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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1976
Geller Advisors
New York
$1.17M +$510K +1,978 +79%
RP
1977
Rice Partnership
Hawaii
$1.17M -$98K -380 -8%
LC
1978
Lavaca Capital
Texas
$1.17M -$570K -2,210 -33%
ECA
1979
Elevated Capital Advisors
Utah
$1.17M -$117K -453 -10%
COF
1980
Capital One Financial
Virginia
$1.17M -$139K -540 -11%
PAM
1981
Pegasus Asset Management
New York
$1.17M -$12.6K -49 -1%
MIM
1982
Moseley Investment Management
Florida
$1.16M -$6.71K -26 -0.6%
VNA
1983
Valley National Advisers
Pennsylvania
$1.16M -$11.1K -43 -1%
FFA
1984
Founders Financial Alliance
North Carolina
$1.16M +$1.14M +4,421 New
KTC
1985
Kistler-Tiffany Companies
Pennsylvania
$1.15M -$27.9K -108 -2%
SAM
1986
SignalPoint Asset Management
Missouri
$1.15M -$5.16K -20 -0.5%
AB
1987
Atlas Brown
Kentucky
$1.15M +$51.6K +200 +5%
BHBT
1988
Burke & Herbert Bank & Trust
Virginia
$1.15M -$16K -62 -1%
WQ
1989
Wealth Quarterback
New Jersey
$1.14M – – –
BWAM
1990
Boyd Watterson Asset Management
Ohio
$1.14M -$178K -691 -14%
GWSG
1991
GPS Wealth Strategies Group
Colorado
$1.14M +$1.12M +4,346 New
CWM
1992
Chronos Wealth Management
Florida
$1.14M +$173K +672 +18%
BFWA
1993
Benchmark Financial Wealth Advisors
Florida
$1.14M +$5.93K +23 +0.5%
LA
1994
LVW Advisors
New York
$1.13M -$137K -531 -11%
FBT
1995
First Bank & Trust
South Dakota
$1.13M -$7.48K -29 -0.7%
PG
1996
Prostatis Group
Maryland
$1.13M +$241K +935 +28%
SWP
1997
Strategic Wealth Partners
Ohio
$1.12M +$153K +593 +16%
BG
1998
Berry Group
Massachusetts
$1.12M -$516 -2 -0%
FFC
1999
First Financial Corp
Indiana
$1.12M -$20.1K -78 -2%
TP
2000
Tranquility Partners
Tennessee
$1.11M +$86.7K +336 +9%
78 79
80
81 82