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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1976
MFA Wealth Advisors
Pennsylvania
$30.2K +$1.25K +50 +4%
VWM
1977
Venturi Wealth Management
Texas
$30.1K -$24.8K -992 -44%
A
1978
AlphaQuest
New York
$29.8K +$31.3K +1,253 +7,371%
CTC
1979
Cetera Trust Company
Minnesota
$29.3K – – –
CTWM
1980
Cherry Tree Wealth Management
Minnesota
$29.1K – – –
BC
1981
Belmont Capital
California
$28.2K – – –
BGA
1982
Battery Global Advisors
Massachusetts
$28.1K +$29.9K +1,197 New
CH
1983
Canton Hathaway
Rhode Island
$28K – – –
SHIM
1984
Stone House Investment Management
Pennsylvania
$27.8K +$325 +13 +1%
PCFFS
1985
Pacific Center for Financial Services
California
$27.7K – – –
CAM
1986
Creekmur Asset Management
Illinois
$27.5K +$499 +20 +2%
BONH
1987
Bank of New Hampshire
New Hampshire
$27.3K -$163K -6,536 -85%
BCM
1988
Blume Capital Management
California
$27.3K – – –
SC
1989
Swan Capital
Florida
$26.8K – – –
MSG
1990
Main Street Group
Virginia
$26.6K -$7.34K -294 -21%
SFCL
1991
Strengthening Families & Communities LLC
Massachusetts
$26.6K -$2.42K -97 -8%
USB
1992
Union Savings Bank
Connecticut
$26.5K -$80.8K -3,237 -74%
APW
1993
Atlantic Private Wealth
North Carolina
$26.5K +$28.2K +1,128 New
FFA
1994
Fairfield Financial Advisors
Massachusetts
$26.2K – – –
RCM
1995
Raleigh Capital Management
North Carolina
$26.1K +$9.29K +372 +50%
FMTCOCP
1996
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
APC
1997
Aspire Private Capital
North Carolina
$25.8K +$799 +32 +3%
IWP
1998
IAG Wealth Partners
Wisconsin
$25.8K +$27.5K +1,100 New
MWA
1999
Moser Wealth Advisors
Washington
$25.5K – – –
SIC
2000
SJS Investment Consulting
Ohio
$24.1K -$23.1K -926 -47%
78 79
80
81 82