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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1976
Blue Fin Capital
Rhode Island
$1.18M -$185K -1,221 -13%
OLVIG
1977
Oliver Lagore Vanvalin Investment Group
Michigan
$1.18M +$4.84K +32 +0.4%
SAM
1978
Sawgrass Asset Management
Florida
$1.17M -$41.1K -272 -3%
MRCM
1979
M&R Capital Management
New Jersey
$1.17M +$85.9K +568 +8%
USB
1980
Union Savings Bank
Connecticut
$1.17M -$23.6K -156 -2%
SI
1981
Symmetry Investments
Jersey
$1.17M -$209K -1,380 -15%
BOPW
1982
Brandywine Oak Private Wealth
Pennsylvania
$1.16M +$44.9K +297 +4%
WDA
1983
Wendell David Associates
New Hampshire
$1.16M -$54.4K -360 -4%
KFI
1984
Key Financial Inc
Pennsylvania
$1.16M – – –
MJRIC
1985
Mogy Joel R Investment Counsel
California
$1.16M – – –
PWSG
1986
Pacific Wealth Strategies Group
California
$1.16M +$71.8K +475 +6%
CNC
1987
Citizens & Northern Corp
Pennsylvania
$1.16M -$29.9K -198 -2%
XS
1988
XR Securities
Illinois
$1.15M +$1.17M +7,739 New
VIM
1989
Vista Investment Management
Pennsylvania
$1.15M +$150K +993 +15%
SPIS
1990
Steward Partners Investment Solutions
Oregon
$1.15M +$1.17M +7,724 New
IWA
1991
Invera Wealth Advisors
Oregon
$1.15M +$1.17M +7,717 New
RWA
1992
Rainsberger Wealth Advisors
Colorado
$1.15M +$482K +3,185 +70%
SRSA
1993
S.R. Schill & Associates
Washington
$1.15M +$39K +258 +3%
ACA
1994
Ackerman Capital Advisors
Texas
$1.15M – – –
HCP
1995
Holt Capital Partners
Texas
$1.15M – – –
WHRC
1996
W.H. Reaves & Co
New Jersey
$1.15M +$257K +1,700 +28%
MLA
1997
My Legacy Advisors
Oregon
$1.15M +$38.6K +255 +3%
STAS
1998
Strong Tower Advisory Services
Minnesota
$1.15M +$151 +1 +0%
CICI
1999
Capital Investment Counsel Inc
North Carolina
$1.14M +$278K +1,837 +32%
VCM
2000
Virtue Capital Management
Tennessee
$1.14M -$321K -2,121 -22%
78 79
80
81 82