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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1976
BlueCrest Capital Management
Jersey
$1.46M -$1.39M -4,491 -52%
OIM
1977
Opus Investment Management
Massachusetts
$1.46M – – –
RFA
1978
Register Financial Advisors
Georgia
$1.45M +$143K +461 +12%
PSB
1979
Piscataqua Savings Bank
New Hampshire
$1.45M -$372K -1,200 -22%
BFO
1980
Biltmore Family Office
North Carolina
$1.44M +$5.26K +17 +0.4%
IP
1981
Investment Partners
Ohio
$1.44M -$23.8K -77 -2%
FFC
1982
First Financial Corp
Indiana
$1.44M -$13.9K -45 -1%
SCA
1983
STALEY CAPITAL ADVISERS
Pennsylvania
$1.44M – – –
WWM
1984
Wiser Wealth Management
Georgia
$1.44M +$1.55K +5 +0.1%
SFI
1985
SPC Financial Inc
Maryland
$1.44M -$2.36M -7,633 -65%
UAML
1986
US Asset Management LLC
Pennsylvania
$1.43M +$1.28M +4,134 New
VIM
1987
VELA Investment Management
Ohio
$1.43M -$193K -623 -13%
KWM
1988
Kolinsky Wealth Management
New Jersey
$1.43M -$241K -777 -16%
CCM
1989
Cox Capital Management
Massachusetts
$1.43M -$38.7K -125 -3%
MWA
1990
Moser Wealth Advisors
Washington
$1.43M -$755K -2,439 -37%
ACP
1991
Aviance Capital Partners
Florida
$1.43M -$78K -252 -6%
ZF
1992
Zhang Financial
Michigan
$1.43M +$12.7K +41 +1%
CCA
1993
Cobblestone Capital Advisors
New York
$1.42M -$11.1K -36 -0.9%
VCM
1994
Virtue Capital Management
Tennessee
$1.42M -$527K -1,703 -29%
OM
1995
OV Management
Minnesota
$1.42M +$1.27M +4,100 New
LFG
1996
Larson Financial Group
Missouri
$1.42M -$100K -323 -7%
SWP
1997
Strategic Wealth Partners
Ohio
$1.42M -$44.9K -145 -3%
ZIG
1998
Zuckerman Investment Group
Illinois
$1.41M +$592K +1,910 +88%
DWM
1999
Drive Wealth Management
Utah
$1.41M +$22.9K +74 +2%
TVAMP
2000
Tennessee Valley Asset Management Partners
Tennessee
$1.41M +$637K +2,057 +102%
78 79
80
81 82