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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1976
Eukles Asset Management
Ohio
$3.1M +$3.27M +30,522 New
LSC
1977
Lesa Sroufe & Co
Washington
$3.1M +$8.14K +76 +0.2%
ATIA
1978
American Trust Investment Advisors
New Hampshire
$3.09M -$694K -6,480 -18%
GAG
1979
GM Advisory Group
New York
$3.09M -$184K -1,721 -5%
BWA
1980
BDO Wealth Advisors
Florida
$3.09M -$1.57M -14,692 -33%
WAM
1981
Wakefield Asset Management
Colorado
$3.09M -$186K -1,736 -5%
PL
1982
Perpetual Ltd
Australia
$3.09M +$32.1K +300 +1%
MFG
1983
Magnus Financial Group
New York
$3.08M +$3.25M +30,358 New
HA
1984
Hamel Associates
New Jersey
$3.06M +$96.4K +900 +3%
PA
1985
Probity Advisors
Texas
$3.05M -$44.1K -412 -1%
PWSG
1986
Pacific Wealth Strategies Group
California
$3.05M +$119K +1,111 +4%
CCM
1987
Cox Capital Management
Massachusetts
$3.04M +$56.8K +530 +2%
BHBT
1988
Burke & Herbert Bank & Trust
Virginia
$3.04M -$50.7K -473 -2%
DSAM
1989
Dock Street Asset Management
Florida
$3.04M +$675K +6,300 +27%
DBRC
1990
D.B. Root & Company
Pennsylvania
$3.03M +$26K +243 +0.8%
LHC
1991
Little House Capital
Massachusetts
$3.02M +$3.18M +29,720 New
GRP
1992
Global Retirement Partners
California
$3.02M -$129K -1,201 -4%
BAM
1993
Belpointe Asset Management
Nevada
$3.01M -$2.23M -20,827 -41%
FCIM
1994
Fairview Capital Investment Management
California
$3M +$28K +261 +0.9%
MCM
1995
Marathon Capital Management
Maryland
$3M -$111K -1,033 -3%
SIG
1996
Sargent Investment Group
Maryland
$2.98M +$3.14M +29,353 New
PHIMC
1997
Private Harbour Investment Management & Counsel
Ohio
$2.98M -$1.02M -9,522 -25%
9WM
1998
9258 Wealth Management
Ohio
$2.96M +$3.13M +29,178 New
MMPW
1999
Mitchell McLeod Pugh & Williams
Alabama
$2.96M -$28.8K -269 -0.9%
HWMG
2000
Hurlow Wealth Management Group
Indiana
$2.96M +$3.01M +28,137 New
78 79
80
81 82