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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1976
Binnacle Investments
Iowa
$138K +$3.35K +97 +3%
MSWM
1977
Mowery & Schoenfeld Wealth Management
Illinois
$137K -$57.4K -1,658 -30%
JGIA
1978
Jackson Grant Investment Advisers
Connecticut
$136K +$415 +12 +0.3%
SWA
1979
SOA Wealth Advisors
New York
$135K -$20.7K -599 -14%
TFA
1980
Toth Financial Advisory
Virginia
$135K +$4.81K +139 +4%
SN
1981
Sittner & Nelson
Oregon
$134K – – –
HB
1982
Horizon Bancorp
Indiana
$127K -$4.77K -138 -4%
MA
1983
Montag & Associates
Georgia
$124K -$6.3K -182 -5%
IWA
1984
Icon Wealth Advisors
Texas
$123K -$20.4K -590 -15%
HFS
1985
Horizon Financial Services
North Carolina
$122K – – –
KA
1986
Kozak & Associates
Colorado
$121K -$21.8K -629 -16%
HNB
1987
Hilltop National Bank
Wyoming
$121K +$117K +3,386 New
HAP
1988
Harbor Asset Planning
Massachusetts
$115K +$111K +3,208 New
MSG
1989
Main Street Group
Virginia
$114K -$266K -7,692 -71%
HBW
1990
Hazlett, Burt & Watson
West Virginia
$114K -$28.6K -828 -21%
TWD
1991
True Wealth Design
Ohio
$110K +$78.5K +2,268 +276%
MPW
1992
MASECO Private Wealth
$110K +$106K +3,075 New
SCM
1993
Silvant Capital Management
Georgia
$108K – – –
MIM
1994
MTM Investment Management
South Carolina
$106K +$103K +2,964 New
SS
1995
SBI Securities
Japan
$105K +$23.5K +680 +30%
HI
1996
Hoey Investments
Pennsylvania
$105K – – –
PP
1997
Pacifica Partners
Canada
$104K +$277 +8 +0.3%
DPW
1998
DiNuzzo Private Wealth
Pennsylvania
$103K -$1.73K -50 -2%
SPF
1999
South Plains Financial
Texas
$101K +$86.5K +2,500 +767%
ITIM
2000
Indiana Trust & Investment Management
Indiana
$101K -$20.8K -600 -18%
78 79
80
81 82