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Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
1976
Capital Advisory Group Advisory Services
Minnesota
$1.13M -$6.68K -90 -0.6%
CCM
1977
Canal Capital Management
Virginia
$1.13M +$2.23K +30 +0.2%
AFW
1978
Avantra Family Wealth
Pennsylvania
$1.13M +$15.9K +214 +1%
PCM
1979
Princeton Capital Management
New Jersey
$1.12M -$27.8K -375 -3%
BV
1980
Boxwood Ventures
Illinois
$1.12M – – –
QWP
1981
Quotient Wealth Partners
Texas
$1.12M -$15.4K -208 -1%
CFA
1982
CWS Financial Advisors
Michigan
$1.12M +$82.6K +1,113 +8%
MIM
1983
MTM Investment Management
South Carolina
$1.12M -$9.35K -126 -0.9%
SA
1984
Sovran Advisors
California
$1.12M +$253K +3,406 +30%
I2I
1985
Insight 2811 Inc
Illinois
$1.11M +$36K +485 +3%
GFG
1986
Goldstone Financial Group
Illinois
$1.11M +$160K +2,153 +18%
WWC
1987
Waypoint Wealth Counsel
Georgia
$1.11M +$16.1K +217 +2%
DWA
1988
Douglass Winthrop Advisors
New York
$1.1M +$32.9K +444 +3%
FAG
1989
Fortitude Advisory Group
Washington
$1.1M -$11.3K -152 -1%
FC
1990
FCA Corp
Texas
$1.1M -$146K -1,965 -12%
MFG
1991
Magnus Financial Group
New York
$1.1M +$232K +3,132 +28%
RC
1992
Rexford Capital
Texas
$1.1M -$2.89K -39 -0.3%
SAM
1993
Seelaus Asset Management
New Jersey
$1.09M +$63.1K +851 +6%
RCS
1994
Retirement Capital Strategies
California
$1.09M – – –
MA
1995
MONECO Advisors
Connecticut
$1.09M -$30.7K -414 -3%
RIG
1996
Renaissance Investment Group
Massachusetts
$1.09M -$29.7K -400 -3%
SCM
1997
Schnieders Capital Management
California
$1.09M -$200K -2,696 -16%
ACM
1998
Allred Capital Management
Texas
$1.09M +$1.04K +14 +0.1%
HPBT
1999
Hickory Point Bank & Trust
Illinois
$1.09M – – –
IBOK
2000
Independence Bank of Kentucky
Kentucky
$1.09M +$12.8K +172 +1%
78 79
80
81 82