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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1976
Advisornet Financial
Minnesota
$5.05M -$298K -2,226 -5%
GCL
1977
Gouws Capital LLC
North Carolina
$5.05M +$50.2K +375 +1%
BCMLT
1978
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.04M – – –
DC
1979
DeDora Capital
California
$5.03M -$170K -1,265 -3%
PFSC
1980
Peoples Financial Services Corp
Pennsylvania
$5.03M +$109K +811 +2%
IBOK
1981
Independence Bank of Kentucky
Kentucky
$5.03M +$73.7K +550 +1%
AT
1982
American Trust
Kentucky
$5.02M -$1.42M -10,628 -21%
GWS
1983
Glassman Wealth Services
Virginia
$5.01M +$1.77M +13,235 +51%
CAM
1984
Cubic Asset Management
Massachusetts
$5.01M +$2.95M +22,000 +127%
LWP
1985
LMG Wealth Partners
Louisiana
$5M +$27.2K +203 +0.5%
ONSWM
1986
Old North State Wealth Management
North Carolina
$4.99M -$13.4K -100 -0.3%
SSWM
1987
Strait & Sound Wealth Management
California
$4.99M -$1.07K -8 -0%
TYCC
1988
Texas Yale Capital Corp
Florida
$4.99M – – –
COI
1989
Connable Office Inc
Michigan
$4.97M -$1.07M -8,015 -17%
MDSL
1990
M.D. Sass LLC
New York
$4.97M +$482K +3,600 +10%
WWM
1991
WT Wealth Management
Arizona
$4.96M +$603K +4,500 +13%
RCM
1992
RB Capital Management
Nevada
$4.96M +$47.2K +352 +0.9%
OSNBOA
1993
Old Second National Bank of Aurora
Illinois
$4.95M -$194K -1,447 -4%
IP
1994
Ignite Planners
California
$4.94M +$1.04M +7,731 +25%
HNW
1995
High Note Wealth
Minnesota
$4.94M +$95K +709 +2%
MCM
1996
Mengis Capital Management
Oregon
$4.93M -$39.7K -296 -0.8%
HCM
1997
Hodges Capital Management
Texas
$4.93M -$837K -6,250 -14%
AWP
1998
Ascent Wealth Partners
New York
$4.93M -$13K -97 -0.2%
RAM
1999
Roanoke Asset Management
New Jersey
$4.92M -$12.1K -90 -0.2%
AC
2000
Asio Capital
Kentucky
$4.92M +$38.9K +290 +0.8%
78 79
80
81 82