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Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1976
J.W. Burns & Co
New York
$561K -$1.08M -24,423 -64%
NAS
1977
Nicolet Advisory Services
Wisconsin
$559K +$37.3K +840 +6%
CTA
1978
Chesley Taft & Associates
Illinois
$557K -$66.7K -1,503 -10%
RB
1979
Rodgers Brothers
Pennsylvania
$556K -$1.46M -32,898 -70%
RG
1980
Rathbones Group
United Kingdom
$556K +$12K +270 +2%
PTC
1981
Philadelphia Trust Company
Pennsylvania
$555K +$26.9K +606 +5%
FA
1982
Fountainhead AM
New Jersey
$555K +$38.8K +874 +7%
PIA
1983
Pinion Investment Advisors
Kansas
$554K +$5.68K +128 +0.9%
KP
1984
Keel Point
Alabama
$554K +$36.3K +819 +6%
DA
1985
DSC Advisors
Illinois
$554K +$268K +6,041 +77%
ICM
1986
IMS Capital Management
Oregon
$553K +$232K +5,219 +61%
BWAM
1987
Boyd Watterson Asset Management
Ohio
$552K -$754 -17 -0.1%
SIG
1988
Sargent Investment Group
Maryland
$550K -$77.6K -1,750 -12%
VFA
1989
Voya Financial Advisors
Connecticut
$550K +$83.9K +1,892 +16%
FW
1990
FirstPurpose Wealth
Utah
$550K +$92.3K +2,080 +18%
FTA
1991
Financial & Tax Architects
Missouri
$550K +$610K +13,750 New
AFS
1992
Annapolis Financial Services
Maryland
$549K +$17.9K +403 +3%
RPGK
1993
Retirement Planning Group (Kansas)
Kansas
$549K +$609K +13,736 New
CBT
1994
CoreFirst Bank & Trust
Kansas
$547K -$48.1K -1,084 -7%
CCWA
1995
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$545K +$32.8K +740 +6%
AWM
1996
Accel Wealth Management
Iowa
$544K -$5.9K -133 -1%
APC
1997
Aspire Private Capital
North Carolina
$544K +$17.5K +395 +3%
KLCM
1998
KG&L Capital Management
Louisiana
$541K +$5.19K +117 +0.9%
PCMC
1999
Paragon Capital Management (Colorado)
Colorado
$540K +$34.9K +787 +6%
PWM
2000
Paulson Wealth Management
Illinois
$540K +$599K +13,496 New
78 79
80
81 82