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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1976
Stonehearth Capital Management
Massachusetts
$211K +$208K +2,065 New
EL
1977
EWA LLC
Pennsylvania
$211K +$208K +2,062 New
SWM
1978
Seed Wealth Management
Illinois
$210K +$207K +2,059 New
PPC
1979
Park Place Capital
Alabama
$210K -$177K -1,759 -46%
BPW
1980
Bingham Private Wealth
California
$210K +$207K +2,054 New
HWP
1981
Hibernia Wealth Partners
Louisiana
$210K -$165K -1,635 -44%
OP
1982
Oslo Pensjonsforsikring
$209K – – –
RYA
1983
Richard Young Associates
Georgia
$209K +$206K +2,046 New
WAN
1984
Wealth Advisors Northwest
Oregon
$209K +$206K +2,043 New
BFA
1985
Beacon Financial Advisory
Ohio
$208K +$205K +2,039 New
PFGWM
1986
Price Financial Group Wealth Management
Oregon
$208K – – –
SMBT
1987
Southern Michigan Bank & Trust
Michigan
$208K – – –
FFBTD
1988
First Financial Bank - Trust Division
Ohio
$207K +$204K +2,030 New
NFC
1989
Northstar Financial Companies
Pennsylvania
$207K +$204K +2,029 New
AWA
1990
Amplius Wealth Advisors
Pennsylvania
$207K +$204K +2,024 New
SB
1991
Strategic Blueprint
Georgia
$207K +$204K +2,024 New
AWM
1992
Aberdeen Wealth Management
Illinois
$207K -$243K -2,409 -54%
PWM
1993
Parkshore Wealth Management
California
$206K +$203K +2,019 New
DLCIG
1994
D.L. Carlson Investment Group
New Hampshire
$206K +$203K +2,018 New
EWA
1995
Encompass Wealth Advisors
Oregon
$206K +$203K +2,013 New
SGK
1996
Steigerwald Gordon & Koch
Virginia
$206K -$6.04K -60 -3%
ACM
1997
Aspen Capital Management
Idaho
$206K +$203K +2,011 New
MWA
1998
Martel Wealth Advisors
Washington
$206K +$203K +2,011 New
MCRM
1999
Midway Capital Research & Management
Illinois
$205K -$3.42K -34 -2%
HL
2000
HeadInvest LLC
Maine
$205K +$202K +2,009 New
78 79
80
81 82