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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1976
Bridgecreek Investment Management
Oklahoma
$715K – – –
MSWM
1977
McGlone Suttner Wealth Management
Wisconsin
$714K +$682K +14,979 New
WA
1978
Wealth Architects
California
$713K +$5.14K +113 +0.8%
BWA
1979
Blodgett Wealth Advisors
California
$711K -$90.9K -1,998 -12%
GAG
1980
GM Advisory Group
New York
$709K – – –
PAM
1981
Premier Asset Management
Illinois
$708K -$95.1K -2,090 -12%
ZIG
1982
Zullo Investment Group
Pennsylvania
$708K -$4.46K -98 -0.7%
PH
1983
Pinnacle Holdings
Oklahoma
$707K -$42.6K -935 -6%
HCM
1984
Howland Capital Management
Massachusetts
$706K +$9.47K +208 +1%
CPIG
1985
Chicago Partners Investment Group
Illinois
$705K +$17.7K +389 +3%
GCM
1986
Gibraltar Capital Management
Oklahoma
$704K +$16.3K +358 +2%
KFA
1987
Krane Funds Advisors
New York
$704K -$86.4K -1,898 -11%
LA
1988
Legacy Advisors
Pennsylvania
$703K +$26.4K +580 +4%
KOCAA
1989
Knights of Columbus Asset Advisors
Connecticut
$703K +$671K +14,748 New
SSWM
1990
Sheets Smith Wealth Management
North Carolina
$698K -$19.2K -422 -3%
TT
1991
TI-Trust
Illinois
$698K +$22.1K +485 +3%
WAS
1992
Wealth Advisory Solutions
Indiana
$697K -$3.73K -82 -0.6%
PL
1993
Plancorp LLC
Missouri
$696K -$47.2K -1,037 -7%
AI
1994
ArchPoint Investors
Florida
$694K – – –
CFO
1995
Callan Family Office
Pennsylvania
$693K +$663K +14,556 New
BV
1996
Boxwood Ventures
Illinois
$693K – – –
AWM
1997
Aberdeen Wealth Management
Illinois
$693K +$182 +4 +0%
LCM
1998
LCM Capital Management
Illinois
$692K +$455 +10 +0.1%
FHC
1999
Forest Hill Capital
Arkansas
$692K +$661K +14,531 New
ADMI
2000
Albert D. Mason Inc
Massachusetts
$692K -$8.19K -180 -1%
78 79
80
81 82