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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
MV Capital Management
Maryland
$179K +$890 +8 +0.5%
SIS
1977
Sound Income Strategies
Florida
$178K +$28.1K +253 +17%
MS
1978
Mizuho Securities
Japan
$176K +$190K +1,710 New
BC
1979
BIT Capital
Germany
$174K +$67K +603 +55%
GGI
1980
Godsey & Gibb Inc
Virginia
$173K – – –
HWA
1981
HHM Wealth Advisors
Tennessee
$171K +$35.5K +319 +24%
SI
1982
Sava Infond
Slovenia
$170K +$106K +950 +136%
NB
1983
NBT Bank
New York
$168K -$44.9K -404 -20%
MA
1984
MCF Advisors
Kentucky
$164K -$28.8K -259 -14%
CAM
1985
Chesapeake Asset Management
New York
$163K -$10.2K -92 -5%
TFA
1986
Toth Financial Advisory
Virginia
$161K -$492K -4,421 -74%
CW
1987
Curio Wealth
Maryland
$159K -$146K -1,315 -100%
SC
1988
SouthState Corp
Florida
$158K +$124K +1,112 +262%
GTAM
1989
Global Trust Asset Management
Florida
$157K -$34K -306 -17%
DIP
1990
DT Investment Partners
Pennsylvania
$156K – – –
GC
1991
Garde Capital
Washington
$156K +$66.4K +597 +65%
WT
1992
Washington Trust
Rhode Island
$154K +$1.33K +12 +0.8%
FMP
1993
Financial Management Professionals
Texas
$153K +$18.6K +167 +13%
DAM
1994
Delta Asset Management
Tennessee
$152K – – –
NIA
1995
NBZ Investment Advisors
Tennessee
$151K +$163K +1,469 New
DPW
1996
DiNuzzo Private Wealth
Pennsylvania
$148K -$2K -18 -1%
ACM
1997
Adalta Capital Management
New York
$147K – – –
UCB
1998
United Community Bank
South Carolina
$146K +$44.3K +398 +39%
CFG
1999
CKW Financial Group
Hawaii
$146K – – –
MWA
2000
Medallion Wealth Advisors
Connecticut
$140K +$14.3K +129 +10%
78 79
80
81 82