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Name Holding Trade Value Shares
Change 		Change in
Stake
SFGP
1976
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$263K +$273K +5,965 New
OC
1977
Opal Capital
Florida
$263K +$273K +5,964 New
MHC
1978
May Hill Capital
Massachusetts
$263K +$273K +5,952 New
OAM
1979
Occidental Asset Management
California
$262K +$11K +241 +4%
CWA
1980
Centerline Wealth Advisors
Kentucky
$262K -$6.88K -150 -2%
FAM
1981
Formidable Asset Management
Ohio
$262K -$756K -16,500 -70%
BBA
1982
BLB&B Advisors
Pennsylvania
$262K -$12.2K -266 -4%
VAG
1983
VisionPoint Advisory Group
Texas
$262K +$8.39K +183 +3%
AAM
1984
Augustine Asset Management
Florida
$262K -$28.4K -620 -9%
HIG
1985
Heritage Investment Group
Florida
$262K – – –
BBPWM
1986
Blue Bell Private Wealth Management
Pennsylvania
$261K +$917 +20 +0.3%
MSR
1987
Main Street Research
Connecticut
$261K -$43.5K -950 -14%
WF
1988
WoodTrust Financial
Wisconsin
$261K +$271K +5,907 New
GD
1989
Grandfield & Dodd
New York
$261K -$9.17K -200 -3%
CWS
1990
Cypress Wealth Services
California
$260K +$4.91K +107 +2%
BM
1991
Berman McAleer
Maryland
$260K -$27.2K -593 -9%
NCM
1992
Northside Capital Management
Oregon
$260K – – –
SIM
1993
Stratos Investment Management
Ohio
$259K +$269K +5,876 New
CA
1994
Clune & Associates
Illinois
$259K – – –
AWA
1995
Asempa Wealth Advisors
Louisiana
$259K +$247K +5,394 New
IF
1996
Ironwood Financial
Arizona
$259K +$138 +3 +0.1%
PH
1997
Pinnacle Holdings
Oklahoma
$259K – – –
AIM
1998
Acropolis Investment Management
Missouri
$259K -$16.5K -360 -6%
AWM
1999
Activest Wealth Management
Florida
$258K +$51.8K +1,130 +24%
CPSAC
2000
Chas P. Smith & Associates (CPS)
Florida
$258K +$18.3K +400 +7%
78 79
80
81 82