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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
1976
Vantage Financial Partners (Wisconsin)
Wisconsin
$202K – – –
TF
1977
Talbot Financial
Washington
$201K -$10.4K -50 -5%
ACMA
1978
Arbor Capital Management (Alaska)
Alaska
$201K – – –
AIM
1979
Arcadia Investment Management
Michigan
$201K – – –
AWM
1980
Arista Wealth Management
Nevada
$200K -$623 -3 -0.3%
FMWA
1981
Forvis Mazars Wealth Advisors
Missouri
$200K -$20.8K -100 -10%
EFM
1982
E Fund Management
China
$200K -$21.4K -103 -10%
PWMG
1983
Prestige Wealth Management Group
New Jersey
$198K +$3.32K +16 +2%
TSW
1984
Thompson Siegel & Walmsley
Virginia
$196K -$23.7K -114 -11%
PIAS
1985
PCA Investment Advisory Services
Ohio
$195K +$191K +921 New
CAL
1986
Capital Advisors Ltd
Ohio
$189K +$59.4K +286 +47%
IRAG
1987
Investment Research & Advisory Group
Georgia
$187K – – –
JWM
1988
Janiczek Wealth Management
Colorado
$185K – – –
TIM
1989
Tortoise Investment Management
New York
$185K +$145K +700 +400%
WAM
1990
WFA Asset Management
Wisconsin
$181K -$10.4K -50 -6%
SIS
1991
Sound Income Strategies
Florida
$179K +$48.2K +232 +38%
SGC
1992
Slocum, Gordon & Co
Rhode Island
$178K +$14.5K +70 +9%
CBT
1993
Central Bank & Trust
Kentucky
$176K +$35.5K +171 +26%
CFO
1994
CVA Family Office
Colorado
$174K +$27.6K +133 +19%
MMG
1995
Monetary Management Group
Missouri
$174K – – –
FNBOSM
1996
First National Bank of South Miami
Florida
$174K -$56.1K -270 -25%
BWL
1997
Bogart Wealth LLC
Virginia
$173K – – –
JFGIW
1998
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$173K -$66.7K -321 -28%
EWM
1999
Evermay Wealth Management
Virginia
$173K -$10.4K -50 -6%
PP
2000
PrairieView Partners
Minnesota
$172K – – –
78 79
80
81 82