington Group
California
$786K +$760K +13,463 New
78 79
80
81 82