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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
1976
SS&H Financial Advisors
Michigan
$18.7M +$53.1K +235 +0.3%
FMB
1977
Field & Main Bank
Kentucky
$18.7M -$16K -71 -0.1%
MIM
1978
Moseley Investment Management
Florida
$18.6M +$188K +832 +1%
FCFC
1979
First Commonwealth Financial Corp
Pennsylvania
$18.6M -$231K -1,022 -1%
DWMS
1980
Dominguez Wealth Management Solutions
Virginia
$18.6M -$6.33K -28 -0%
MWM
1981
Mattern Wealth Management
Kansas
$18.6M -$209K -923 -1%
LA
1982
LexAurum Advisors
Kansas
$18.6M +$1.21M +5,341 +8%
FNWM
1983
Financial Network Wealth Management
Utah
$18.6M +$15.6M +69,047 New
LWP
1984
LMG Wealth Partners
Louisiana
$18.6M +$6.1K +27 +0%
NO
1985
Ninety One
South Africa
$18.6M +$15.8M +69,984 +2,449%
PAS
1986
Professional Advisory Services
Florida
$18.5M -$671K -2,969 -4%
AOWM
1987
Alpha Omega Wealth Management
Virginia
$18.5M -$317K -1,404 -2%
BIM
1988
Baldwin Investment Management
Pennsylvania
$18.5M +$13.1K +58 +0.1%
FFG
1989
Frisch Financial Group
New York
$18.4M -$242K -1,070 -1%
AW
1990
Alteri Wealth
California
$18.4M +$272K +1,204 +2%
AWM
1991
Aprio Wealth Management
Georgia
$18.4M +$1.49M +6,603 +10%
HA
1992
Hamel Associates
New Jersey
$18.4M -$460K -2,037 -3%
DS
1993
DRW Securities
Illinois
$18.4M -$21.1M -93,596 -56%
DDPIC
1994
Deroy & Devereaux Private Investment Counsel
Michigan
$18.3M -$175K -774 -1%
AF
1995
Arrow Financial
New York
$18.3M +$38.9K +172 +0.2%
V
1996
VeraBank
Texas
$18.3M +$47K +208 +0.3%
SM
1997
Sweeney & Michel
California
$18.3M +$946K +4,187 +6%
WA
1998
WBH Advisory
Maryland
$18.3M -$55.1K -244 -0.3%
EAM
1999
Empirical Asset Management
Massachusetts
$18.3M +$3.68M +16,270 +21%
AT
2000
American Trust
Kentucky
$18.3M +$121K +536 +0.8%
78 79
80
81 82