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Analog Devices
ADI

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1976
Hanson & Doremus Investment Management
Vermont
$29K – – –
CJ
1977
Caitlin John
Michigan
$28K – – –
LIA
1978
Limestone Investment Advisors
New York
$28K +$28K +88 New
AFG
1979
Albion Financial Group
Utah
$27.7K -$11.5K -36 -29%
GEA
1980
Glen Eagle Advisors
New Jersey
$27.4K – – –
KFP
1981
Kerr Financial Planning
California
$26.3K +$318 +1 +1%
MSWA
1982
Marshall & Sterling Wealth Advisors
New York
$26.1K – – –
FNWA
1983
Financial Network Wealth Advisors
Utah
$25.8K +$6.04K +19 +31%
MCP
1984
Miller Capital Partners
Michigan
$25.1K – – –
MAM
1985
Marquette Asset Management
Minnesota
$25.1K +$10.5K +33 +72%
RTL
1986
Red Tortoise LLC
Georgia
$25.1K – – –
OWA
1987
Opal Wealth Advisors
New York
$24.8K +$24.8K +78 New
LWMI
1988
Legacy Wealth Management (Idaho)
Idaho
$24.2K +$5.41K +17 +29%
BW
1989
Bravera Wealth
North Dakota
$24.2K +$14K +44 +138%
TC
1990
Trust Company
Kansas
$23.9K – – –
DWM
1991
Dogwood Wealth Management
Kansas
$23.9K +$13K +41 +121%
BHWM
1992
Beaird Harris Wealth Management
Texas
$23.5K – – –
BFP
1993
Birchwood Financial Partners
Minnesota
$22.9K – – –
AW
1994
Ankerstar Wealth
Texas
$22.3K – – –
PWA
1995
Provenance Wealth Advisors
Florida
$22.3K – – –
TCM
1996
Triumph Capital Management
Colorado
$22.3K +$21.6K +68 +3,400%
RWM
1997
Raffa Wealth Management
District of Columbia
$21.6K +$636 +2 +3%
Q1WB
1998
Quest 10 Wealth Builders
Virginia
$21.1K +$1.59K +5 +8%
SR
1999
Swiss Re
Switzerland
$21K – – –
HWP
2000
Highline Wealth Partners
California
$21K +$6.04K +19 +40%
78 79
80
81 82