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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1976
Advisor OS
Illinois
$278K +$265K +941 New
SG
1977
StoneX Group
New York
$277K -$18.3K -65 -7%
LRIA
1978
Leonard Rickey Investment Advisors
Washington
$277K +$264K +936 New
NSB
1979
Norway Savings Bank
Maine
$274K – – –
CG
1980
Corundum Group
Colorado
$272K +$7.33K +26 +3%
BWM
1981
Baystate Wealth Management
Massachusetts
$271K +$5.64K +20 +2%
SAM
1982
Summit Asset Management
Tennessee
$271K +$259K +918 New
BOPW
1983
Brandywine Oak Private Wealth
Pennsylvania
$270K -$53.3K -189 -17%
PWAP
1984
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$270K – – –
NAS
1985
Nicolet Advisory Services
Wisconsin
$269K -$62K -220 -19%
PP
1986
PDS Planning
Ohio
$269K +$257K +910 New
BL
1987
Balentine LLC
Georgia
$268K -$48.2K -171 -16%
SSW
1988
Smith Shellnut Wilson
Mississippi
$268K – – –
SRC
1989
Sage Rhino Capital
California
$268K +$5.92K +21 +2%
FAM
1990
Fred Alger Management
New York
$267K -$29M -102,928 -99%
LD
1991
Lipe & Dalton
New York
$266K – – –
ACA
1992
Affinity Capital Advisors
California
$264K -$10.1K -36 -4%
W
1993
WealthOne
New York
$264K +$252K +894 New
HA
1994
Hamel Associates
New Jersey
$263K – – –
FMW
1995
Farr Miller & Washington
District of Columbia
$261K -$96.4K -342 -28%
CAM
1996
Claret Asset Management
Quebec, Canada
$261K +$249K +882 New
CWC
1997
Carolinas Wealth Consulting
North Carolina
$260K – – –
SYBT
1998
Stock Yards Bank & Trust
Kentucky
$260K +$10.7K +38 +5%
CB
1999
Community Bank
New York
$260K +$28.2K +100 +13%
MSA
2000
Marino Stram & Associates
Massachusetts
$259K +$247K +876 New
78 79
80
81 82