Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1976
Douglass Winthrop Advisors
New York
$951K -$99.8K -1,464 -10%
WEG
1977
World Equity Group
Illinois
$949K -$106K -1,551 -10%
LT
1978
Legacy Trust
Michigan
$948K +$713K +10,462 +309%
BIP
1979
Blueprint Investment Partners
North Carolina
$941K +$938K +13,757 New
PCM
1980
Pointe Capital Management
Michigan
$941K -$391K -5,740 -29%
BFG
1981
Berger Financial Group
Minnesota
$940K -$30.4K -446 -3%
HAM
1982
Harmony Asset Management
Arizona
$939K -$25.4K -372 -3%
MIA
1983
MeadowBrook Investment Advisors
Michigan
$937K +$113K +1,662 +14%
KA
1984
Kercheville Advisors
Texas
$932K -$499K -7,315 -35%
FCFC
1985
First Commonwealth Financial Corp
Pennsylvania
$926K +$122K +1,792 +15%
1WA
1986
180 Wealth Advisors
Washington
$925K +$198K +2,902 +27%
UIM
1987
Unified Investment Management
Georgia
$925K -$33.8K -496 -4%
PWA
1988
Phoenix Wealth Advisors
North Carolina
$924K +$13.6K +200 +2%
PWM
1989
Paulson Wealth Management
Illinois
$924K -$5.86K -86 -0.6%
EWM
1990
Evermay Wealth Management
Virginia
$920K -$44.2K -649 -5%
VNA
1991
Valley National Advisers
Pennsylvania
$920K +$136 +2 +0%
QPWM
1992
Quadrant Private Wealth Management
Pennsylvania
$919K -$2.64M -38,689 -74%
CFA
1993
CWS Financial Advisors
Michigan
$918K +$61.8K +907 +7%
DE
1994
Diversified Enterprises
Delaware
$917K +$71.3K +1,046 +8%
PGAM
1995
Princeton Global Asset Management
New Jersey
$917K +$3.41K +50 +0.4%
WA
1996
Waddell & Associates
Tennessee
$916K +$117K +1,711 +15%
EFSCE
1997
Enterprise Financial Services Corp (EFSC)
Missouri
$915K -$267K -3,915 -23%
SAM
1998
Seelaus Asset Management
New Jersey
$914K – – –
AGP
1999
Autumn Glory Partners
Texas
$913K – – –
CH
2000
Cromwell Holdings
Wyoming
$912K – – –