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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1976
Blue Bell Private Wealth Management
Pennsylvania
$14.7K – – –
AT
1977
Arlington Trust
Alabama
$14.7K +$16.5K +390 New
ANBT
1978
American National Bank & Trust
Texas
$14.3K -$97.5K -2,300 -86%
ECM
1979
Estabrook Capital Management
New York
$14.3K – – –
NOI
1980
Newton One Investments
Delaware
$14.3K – – –
PK
1981
Pflug Koory
Nebraska
$14K – – –
FAM
1982
Flaharty Asset Management
Florida
$14K +$15.7K +370 New
NC
1983
NewSquare Capital
Pennsylvania
$13.6K -$14K -330 -48%
AT
1984
Avalon Trust
New Mexico
$13.2K – – –
OAJ
1985
Ogorek Anthony Joseph
New York
$13K +$10.6K +250 +250%
PFA
1986
Pathway Financial Advisers
Indiana
$12.9K +$14.4K +340 New
RF
1987
Robinswood Financial
Washington
$12.5K – – –
BSB
1988
Bangor Savings Bank
Maine
$11.3K – – –
GFPC
1989
Global Financial Private Client
Florida
$11K +$848 +20 +7%
WOC
1990
West Oak Capital
California
$11K – – –
RTL
1991
Red Tortoise LLC
Georgia
$10.6K – – –
CSWM
1992
Cassady Schiller Wealth Management
Ohio
$10.2K – – –
RAM
1993
Riggs Asset Management
Pennsylvania
$9.82K – – –
MAM
1994
Marquette Asset Management
Minnesota
$9.44K +$4.66K +110 +79%
ITIM
1995
Indiana Trust & Investment Management
Indiana
$9.44K +$10.6K +250 New
IPW
1996
Impact Partnership Wealth
Georgia
$9.06K -$35.6K -840 -78%
HWM
1997
HighMark Wealth Management
Minnesota
$9.06K – – –
PP
1998
PrairieView Partners
Minnesota
$9K -$975K -23,000 -99%
AIC
1999
Archer Investment Corporation
Indiana
$8.96K +$2.54K +60 +33%
CMA
2000
Cedar Mountain Advisors
Oregon
$8.31K – – –
78 79
80
81 82