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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1976
Park Place Capital
Alabama
$450K -$88.9K -1,330 -17%
GFA
1977
Gallagher Fiduciary Advisors
Illinois
$450K -$62.2K -930 -13%
HWAM
1978
Hennion & Walsh Asset Management
New Jersey
$450K +$61.5K +920 +17%
CA
1979
CV Advisors
Florida
$450K +$424K +6,340 New
NGA
1980
Naples Global Advisors
Florida
$449K +$3.34K +50 +0.8%
HKIMG
1981
Hutchens & Kramer Investment Management Group
Indiana
$448K +$13.4K +200 +3%
FMTC
1982
Farmers & Merchants Trust Company
California
$448K -$1.34K -20 -0.3%
GA
1983
GFS Advisors
Texas
$445K -$14M -209,030 -97%
TWM
1984
Thrive Wealth Management
Pennsylvania
$444K -$16.7K -250 -4%
WAG
1985
Winthrop Advisory Group
Massachusetts
$443K -$669 -10 -0.2%
HWA
1986
HHM Wealth Advisors
Tennessee
$443K +$4.68K +70 +1%
LIM
1987
Leavell Investment Management
Alabama
$441K +$42.1K +630 +11%
FA
1988
FDx Advisors
Illinois
$441K -$34.8K -520 -8%
RWA
1989
River Wealth Advisors
Pennsylvania
$440K +$26.1K +390 +7%
WDG
1990
Wealth Dimensions Group
Ohio
$439K +$4.01K +60 +1%
MLA
1991
My Legacy Advisors
Oregon
$438K +$21.4K +320 +5%
MFA
1992
Mayflower Financial Advisors
Massachusetts
$438K +$17.4K +260 +4%
WFPG
1993
Waller Financial Planning Group
Ohio
$436K +$5.35K +80 +1%
GFG
1994
Goldstone Financial Group
Illinois
$433K +$58.9K +880 +17%
AAG
1995
Armstrong Advisory Group
Massachusetts
$432K -$7.36K -110 -2%
6F
1996
626 Financial
Michigan
$432K – – –
RCG
1997
Ruane, Cunniff & Goldfarb
New York
$430K -$6.02K -90 -1%
TCWA
1998
Turtle Creek Wealth Advisors
Texas
$427K +$36.8K +550 +10%
4WM
1999
49 Wealth Management
Texas
$426K +$1.34K +20 +0.3%
NBT
2000
Northwest Bank & Trust
Iowa
$426K – – –
78 79
80
81 82