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