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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1976
Fragasso Financial Advisors
Pennsylvania
$399K +$9.83K +36 +2%
ANBT
1977
American National Bank & Trust
Texas
$399K +$22.9K +84 +5%
AP
1978
Atwood & Palmer
Missouri
$399K +$51.6K +189 +12%
C
1979
CEDRUS
Colorado
$397K +$483K +1,770 New
EI
1980
Ellevest Inc
New York
$397K -$982K -3,597 -67%
SCM
1981
SOL Capital Management
Maryland
$395K +$9.01K +33 +2%
EL
1982
Essex LLC
Illinois
$395K +$13.9K +51 +3%
FWI
1983
Facet Wealth Inc
Maryland
$395K +$21.3K +78 +5%
GCM
1984
G2 Capital Management
Ohio
$395K +$50.8K +186 +12%
YIA
1985
YHB Investment Advisors
Connecticut
$394K -$112K -411 -19%
FWM
1986
Fairhaven Wealth Management
Illinois
$393K +$45K +165 +10%
BG
1987
Bahl & Gaynor
Ohio
$391K +$41.8K +153 +10%
FWIA
1988
Fort Washington Investment Advisors
Ohio
$389K -$42.6K -156 -8%
EFSCE
1989
Enterprise Financial Services Corp (EFSC)
Missouri
$389K -$34.4K -126 -7%
BMC
1990
Benin Management Corp
Connecticut
$389K +$24.6K +90 +5%
FNBOSM
1991
First National Bank of South Miami
Florida
$389K +$81.9K +300 +21%
SIG
1992
Stonegate Investment Group
Alabama
$389K +$231K +846 +95%
WA
1993
WealthTrust Axiom
Pennsylvania
$388K +$4.09K +15 +0.9%
LP
1994
Lloyd Park
Illinois
$387K – – –
PP
1995
Pegasus Partners
Wisconsin
$387K +$470K +1,722 New
I
1996
IMPACTfolio
Colorado
$385K -$40.9K -150 -8%
GWAG
1997
Garrett Wealth Advisory Group
Texas
$385K – – –
SCA
1998
Scott Capital Advisors
Oregon
$384K -$20.5K -75 -4%
SRSA
1999
S.R. Schill & Associates
Washington
$384K +$160K +585 +52%
W
2000
Wealthquest
Ohio
$383K +$17.2K +63 +4%
78 79
80
81 82