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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1976
Whelan Financial
California
$266K -$202K -981 -44%
NL
1977
NDWM LLC
California
$266K – – –
GIA
1978
GHP Investment Advisors
Colorado
$265K – – –
MW
1979
Marks Wealth
Maryland
$265K -$41.1K -200 -14%
OFS
1980
Orrstown Financial Services
Pennsylvania
$265K -$12.8K -62 -5%
MSA
1981
Marino Stram & Associates
Massachusetts
$264K +$2.26K +11 +0.9%
GGS
1982
Galvin Gaustad & Stein
Arizona
$264K +$250K +1,216 New
LPFG
1983
Landing Point Financial Group
Ohio
$264K – – –
EL
1984
EWA LLC
Pennsylvania
$263K +$5.96K +29 +2%
ACM
1985
Aurdan Capital Management
Pennsylvania
$263K -$2.06K -10 -0.8%
DCM
1986
Donaldson Capital Management
Indiana
$263K +$28.2K +137 +13%
MAG
1987
M3 Advisory Group
Massachusetts
$262K +$1.03K +5 +0.4%
PWM
1988
Pines Wealth Management
North Carolina
$262K -$39.5K -192 -14%
FTC
1989
Farmers Trust Company
Ohio
$262K -$20.6K -100 -8%
AWG
1990
Altus Wealth Group
Colorado
$261K -$10.3K -50 -4%
GIP
1991
Greatmark Investment Partners
Georgia
$261K – – –
ITIM
1992
Indiana Trust & Investment Management
Indiana
$261K – – –
PNFS
1993
PW Nova Financial Services
Pennsylvania
$260K +$235K +1,143 New
CDWM
1994
Campbell Deegan Wealth Management
Virginia
$260K +$1.65K +8 +0.7%
FEG
1995
Financial Enhancement Group
Indiana
$260K +$1.23K +6 +0.6%
IFPL
1996
Investments & Financial Planning LLC
Kentucky
$259K – – –
SVWAG
1997
Sound View Wealth Advisors Group
Georgia
$258K -$30.2K -147 -11%
ONST
1998
Old North State Trust
North Carolina
$258K +$245K +1,189 New
WETS
1999
Wealth Enhancement Trust Services
South Dakota
$257K +$244K +1,185 New
SIC
2000
SFE Investment Counsel
California
$257K -$271K -1,320 -53%
78 79
80
81 82