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Name Holding Trade Value Shares
Change 		Change in
Stake
COF
1976
Capital One Financial
Virginia
$762K -$76.4K -1,465 -9%
DAC
1977
Dividend Assets Capital
South Carolina
$762K -$24.4K -467 -3%
TFA
1978
Teamwork Financial Advisors
Texas
$758K -$92.7K -1,777 -11%
EAMA
1979
EFG Asset Management (Americas)
Florida
$756K -$97.7K -1,872 -11%
AAM
1980
Augustine Asset Management
Florida
$755K +$758K +14,531 New
1IA
1981
1620 Investment Advisors
Massachusetts
$755K +$758K +14,532 New
TC
1982
Titleist Capital
Texas
$755K +$758K +14,538 New
QI
1983
Qtron Investments
Massachusetts
$753K +$35.6K +682 +5%
CA
1984
Carson Advisory
Georgia
$753K +$757K +14,501 New
GFP
1985
Gryphon Financial Partners
Ohio
$752K -$41.1K -788 -5%
EAM
1986
Evanson Asset Management
California
$749K -$27.9K -534 -4%
GWM
1987
Gitterman Wealth Management
New Jersey
$749K +$79.7K +1,527 +12%
GAM
1988
Griffin Asset Management
New York
$746K +$530K +10,163 +243%
MAM
1989
Mystic Asset Management
Rhode Island
$745K +$748K +14,340 New
JFA
1990
Johanson Financial Advisors
California
$744K -$78.7K -1,508 -10%
BBA
1991
Baader Bank Aktiengesellschaft
Germany
$743K +$746K +14,300 New
KC
1992
Knuff & Co
California
$741K -$341K -6,540 -31%
SN
1993
Sittner & Nelson
Oregon
$740K +$125K +2,388 +20%
TWM
1994
Tradition Wealth Management
Minnesota
$739K -$65.8K -1,261 -8%
CFFP
1995
Center for Financial Planning
Michigan
$739K -$44.9K -861 -6%
AA
1996
Advisory Alpha
Michigan
$738K +$11.1K +213 +2%
VCS
1997
Vaughan & Co Securities
New Jersey
$738K +$237K +4,541 +47%
SFA
1998
Souders Financial Advisors
Ohio
$737K -$2.73M -52,382 -79%
MPCG
1999
Matrix Private Capital Group
New York
$736K -$160K -3,070 -18%
SWM
2000
Selective Wealth Management
Virginia
$736K -$124K -2,376 -14%
78 79
80
81 82