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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1976
Prestige Wealth Management Group
New Jersey
$784K -$50.4K -708 -6%
OPWM
1977
Oregon Pacific Wealth Management
Oregon
$783K +$86.1K +1,209 +12%
AAM
1978
Alken Asset Management
United Kingdom
$781K – – –
WFM
1979
Wolff Financial Management
Michigan
$781K +$4.42K +62 +0.6%
OFS
1980
OMC Financial Services
New York
$780K -$14.2K -200 -2%
WIC
1981
Willis Investment Counsel
Georgia
$779K – – –
BWM
1982
BCS Wealth Management
Tennessee
$778K +$102K +1,427 +15%
JFGIW
1983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$778K +$46.6K +654 +6%
RRA
1984
Round Rock Advisors
Connecticut
$776K -$3.35K -47 -0.4%
LCWP
1985
Legacy Capital Wealth Partners
Arkansas
$776K -$3.49K -49 -0.4%
ADBIC
1986
A.D. Beadell Investment Counsel
Wisconsin
$776K -$123K -1,725 -14%
FNBOMD
1987
First National Bank of Mount Dora
Florida
$775K +$27.9K +391 +4%
HFW
1988
Horizon Family Wealth
Illinois
$769K -$78.1K -1,097 -9%
OCM
1989
Orser Capital Management
Texas
$769K – – –
PWM
1990
Partners Wealth Management
California
$768K – – –
FBB
1991
Fulton Breakefield Broenniman
Maryland
$768K +$11.8K +165 +2%
HPBT
1992
Hickory Point Bank & Trust
Illinois
$767K – – –
DAC
1993
Dividend Assets Capital
South Carolina
$767K +$28.3K +397 +4%
XT
1994
XTX Topco
Cayman Islands
$765K +$770K +10,811 New
RIA
1995
Richwood Investment Advisors
Ohio
$765K – – –
HC
1996
Hendley & Co
Ohio
$762K -$7.12K -100 -0.9%
WDC
1997
Woodward Diversified Capital
California
$761K +$336K +4,718 +78%
CWM
1998
Centurion Wealth Management
Virginia
$759K -$58.1K -816 -7%
SFG
1999
SevenBridge Financial Group
Pennsylvania
$759K -$142K -2,000 -16%
HBT
2000
Heartland Bank & Trust
Illinois
$758K -$9.76K -137 -1%
78 79
80
81 82