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Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1976
Alpha Family Trust
California
$987K – – –
SOS
1977
Silver Oak Securities
Tennessee
$985K -$1.37K -3 -0.1%
FMB
1978
Field & Main Bank
Kentucky
$984K -$20.6K -45 -2%
TSWM
1979
Tyler-Stone Wealth Management
Ohio
$982K – – –
JCM
1980
Jacobsen Capital Management
Utah
$981K +$457 +1 +0%
MAWA
1981
Moss Adams Wealth Advisors
Washington
$980K +$629K +1,376 +209%
SRC
1982
Shufro Rose & Co
New York
$979K -$4.57K -10 -0.5%
FHC
1983
First Heartland Consultants
Missouri
$977K -$17.8K -39 -2%
AM
1984
Atwater Malick
Pennsylvania
$977K +$8.23K +18 +0.9%
JAG
1985
Journey Advisory Group
Kentucky
$976K +$41.1K +90 +5%
LIM
1986
Letson Investment Management
Georgia
$971K – – –
SAM
1987
Sompo Asset Management
Japan
$968K -$251K -550 -21%
CCM
1988
Canal Capital Management
Virginia
$964K -$39.3K -86 -4%
VST
1989
Van Strum & Towne
California
$963K – – –
CMANY
1990
Capital Management Associates (New York)
New York
$963K +$914K +2,000 New
DFG
1991
Demars Financial Group
Washington
$962K – – –
DEM
1992
Disciplined Equity Management
Florida
$958K -$80.9K -177 -8%
SIA
1993
Strategic Investment Advisors
Michigan
$957K +$46.2K +101 +5%
GC
1994
GFG Capital
Florida
$956K -$68.6K -150 -7%
HFM
1995
Hartford Funds Management
Pennsylvania
$954K +$73.6K +161 +9%
PFG
1996
PAX Financial Group
Texas
$953K -$44.3K -97 -5%
EL
1997
Essex LLC
Illinois
$952K -$163K -357 -15%
HWM
1998
Howard Wealth Management
Connecticut
$952K +$9.14K +20 +1%
WAAG
1999
Wealth Alliance Advisory Group
Kansas
$950K +$45.3K +99 +5%
BIA
2000
Bigelow Investment Advisors
Maine
$948K +$5.49K +12 +0.6%
78 79
80
81 82