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Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
1976
Smith Anglin Financial
Texas
$3.07M -$122K -251 -4%
CNBT
1977
Canandaigua National Bank & Trust
New York
$3.07M +$63.2K +130 +2%
GLR
1978
Great Lakes Retirement
Ohio
$3.07M +$24.8K +51 +0.8%
PCM
1979
Poehling Capital Management
Wisconsin
$3.07M – – –
QC
1980
Quent Capital
New York
$3.07M +$196K +404 +7%
RWM
1981
RKL Wealth Management
Pennsylvania
$3.06M -$85.1K -175 -3%
BTWM
1982
Baker Tilly Wealth Management
Wisconsin
$3.06M -$1.34M -2,756 -31%
CI
1983
Cavalier Investments
Georgia
$3.06M +$1.53M +3,149 +108%
IC
1984
Inscription Capital
Texas
$3.06M +$224K +460 +8%
JWM
1985
Jackson Wealth Management
Florida
$3.06M +$2.35M +4,836 +392%
APS
1986
American Planning Services
Florida
$3.06M +$2.42M +4,974 +455%
CNWM
1987
Clay Northam Wealth Management
California
$3.05M +$486 +1 +0%
AWA
1988
Aletheian Wealth Advisors
Washington
$3.04M -$95.3K -196 -3%
NSIM
1989
North Star Investment Management
Illinois
$3.03M -$360K -740 -11%
BB
1990
Burford Brothers
Texas
$3.03M -$3.4K -7 -0.1%
OCM
1991
Olstein Capital Management
New York
$3.02M -$243K -500 -8%
CCM
1992
Chickasaw Capital Management
Tennessee
$3.02M +$73.4K +151 +3%
CIA
1993
Cohen Investment Advisors
New Hampshire
$3.02M -$54.4K -112 -1%
IWA
1994
IVC Wealth Advisors
Pennsylvania
$3.01M +$13.6K +28 +0.5%
CFCI
1995
Comprehensive Financial Consultants Institutional
Indiana
$3.01M -$217K -446 -7%
CB
1996
CNB Bank
Pennsylvania
$3.01M +$515K +1,060 +22%
MWS
1997
Maxwell Wealth Strategies
California
$3.01M +$27.2K +56 +0.9%
DG
1998
DMC Group
Alabama
$3M +$297K +612 +11%
HCM
1999
Hollencrest Capital Management
California
$2.99M +$228K +470 +9%
KWM
2000
Keebeck Wealth Management
Illinois
$2.99M +$136K +280 +5%
78 79
80
81 82