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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1976
Octavia Wealth Advisors
Ohio
$1.2M -$32.6K -132 -3%
BL
1977
BFSG LLC
California
$1.19M +$1.03M +4,157 New
1SB
1978
1ST Source Bank
Indiana
$1.19M +$83.9K +340 +9%
PFSC
1979
Peoples Financial Services Corp
Pennsylvania
$1.19M -$24.7K -100 -2%
CFO
1980
CVA Family Office
Colorado
$1.19M +$70.8K +287 +7%
SC
1981
Sykon Capital
New York
$1.19M +$1.02M +4,135 New
FHC
1982
First Heartland Consultants
Missouri
$1.18M +$40.7K +165 +4%
ZIC
1983
ZWJ Investment Counsel
Georgia
$1.18M +$128K +519 +14%
VC
1984
Veracity Capital
Georgia
$1.18M +$44.9K +182 +5%
PA
1985
Paragon Advisors
Texas
$1.18M -$1.02M -4,125 -50%
LFM
1986
Lumina Fund Management
New York
$1.18M – – –
CCM
1987
Carlson Capital Management
Minnesota
$1.18M +$23.2K +94 +2%
MIM
1988
Moseley Investment Management
Florida
$1.17M +$16.3K +66 +2%
CP
1989
Covenant Partners
Tennessee
$1.17M +$147K +595 +17%
CWS
1990
Confluence Wealth Services
Pennsylvania
$1.17M +$155K +629 +18%
BTI
1991
Blue Trust Inc
Georgia
$1.17M -$1.1M -4,451 -45%
JEST
1992
JTC Employer Solutions Trustee
Jersey
$1.17M – – –
MCM
1993
McDonough Capital Management
Florida
$1.17M +$6.42K +26 +0.6%
FAG
1994
Fortitude Advisory Group
Washington
$1.17M -$70.6K -286 -7%
WAAG
1995
Wealth Alliance Advisory Group
Kansas
$1.17M +$475K +1,925 +90%
AR
1996
Advisory Research
Illinois
$1.17M +$1M +4,060 New
FBT
1997
First Bank & Trust
South Dakota
$1.16M -$7.16K -29 -0.7%
AWM
1998
Accurate Wealth Management
Florida
$1.16M +$204K +827 +28%
WRPWM
1999
Werba Rubin Papier Wealth Management
California
$1.16M -$30.4K -123 -3%
FP
2000
Financial Perspectives
Minnesota
$1.16M – – –
78 79
80
81 82