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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1976
Fermata Advisors
California
$1.16M +$143K +960 +14%
AIC
1977
Argus Investors Counsel
New York
$1.16M -$10.1K -68 -0.9%
PJSIMP
1978
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.16M -$74.4K -500 -6%
CNC
1979
Citizens & Northern Corp
Pennsylvania
$1.15M +$69.7K +468 +6%
SFA
1980
Souders Financial Advisors
Ohio
$1.15M +$64.3K +432 +6%
OFS
1981
OMC Financial Services
New York
$1.15M – – –
BWM
1982
Baron Wealth Management
Michigan
$1.15M -$116K -781 -9%
ACA
1983
Ackerman Capital Advisors
Texas
$1.15M – – –
FLI
1984
Family Legacy Inc
South Carolina
$1.15M +$55.8K +375 +5%
EFG
1985
Everhart Financial Group
Ohio
$1.15M -$83.9K -564 -7%
WEG
1986
World Equity Group
Illinois
$1.15M +$7.44K +50 +0.6%
FSC
1987
Full Sail Capital
Oklahoma
$1.14M -$768K -5,160 -40%
WDA
1988
Wendell David Associates
New Hampshire
$1.14M – – –
DWG
1989
Darden Wealth Group
Michigan
$1.14M +$92.4K +621 +9%
BFC
1990
Blue Fin Capital
Rhode Island
$1.14M -$5.51K -37 -0.5%
FCFC
1991
First Commonwealth Financial Corp
Pennsylvania
$1.14M +$7.59K +51 +0.7%
PWA
1992
Provenance Wealth Advisors
Florida
$1.14M +$63.6K +427 +6%
SOS
1993
Silver Oak Securities
Tennessee
$1.14M +$77.8K +523 +7%
WP
1994
WMS Partners
Maryland
$1.14M -$7.14K -48 -0.6%
FCB
1995
First County Bank
Connecticut
$1.14M -$67.4K -453 -6%
RWA
1996
Redhawk Wealth Advisors
Minnesota
$1.14M -$204K -1,372 -15%
CA
1997
Carson Advisory
Georgia
$1.14M +$80.2K +539 +7%
CFP
1998
Catalyst Financial Partners
Massachusetts
$1.14M -$94.7K -636 -8%
HCP
1999
Holt Capital Partners
Texas
$1.13M +$1.15M +7,706 New
WHRC
2000
W.H. Reaves & Co
New Jersey
$1.13M – – –
78 79
80
81 82