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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1976
Aptus Capital Advisors
Alabama
$533K +$291K +2,602 +118%
NEIRG
1977
New England Investment & Retirement Group
Massachusetts
$533K +$537K +4,803 New
BFC
1978
Blue Fin Capital
Rhode Island
$532K +$6.26K +56 +1%
KMWM
1979
Keudell/Morrison Wealth Management
Oregon
$531K +$535K +4,783 New
SG
1980
StoneX Group
New York
$528K +$47.1K +421 +10%
CHAM
1981
Clear Harbor Asset Management
Connecticut
$528K +$47.4K +424 +10%
ATFA
1982
All Terrain Financial Advisors
Minnesota
$527K +$141K +1,258 +36%
SBA
1983
Secrest Blakey & Associates
North Carolina
$524K -$323K -2,886 -38%
SSA
1984
South Street Advisors
New York
$523K – – –
NIM
1985
NuWave Investment Management
New Jersey
$523K +$346K +3,098 +192%
AWA
1986
AmeriServ Wealth Advisors
Pennsylvania
$522K +$525K +4,699 New
F
1987
Filament
Washington
$521K – – –
W
1988
Wealthquest
Ohio
$521K +$224 +2 +0%
LBC
1989
Lawrence B. Cohen
$520K -$34.6K -310 -6%
MIH
1990
Meitav Investment House
Israel
$518K -$4.14K -37 -0.8%
OC
1991
Oarsman Capital
Wisconsin
$516K -$18.2K -163 -3%
JPLA
1992
Joseph P. Lucia & Associates
New York
$516K +$502K +4,488 New
ACM
1993
Aviance Capital Management
Florida
$513K +$54.4K +487 +12%
LC
1994
Lavaca Capital
Texas
$509K +$180K +1,606 +54%
GFS
1995
GYL Financial Synergies
Connecticut
$507K +$156K +1,399 +44%
ONST
1996
Old North State Trust
North Carolina
$506K +$8.05K +72 +2%
MFG
1997
Merit Financial Group
Georgia
$506K +$509K +4,558 New
SNB
1998
Security National Bank
Nebraska
$503K +$22.4K +200 +5%
TFGT
1999
TS Financial Group (TSFG)
Illinois
$502K +$505K +4,520 New
IA
2000
Independence Advisors
Pennsylvania
$500K +$37.9K +339 +8%
78 79
80
81 82