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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1976
OneAscent Financial Services
Alabama
$852K -$60K -974 -7%
LMKC
1977
L.M. Kohn & Company
Ohio
$850K -$6.83K -111 -0.8%
AC
1978
Apella Capital
Connecticut
$849K +$163K +2,651 +22%
OL
1979
Optas LLC
Texas
$845K +$60.8K +988 +8%
TWP
1980
Tyche Wealth Partners
Texas
$843K -$120K -1,948 -12%
BCM
1981
BluePath Capital Management
Georgia
$838K -$546K -8,871 -40%
GLA
1982
Good Life Advisors
Pennsylvania
$837K -$101K -1,648 -11%
MFWP
1983
Mosaic Family Wealth Partners
Missouri
$837K +$49.6K +805 +6%
SIA
1984
Strategic Investment Advisors
Michigan
$836K -$276K -4,486 -25%
SC
1985
Steph & Co
Wisconsin
$833K -$21K -341 -2%
WWC
1986
Waypoint Wealth Counsel
Georgia
$830K +$24.6K +400 +3%
SCM
1987
Schnieders Capital Management
California
$830K -$381K -6,193 -32%
BWA
1988
Beam Wealth Advisors
Louisiana
$828K -$31.8K -517 -4%
BMC
1989
Beaton Management Company
Massachusetts
$826K – – –
CHAM
1990
Clear Harbor Asset Management
Connecticut
$825K +$4.31K +70 +0.5%
AGP
1991
Autumn Glory Partners
Texas
$824K – – –
FBT
1992
First Bankers Trust
Kentucky
$823K -$34.5K -560 -4%
CH
1993
Cromwell Holdings
Wyoming
$823K – – –
PWA
1994
Phoenix Wealth Advisors
North Carolina
$821K -$108K -1,757 -12%
VNA
1995
Valley National Advisers
Pennsylvania
$819K -$28.1K -456 -3%
SA
1996
SRN Advisors
Pennsylvania
$815K -$656K -10,654 -45%
WCM
1997
Whitener Capital Management
North Carolina
$815K – – –
BFIM
1998
Beese Fulmer Investment Management
Ohio
$812K +$70.4K +1,144 +10%
PCM
1999
Perritt Capital Management
Illinois
$811K -$50.8K -825 -6%
RCI
2000
RS Crum Inc
California
$810K +$3.45K +56 +0.4%
78 79
80
81 82