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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
Sowa Financial Group
Rhode Island
$368K +$5.74K +170 +2%
BAG
1977
Bridgewealth Advisory Group
California
$367K +$7.7K +228 +2%
GWS
1978
Glassman Wealth Services
Virginia
$366K -$9.16K -271 -2%
SRC
1979
Shufro Rose & Co
New York
$366K -$3.55K -105 -0.9%
PIA
1980
Pinion Investment Advisors
Kansas
$366K +$37.9K +1,121 +11%
AWM
1981
AllSquare Wealth Management
New York
$365K -$35.2K -1,042 -8%
BFIC
1982
Bedell Frazier Investment Counselling
California
$364K -$16.1K -475 -4%
BBI
1983
Baxter Bros Inc
Connecticut
$364K -$159K -4,696 -29%
CFS
1984
CRA Financial Services
New Jersey
$364K -$3.92K -116 -1%
IHL
1985
Investment House LLC
California
$364K – – –
AA
1986
Alta Advisers
United Kingdom
$363K – – –
AA
1987
Apriem Advisors
California
$363K -$79.6K -2,357 -17%
FFS
1988
Founders Financial Securities
Maryland
$362K -$530K -15,684 -58%
GWP
1989
Gateway Wealth Partners
Wisconsin
$362K -$8.95K -265 -2%
ABLA
1990
Alan B. Lancz & Associates
Ohio
$361K -$13.5K -400 -3%
QCIG
1991
Quad-Cities Investment Group
Iowa
$361K -$642 -19 -0.2%
JPMIA
1992
J.P. Marvel Investment Advisors
Massachusetts
$360K -$3.72K -110 -1%
SCM
1993
SOL Capital Management
Maryland
$360K +$28K +830 +8%
EBT
1994
Enterprise Bank & Trust
Massachusetts
$360K -$153K -4,518 -29%
BAM
1995
Boyar Asset Management
New York
$360K -$6.76K -200 -2%
PGF
1996
Plan Group Financial
Oklahoma
$359K -$43.8K -1,297 -10%
WFI
1997
West Family Investments
California
$359K +$86K +2,544 +30%
CC
1998
Constitution Capital
Connecticut
$359K -$77.7K -2,300 -17%
JWM
1999
Janiczek Wealth Management
Colorado
$358K +$121K +3,575 +48%
PWM
2000
Prentice Wealth Management
New York
$358K +$4.43K +131 +1%
78 79
80
81 82