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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1976
Impact Partnership Wealth
Georgia
$47.6K +$39.8K +1,080 New
FFC
1977
First Financial Corp
Indiana
$47.6K -$3.31K -90 -8%
IBOK
1978
Independence Bank of Kentucky
Kentucky
$47.1K -$14.4K -390 -27%
BAM
1979
Byrne Asset Management
New Jersey
$46K -$14.7K -400 -28%
FCG
1980
Financial Connections Group
California
$45K -$65.2K -1,770 -63%
AWM
1981
Ameliora Wealth Management
Switzerland
$44K – – –
FNBOSM
1982
First National Bank of South Miami
Florida
$44K – – –
KSWA
1983
Kathleen S. Wright Associates
Pennsylvania
$44K – – –
NA
1984
Nordwand Advisors
Pennsylvania
$44K – – –
OCM
1985
Osterweis Capital Management
California
$44K – – –
TLA
1986
Tanglewood Legacy Advisors
Texas
$44K – – –
MTIC
1987
Missouri Trust & Investment Company
Missouri
$44K +$36.8K +1,000 New
HDIM
1988
Hanson & Doremus Investment Management
Vermont
$44K – – –
HB
1989
Horizon Bancorp
Indiana
$44K +$36.8K +1,000 New
RA
1990
Rise Advisors
New York
$43.2K -$737 -20 -2%
KFP
1991
KB Financial Partners
New Jersey
$43K +$18.8K +510 +109%
CWAF
1992
Core Wealth Advisors (Florida)
Florida
$42.3K – – –
TAIM
1993
TD Ameritrade Investment Management
Nebraska
$41K -$16.2K -440 -32%
FRA
1994
Front Row Advisors
California
$40K -$5.53K -150 -14%
EWM
1995
Evermay Wealth Management
Virginia
$39.6K -$9.21K -250 -22%
RG
1996
Retirement Group
California
$38.3K – – –
MIFH
1997
Migdal Insurance & Financial Holdings
Israel
$38K -$62.2K -1,690 -66%
BC
1998
Barrett & Company
Rhode Island
$37.6K – – –
OC
1999
Oakworth Capital
Alabama
$36.1K – – –
FFA
2000
Fairfield Financial Advisors
Massachusetts
$35.7K – – –
78 79
80
81 82