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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1976
Legacy Financial Advisors
Kentucky
$265K -$45.2K -463 -14%
LB
1977
Legacy Bridge
Iowa
$265K – – –
CNWM
1978
Clay Northam Wealth Management
California
$264K – – –
SIM
1979
SSI Investment Management
California
$264K – – –
P
1980
&Partners
Tennessee
$263K +$56.2K +576 +25%
EMFAT
1981
Emerald Mutual Fund Advisers Trust
Pennsylvania
$261K +$128K +1,313 +87%
BSB
1982
Bangor Savings Bank
Maine
$260K +$26.2K +268 +11%
SGCA
1983
Steel Grove Capital Advisors
Tennessee
$259K – – –
WIC
1984
Woodmont Investment Counsel
Tennessee
$259K – – –
SG
1985
Swarthmore Group
Pennsylvania
$258K -$3.54M -36,287 -93%
VIM
1986
Vancity Investment Management
British Columbia, Canada
$258K -$2.61M -26,789 -91%
RE
1987
RBC Europe
United Kingdom
$258K – – –
TC
1988
Trilogy Capital
California
$258K +$51.6K +529 +23%
BBA
1989
Baader Bank Aktiengesellschaft
Germany
$256K -$10.4M -106,881 -97%
CHA
1990
Carmichael Hill & Associates
Maryland
$256K -$24.9K -255 -8%
WCM
1991
WealthBridge Capital Management
Ohio
$256K +$21.1K +216 +8%
PWMAG
1992
Pinnacle Wealth Management Advisory Group
New Jersey
$256K +$270K +2,763 New
FMTC
1993
Farmers & Merchants Trust Company
California
$255K -$48.8K -500 -15%
SCM
1994
Stonehearth Capital Management
Massachusetts
$255K +$3.9K +40 +1%
NAMM
1995
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K – – –
ES
1996
ETF Store
Kansas
$254K -$9.17K -94 -3%
DCM
1997
Deuterium Capital Management
Florida
$254K – – –
BCMO
1998
Buckingham Capital Management (Ohio)
Ohio
$253K -$11.7K -120 -4%
AL
1999
Aspiriant LLC
California
$253K -$8.69K -89 -3%
ST
2000
Somerset Trust
Pennsylvania
$252K +$5.27K +54 +2%
78 79
80
81 82