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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1976
Burford Brothers
Texas
$2.92M -$8.92K -20 -0.3%
CHM
1977
Collaborative Holdings Management
New York
$2.91M +$2.68M +6,000 New
HA
1978
HHLR Advisors
Cayman Islands
$2.91M +$2.68M +6,000 New
IA
1979
IFG Advisory
Georgia
$2.91M -$720K -1,615 -21%
NHC
1980
Nicholas Hoffman & Company
Georgia
$2.9M -$596K -1,335 -18%
SFA
1981
Souders Financial Advisors
Ohio
$2.9M -$261K -585 -9%
CNBT
1982
Canandaigua National Bank & Trust
New York
$2.89M +$44.2K +99 +2%
OLVIG
1983
Oliver Lagore Vanvalin Investment Group
Michigan
$2.89M -$162K -363 -6%
IWA
1984
IVC Wealth Advisors
Pennsylvania
$2.89M -$29K -65 -1%
AIC
1985
Argus Investors Counsel
New York
$2.88M +$101K +226 +4%
LA
1986
Lindenwold Advisors
Pennsylvania
$2.88M -$59.8K -134 -2%
TCM
1987
Towercrest Capital Management
Pennsylvania
$2.87M – – –
SAM
1988
Sawgrass Asset Management
Florida
$2.87M -$359K -805 -12%
JWM
1989
Jupiter Wealth Management
Colorado
$2.87M +$796K +1,785 +42%
PWP
1990
Pursue Wealth Partners
California
$2.86M +$202K +452 +8%
PIM
1991
Penobscot Investment Management
Massachusetts
$2.86M +$220K +493 +9%
WAG
1992
Winthrop Advisory Group
Massachusetts
$2.86M +$28.1K +63 +1%
GWSG
1993
GPS Wealth Strategies Group
Colorado
$2.85M +$69.6K +156 +3%
MP
1994
McDonald Partners
Ohio
$2.84M -$12.9K -29 -0.5%
CCA
1995
Cravens & Co Advisors
Tennessee
$2.84M -$12.5K -28 -0.5%
SP
1996
SWS Partners
Ohio
$2.84M -$538K -1,206 -17%
PP
1997
Paloma Partners
Connecticut
$2.83M +$2.6M +5,838 New
CCM
1998
Chickasaw Capital Management
Tennessee
$2.83M +$217K +487 +9%
GSB
1999
Greenfield Savings Bank
Massachusetts
$2.83M +$31.2K +70 +1%
CVA
2000
Central Valley Advisors
California
$2.82M +$28.5K +64 +1%
78 79
80
81 82