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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1976
Marco Investment Management
Georgia
$254K +$40.1K +176 +16%
FNBTCON
1977
First National Bank & Trust Co of Newtown
Pennsylvania
$254K – – –
SLC
1978
Second Line Capital
Louisiana
$254K +$2.73K +12 +1%
WSFG
1979
Wall Street Financial Group
Illinois
$254K +$291K +1,277 New
HWA
1980
Heritage Wealth Advisors
Virginia
$254K – – –
OC
1981
Oakworth Capital
Alabama
$254K – – –
MWM
1982
Mindset Wealth Management
Indiana
$254K -$19.4K -85 -6%
RS
1983
Retirement Solution
Washington
$254K -$50.3K -221 -15%
AFM
1984
Aspetuck Financial Management
Connecticut
$253K +$38.3K +168 +15%
PWA
1985
Physician Wealth Advisors
Utah
$253K +$35.1K +154 +14%
SVWAG
1986
Sound View Wealth Advisors Group
Georgia
$253K +$18.7K +82 +7%
STB
1987
S&T Bank
Pennsylvania
$253K +$1.59K +7 +0.6%
LBC
1988
Leigh Baldwin & Co
New York
$253K -$36.4K -160 -11%
BWL
1989
Bogart Wealth LLC
Virginia
$253K -$159K -698 -35%
GFA
1990
Gallagher Fiduciary Advisors
Illinois
$252K +$5.69K +25 +2%
C1AG
1991
Client 1st Advisory Group
Florida
$252K -$167K -733 -37%
WW
1992
Waterfront Wealth
Kansas
$252K – – –
MSFS
1993
Main Street Financial Solutions
Pennsylvania
$252K -$16.2K -71 -5%
QWM
1994
Quaker Wealth Management
New Jersey
$252K +$65.1K +286 +29%
BWM
1995
Baron Wealth Management
Michigan
$251K -$20.9K -92 -7%
HFS
1996
Howard Financial Services
Texas
$251K +$18.2K +80 +7%
SSG
1997
Summit Securities Group
New York
$251K +$287K +1,259 New
KFAS
1998
Keating Financial Advisory Services
Kansas
$250K +$197K +864 +219%
KIC
1999
Kensington Investment Counsel
California
$250K – – –
OWA
2000
Opal Wealth Advisors
New York
$250K -$44.4K -195 -13%
78 79
80
81 82