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Name Holding Trade Value Shares
Change 		Change in
Stake
APGDR
1976
Absoluto Partners Gestao de Recursos
Brazil
$1.61M +$1.53M +4,191 New
KFI
1977
Key Financial Inc
Pennsylvania
$1.6M -$453K -1,239 -23%
WIM
1978
Waycross Investment Management
Washington
$1.6M +$73.1K +200 +5%
EW
1979
Evoke Wealth
California
$1.6M +$1.52M +4,174 New
PWM
1980
Paulson Wealth Management
Illinois
$1.6M -$24.5K -67 -2%
BWP
1981
Baldwin Wealth Partners
Massachusetts
$1.59M -$118K -322 -7%
DA
1982
Doliver Advisors
Texas
$1.59M -$31.8K -87 -2%
IP
1983
Investment Partners
Ohio
$1.59M -$6.94K -19 -0.5%
OFG
1984
OmniStar Financial Group
North Carolina
$1.59M +$77.1K +211 +5%
KIG
1985
Kowal Investment Group
Wisconsin
$1.59M +$201K +550 +15%
EHWM
1986
Eads & Heald Wealth Management
Georgia
$1.58M -$104K -284 -6%
FFC
1987
First Financial Corp
Indiana
$1.58M -$9.86K -27 -0.6%
MAM
1988
Mystic Asset Management
Rhode Island
$1.58M +$78.2K +214 +5%
PWA
1989
Provenance Wealth Advisors
Florida
$1.58M +$221K +605 +17%
PSB
1990
Piscataqua Savings Bank
New Hampshire
$1.58M -$20.1K -55 -1%
GSC
1991
G&S Capital
Colorado
$1.57M -$43.8K -120 -3%
SCA
1992
STALEY CAPITAL ADVISERS
Pennsylvania
$1.57M -$18.3K -50 -1%
OM
1993
OV Management
Minnesota
$1.57M – – –
MC
1994
Machina Capital
France
$1.57M +$681K +1,864 +84%
APA
1995
Astoria Portfolio Advisors
New York
$1.57M +$30K +82 +2%
PMG
1996
ProVise Management Group
Florida
$1.57M -$326K -893 -18%
GWP
1997
Gen-Wealth Partners
Michigan
$1.56M +$1.49M +4,077 New
AIS
1998
AM Investment Strategies
Tennessee
$1.56M +$36.5K +100 +3%
KLCM
1999
KG&L Capital Management
Louisiana
$1.56M -$764K -2,091 -34%
MWA
2000
Moser Wealth Advisors
Washington
$1.56M -$18.3K -50 -1%
78 79
80
81 82