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Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
1976
Trustmark National Bank Trust Department
Mississippi
$720K -$80.3K -750 -9%
PWA
1977
Providence Wealth Advisors
Illinois
$719K -$52.1K -487 -6%
PWM
1978
PBMares Wealth Management
Virginia
$718K -$11.3K -106 -1%
KIC
1979
Kensington Investment Counsel
California
$718K – – –
FAM
1980
Formidable Asset Management
Ohio
$716K -$127K -1,186 -15%
RB
1981
Renasant Bank
Mississippi
$716K -$19.9K -186 -2%
SFG
1982
StrategIQ Financial Group
Indiana
$716K +$642 +6 +0.1%
WA
1983
WealthTrust Axiom
Pennsylvania
$712K – – –
FPCM
1984
Financial Partners Capital Management
New York
$711K -$54.6K -510 -6%
SWP
1985
Strategic Wealth Partners
Ohio
$711K +$83.6K +781 +12%
WPA
1986
West Paces Advisors
Georgia
$710K -$39.1K -365 -5%
SC
1987
Saybrook Capital
North Carolina
$708K – – –
LFA
1988
Legacy Financial Advisors
Kentucky
$705K +$283K +2,643 +55%
WAM
1989
Wolverine Asset Management
Illinois
$705K +$801K +7,481 New
FBC
1990
Fairfield, Bush & Co
Connecticut
$704K -$4.82K -45 -0.6%
AL
1991
Arnhold LLC
New York
$704K – – –
CPIA
1992
Cornell Pochily Investment Advisors
New York
$704K +$11.8K +110 +1%
RBFC
1993
Roman Butler Fullerton & Co
Missouri
$703K -$406K -3,797 -33%
KCM
1994
Karp Capital Management
California
$701K -$2.26M -21,112 -74%
HPWA
1995
Hall Private Wealth Advisors
North Carolina
$701K +$796K +7,435 New
IRC
1996
Investors Research Corp
Georgia
$700K +$20.5K +192 +3%
DL
1997
DOHJ LLC
Washington
$700K +$33.5K +313 +4%
LTI
1998
Laffer Tengler Investments
Tennessee
$699K +$18.9K +177 +2%
MCM
1999
Manchester Capital Management
Vermont
$698K -$7.17K -67 -0.9%
SIA
2000
Soltis Investment Advisors
Utah
$697K +$29.5K +276 +4%
78 79
80
81 82