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Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
1976
Joseph Group Capital Management
Ohio
$1.42M +$75.4K +365 +5%
SMA
1977
Sage Mountain Advisors
Georgia
$1.42M +$68.8K +333 +5%
TWI
1978
Thomas White International
Illinois
$1.42M – – –
PSB
1979
Piscataqua Savings Bank
New Hampshire
$1.41M -$38K -184 -3%
1IA
1980
1834 Investment Advisors
Wisconsin
$1.4M -$487K -2,358 -25%
SDWIA
1981
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.4M +$413 +2 +0%
PIA
1982
Pinion Investment Advisors
Kansas
$1.39M -$7.44K -36 -0.5%
RFA
1983
Resurgent Financial Advisors
Georgia
$1.39M +$86.2K +417 +6%
LPT
1984
Legacy Private Trust
Wisconsin
$1.38M – – –
CRCM
1985
Corbett Road Capital Management
Virginia
$1.38M +$949K +4,592 +190%
AC
1986
Aristides Capital
Kentucky
$1.38M – – –
AFM
1987
Anson Funds Management
Texas
$1.38M +$1.45M +7,000 New
ACM
1988
Ascendant Capital Management
California
$1.38M +$1.45M +7,000 New
BOPW
1989
Brandywine Oak Private Wealth
Pennsylvania
$1.37M -$91.1K -441 -6%
KFS
1990
Kurt F. Somerville
$1.37M -$10.3K -50 -0.7%
BOC
1991
Barbara Oil Co
Illinois
$1.37M – – –
FWA
1992
FOCUS Wealth Advisors
Texas
$1.37M +$31K +150 +2%
CCM
1993
Cribstone Capital Management
Maine
$1.37M +$81K +392 +6%
PFGIA
1994
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M -$29.3K -142 -2%
WPC
1995
Wedmont Private Capital
Pennsylvania
$1.36M -$140K -677 -9%
EA
1996
Emerald Advisers
Pennsylvania
$1.36M +$258K +1,247 +22%
SHFA
1997
SC&H Financial Advisors
Maryland
$1.35M +$116K +559 +9%
SSW
1998
Stone Summit Wealth
Florida
$1.35M +$99.2K +480 +8%
WAAG
1999
Wealth Alliance Advisory Group
Kansas
$1.35M +$118K +570 +9%
LCM
2000
Leisure Capital Management
California
$1.34M -$7.85K -38 -0.6%
78 79
80
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