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Name Holding Trade Value Shares
Change
Change in
Stake
CB
1976
Community Bank
New York
$438K +$96.4K +265 +27%
GFS
1977
GYL Financial Synergies
Connecticut
$436K -$6.91K -19 -1%
CHA
1978
Carmichael Hill & Associates
Maryland
$436K +$12.7K +35 +3%
AC
1979
Aristides Capital
Kentucky
$435K
ZIC
1980
ZWJ Investment Counsel
Georgia
$434K +$41.8K +115 +10%
LSPW
1981
Lake Street Private Wealth
Illinois
$433K +$5.82K +16 +1%
MSFP
1982
Mark Sheptoff Financial Planning
Connecticut
$431K
SG
1983
StoneX Group
New York
$430K +$42.2K +116 +10%
PNC
1984
Park National Corp
Ohio
$428K
DS
1985
DRW Securities
Illinois
$427K -$254K -698 -36%
OPPTF
1986
OPSEU Pension Plan Trust Fund
Ontario, Canada
$427K -$14.9K -41 -3%
AWM
1987
Aries Wealth Management
Maine
$427K
Jones Financial Companies
1988
Jones Financial Companies
Missouri
$425K -$4.36K -12 -1%
EWM
1989
Evermay Wealth Management
Virginia
$425K
KFP
1990
KB Financial Partners
New Jersey
$422K -$78.2K -215 -15%
RW
1991
Rede Wealth
Virginia
$421K +$26.2K +72 +6%
CP
1992
Camelot Portfolios
Ohio
$420K -$31.3K -86 -7%
SDWIA
1993
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$420K +$50.5K +139 +13%
PIM
1994
Profit Investment Management
Maryland
$415K
MA
1995
MJP Associates
Connecticut
$415K +$52K +143 +14%
AC
1996
Avestar Capital
New York
$415K +$55.6K +153 +15%
HI
1997
HBK Investments
Texas
$413K -$5.68M -15,628 -93%
PWM
1998
Prentice Wealth Management
New York
$413K -$3.64K -10 -0.8%
AFP
1999
Ausdal Financial Partners
Iowa
$413K +$17.8K +49 +4%
RFG
2000
Range Financial Group
Oregon
$413K +$45.8K +126 +12%