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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1976
Formidable Asset Management
Ohio
$262K -$756K -16,500 -70%
BBA
1977
BLB&B Advisors
Pennsylvania
$262K -$12.2K -266 -4%
VAG
1978
VisionPoint Advisory Group
Texas
$262K +$8.39K +183 +3%
AAM
1979
Augustine Asset Management
Florida
$262K -$28.4K -620 -9%
HIG
1980
Heritage Investment Group
Florida
$262K – – –
BBPWM
1981
Blue Bell Private Wealth Management
Pennsylvania
$261K +$917 +20 +0.3%
MSR
1982
Main Street Research
Connecticut
$261K -$43.5K -950 -14%
WF
1983
WoodTrust Financial
Wisconsin
$261K +$271K +5,907 New
GD
1984
Grandfield & Dodd
New York
$261K -$9.17K -200 -3%
CWS
1985
Cypress Wealth Services
California
$260K +$4.91K +107 +2%
BM
1986
Berman McAleer
Maryland
$260K -$27.2K -593 -9%
NCM
1987
Northside Capital Management
Oregon
$260K – – –
SIM
1988
Stratos Investment Management
Ohio
$259K +$269K +5,876 New
CA
1989
Clune & Associates
Illinois
$259K – – –
AWA
1990
Asempa Wealth Advisors
Louisiana
$259K +$247K +5,394 New
IF
1991
Ironwood Financial
Arizona
$259K +$138 +3 +0.1%
PH
1992
Pinnacle Holdings
Oklahoma
$259K – – –
AIM
1993
Acropolis Investment Management
Missouri
$259K -$16.5K -360 -6%
AWM
1994
Activest Wealth Management
Florida
$258K +$51.8K +1,130 +24%
CPSAC
1995
Chas P. Smith & Associates (CPS)
Florida
$258K +$18.3K +400 +7%
MFC
1996
Mechanics Financial Corp
Ohio
$257K – – –
SWM
1997
Segment Wealth Management
Texas
$257K +$267K +5,819 New
WCP
1998
Wick Capital Partners
Pennsylvania
$257K +$267K +5,818 New
AWS
1999
Arkfeld Wealth Strategies
Nebraska
$257K -$36.9K -805 -17%
CFO
2000
CVA Family Office
Colorado
$256K +$90.6K +1,976 +52%
78 79
80
81 82