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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1976
Wealth Alliance Advisory Group
Kansas
$470K -$16.4K -47 -3%
PNC
1977
Park National Corp
Ohio
$469K -$87.2K -250 -16%
HAS
1978
HBW Advisory Services
California
$466K -$37.7K -108 -8%
NEIRG
1979
New England Investment & Retirement Group
Massachusetts
$465K -$8.72K -25 -2%
GIP
1980
Greatmark Investment Partners
Georgia
$464K -$209K -600 -32%
AWM
1981
Aries Wealth Management
Maine
$464K – – –
DWM
1982
Dorchester Wealth Management
Quebec, Canada
$463K +$10.5K +30 +2%
ER
1983
Enlightenment Research
Florida
$463K +$454K +1,300 New
NB
1984
Northwest Bancshares
Pennsylvania
$461K – – –
SCM
1985
Schnieders Capital Management
California
$460K -$10.8K -31 -2%
ZIC
1986
ZWJ Investment Counsel
Georgia
$457K -$96.3K -276 -18%
SNBOSCI
1987
Security National Bank of Sioux City Iowa
Iowa
$455K -$54.4K -156 -11%
TIA
1988
Traphagen Investment Advisors
New Jersey
$450K -$8.03K -23 -2%
CC
1989
Caxton Corporation
New Jersey
$449K +$165K +473 +60%
GSWM
1990
Golden State Wealth Management
California
$448K -$289K -827 -40%
GFS
1991
GYL Financial Synergies
Connecticut
$446K -$122K -350 -22%
AC
1992
Aristides Capital
Kentucky
$445K -$349K -1,000 -44%
PP
1993
PDS Planning
Ohio
$445K +$85.8K +246 +24%
VPI
1994
Value Partners Investments
Manitoba, Canada
$445K +$192K +551 +79%
FNT
1995
First Nebraska Trust
Nebraska
$444K +$14.7K +42 +3%
CA
1996
Crumly & Associates
Illinois
$443K -$4.54K -13 -1%
KCM
1997
Kathmere Capital Management
Pennsylvania
$443K -$2.79K -8 -0.6%
KFGK
1998
Keystone Financial Group (Kentucky)
Kentucky
$439K +$4.54K +13 +1%
NP
1999
Ninepoint Partners
Ontario, Canada
$438K -$34.2K -98 -7%
LSPW
2000
Lake Street Private Wealth
Illinois
$438K +$5.58K +16 +1%
78 79
80
81 82