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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1976
Andesa Financial Management
Pennsylvania
$6.84M -$308K -1,695 -5%
AIM
1977
AIA Investment Management
Singapore
$6.83M -$329K -1,814 -5%
AWM
1978
Aevitas Wealth Management
Massachusetts
$6.83M +$302K +1,662 +5%
CC
1979
Cipher Capital
New York
$6.83M +$6.09M +33,534 New
SLG
1980
Stanley-Laman Group
Pennsylvania
$6.81M +$951K +5,237 +19%
VRM
1981
Vectors Research Management
New York
$6.8M -$64.3K -354 -1%
LC
1982
LCNB Corp
Ohio
$6.76M -$163K -898 -3%
WA
1983
WealthTrust Axiom
Pennsylvania
$6.75M -$31.2K -172 -0.5%
GAAM
1984
Guinness Atkinson Asset Management
California
$6.75M – – –
CCM
1985
Carlson Capital Management
Minnesota
$6.7M +$1.08M +5,973 +24%
TSS
1986
Two Sigma Securities
New York
$6.7M +$5.97M +32,896 New
DAM
1987
Diamant Asset Management
Connecticut
$6.69M – – –
LF
1988
Lantz Financial
Illinois
$6.69M -$1.59M -8,772 -21%
WFI
1989
West Family Investments
California
$6.69M – – –
PWP
1990
Principle Wealth Partners
Connecticut
$6.68M +$260K +1,432 +5%
SIA
1991
SeaBridge Investment Advisors
New Jersey
$6.67M +$30.1K +166 +0.5%
UCMOK
1992
United Capital Management of KS
Kansas
$6.65M +$216K +1,191 +4%
BWA
1993
BDO Wealth Advisors
Florida
$6.64M -$1.27M -6,976 -18%
MC
1994
Miramar Capital
Illinois
$6.64M +$242K +1,332 +4%
SFM
1995
Signet Financial Management
New Jersey
$6.63M -$1.57M -8,627 -21%
RBFC
1996
Roman Butler Fullerton & Co
Missouri
$6.62M +$248K +1,368 +4%
CFG
1997
Cooper Financial Group
California
$6.62M +$691K +3,807 +13%
LPT
1998
Legacy Private Trust
Wisconsin
$6.62M -$361K -1,989 -6%
TLP
1999
Trinity Legacy Partners
Texas
$6.6M +$184K +1,014 +3%
CNBTD
2000
Citizens National Bank Trust Department
Mississippi
$6.58M +$155K +853 +3%
78 79
80
81 82