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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
1976
EnRich Financial Partners
Wisconsin
$33.5K – – –
KWAG
1977
Kiely Wealth Advisory Group
North Carolina
$33.4K +$35.3K +198 New
FF
1978
Friedenthal Financial
New Jersey
$32.2K – – –
FIM
1979
FWL Investment Management
Texas
$32.2K – – –
APC
1980
Aspire Private Capital
North Carolina
$30.6K +$4.99K +28 +20%
VAG
1981
VisionPoint Advisory Group
Texas
$30K -$8.56K -48 -23%
AF
1982
Arrow Financial
New York
$29.1K – – –
CB
1983
CNB Bank
Pennsylvania
$28.4K +$8.91K +50 +47%
WAM
1984
WFA Asset Management
Wisconsin
$28.2K -$19.8K -111 -42%
CTWM
1985
Cherry Tree Wealth Management
Minnesota
$27.8K – – –
BBPWM
1986
Blue Bell Private Wealth Management
Pennsylvania
$27.6K -$1.43K -8 -5%
TCCM
1987
Timber Creek Capital Management
Massachusetts
$27.3K – – –
RWPA
1988
Richard W. Paul & Associates
Michigan
$26.9K – – –
SCA
1989
Southern Capital Advisors
Tennessee
$26.9K +$26.4K +148 New
RDIA
1990
RE Dickinson Investment Advisors
Iowa
$25.7K – – –
EC
1991
Elequin Capital
New York
$25.7K +$25.1K +141 New
FUBT
1992
First United Bank & Trust
Maryland
$25.5K -$24.6K -138 -50%
AFG
1993
Albion Financial Group
Utah
$24.9K -$17.8K -100 -42%
GGI
1994
Godsey & Gibb Inc
Virginia
$24.6K – – –
BGAI
1995
Bruce G. Allen Investments
Colorado
$24.4K -$1.6K -9 -6%
VF
1996
VitalStone Financial
Texas
$23.9K -$8.38K -47 -26%
FFC
1997
First Financial Corp
Indiana
$23.3K -$463K -2,597 -95%
RF
1998
Robinswood Financial
Washington
$22.8K +$20.5K +115 +1,150%
CTB
1999
Country Trust Bank
Illinois
$20.7K -$6.59K -37 -25%
NMG
2000
New Millennium Group
Utah
$20.6K +$20.1K +113 New
78 79
80
81 82