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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1976
Pin Oak Investment Advisors
Texas
$74K – – –
BA
1977
Bivin & Associates
Oklahoma
$73K – – –
VCM
1978
Vigilant Capital Management
Maine
$72K +$25.2K +328 +54%
SMG
1979
Spectrum Management Group
Indiana
$71K – – –
C
1980
Covestor
United Kingdom
$70K -$4.92K -64 -7%
YAL
1981
Your Advocates Ltd
Texas
$70K – – –
AIL
1982
AGF Investments LLC
Ontario, Canada
$70K +$70.6K +919 New
TSWM
1983
Tyler-Stone Wealth Management
Ohio
$69K +$77 +1 +0.1%
PSB
1984
Piscataqua Savings Bank
New Hampshire
$68K – – –
FMP
1985
Financial Management Professionals
Texas
$68K +$10.1K +132 +17%
HBW
1986
Hazlett, Burt & Watson
West Virginia
$66K – – –
HI
1987
Hudock Inc
Pennsylvania
$64K -$3.15K -41 -5%
SIS
1988
Sound Income Strategies
Florida
$63K +$77 +1 +0.1%
OCM
1989
Orion Capital Management
California
$62K – – –
GEA
1990
Glen Eagle Advisors
New Jersey
$60.7K +$8.6K +112 +16%
HFM
1991
Harvest Fund Management
China
$60K -$63.1K -822 -51%
AW
1992
Avion Wealth
Texas
$60K – – –
SAM
1993
Strategic Asset Management
Minnesota
$60K – – –
MSFP
1994
Mark Sheptoff Financial Planning
Connecticut
$60K +$1.92K +25 +3%
AP
1995
Atwood & Palmer
Missouri
$57K -$50.8K -661 -47%
ANBT
1996
American National Bank & Trust
Texas
$56K – – –
CWM
1997
CarsonAllaria Wealth Management
Illinois
$56K +$44.1K +574 +357%
FFA
1998
Fairfield Financial Advisors
Massachusetts
$54.2K +$307 +4 +0.6%
RCC
1999
Red Cedar Capital
Nebraska
$53K – – –
PP
2000
PrairieView Partners
Minnesota
$53K +$11.5K +150 +28%
78 79
80
81 82