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Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1976
Parkside Financial Bank & Trust
Missouri
$280K -$110K -614 -27%
FFC
1977
First Financial Corp
Indiana
$279K -$22.6K -126 -7%
MPW
1978
MA Private Wealth
California
$279K +$291K +1,624 New
EIG
1979
Ellenbecker Investment Group
Wisconsin
$278K -$5.74K -32 -2%
AWMS
1980
Advocacy Wealth Management Services
Georgia
$278K – – –
WANY
1981
Wealthspire Advisors (New York)
New York
$278K +$290K +1,617 New
NEAM
1982
New England Asset Management
Connecticut
$277K – – –
CAM
1983
Concorde Asset Management
Michigan
$277K +$19.5K +109 +7%
PP
1984
PagnatoKarp Partners
Virginia
$277K +$24.4K +136 +9%
FFA
1985
Fragasso Financial Advisors
Pennsylvania
$276K -$42.7K -238 -13%
SFM
1986
Signature Financial Management
Virginia
$276K -$36.6K -204 -11%
OC
1987
Oarsman Capital
Wisconsin
$276K -$14.3K -80 -5%
MCM
1988
MV Capital Management
Maryland
$276K – – –
GWM
1989
GSB Wealth Management
Connecticut
$275K – – –
GAM
1990
Garrison Asset Management
Arkansas
$275K +$2.15K +12 +0.8%
MBA
1991
McQueen Ball & Associates
Pennsylvania
$273K +$179 +1 +0.1%
AIP
1992
Almanack Investment Partners
Pennsylvania
$272K -$18.8K -105 -6%
GAM
1993
Gould Asset Management
California
$271K – – –
WS
1994
Wela Strategies
Georgia
$271K +$44.3K +247 +19%
SCM
1995
Smith Capital Management
Arkansas
$270K +$282K +1,571 New
ODCM
1996
Old Dominion Capital Management
Virginia
$269K +$4.12K +23 +1%
WAAG
1997
Wealth Alliance Advisory Group
Kansas
$269K +$281K +1,567 New
MA
1998
MCF Advisors
Kentucky
$267K -$8.79K -49 -3%
CA
1999
Capital Advantage
California
$267K +$2.33K +13 +0.8%
TI
2000
Truepoint Inc
Ohio
$266K +$50.6K +282 +22%
78 79
80
81 82