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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
1976
Safe Harbor Fiduciary
Florida
$1.37M +$1.36M +8,945 New
ECM
1977
Ethos Capital Management
Pennsylvania
$1.37M +$1.37M +8,983 New
ACM
1978
Adalta Capital Management
New York
$1.37M – – –
WC
1979
Waterloo Capital
Texas
$1.37M -$139K -911 -9%
HW
1980
HORAN Wealth
Ohio
$1.36M -$12K -79 -0.9%
ANC
1981
Ames National Corp
Iowa
$1.36M -$65.5K -430 -5%
SG
1982
Somerset Group
Minnesota
$1.36M – – –
BFA
1983
Beacon Financial Advisory
Ohio
$1.35M -$87.1K -572 -6%
HPBT
1984
Hickory Point Bank & Trust
Illinois
$1.35M +$34.6K +227 +3%
BAM
1985
BOS Asset Management
Illinois
$1.35M +$305 +2 +0%
GSWM
1986
Golden State Wealth Management
California
$1.35M +$6.7K +44 +0.5%
CCA
1987
Cravens & Co Advisors
Tennessee
$1.35M -$108K -706 -8%
CCMW
1988
Cypress Capital Management (Wyoming)
Wyoming
$1.34M -$71.3K -468 -5%
CP
1989
Creekside Partners
California
$1.34M – – –
BFC
1990
Bedel Financial Consulting
Indiana
$1.34M -$5.48K -36 -0.4%
BA
1991
Bridgewater Advisors
New York
$1.34M -$38.8K -255 -3%
LB
1992
Legacy Bridge
Iowa
$1.34M +$3.2K +21 +0.2%
LCM
1993
LCM Capital Management
Illinois
$1.34M +$305 +2 +0%
LCM
1994
Leisure Capital Management
California
$1.34M -$17.1K -112 -1%
JSSH
1995
J. Safra Sarasin Holding
$1.33M +$330K +2,169 +33%
CCG
1996
Coastwise Capital Group
California
$1.33M +$18K +118 +1%
RSA
1997
River Street Advisors
Illinois
$1.33M -$55.3K -363 -4%
MW
1998
MBL Wealth
North Carolina
$1.33M +$263K +1,726 +25%
VM
1999
VPR Management
Texas
$1.33M – – –
SDAM
2000
Shulman DeMeo Asset Management
New York
$1.32M -$15.1K -99 -1%
78 79
80
81 82