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Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1976
Beck Mack & Oliver
New York
$1.83M – – –
CT
1977
Columbia Trust
Oregon
$1.83M +$64.8K +283 +4%
HIC
1978
Harvey Investment Company
Kentucky
$1.82M +$12.1K +53 +0.7%
WIS
1979
Wright Investors Service
Connecticut
$1.82M +$1.75M +7,665 New
RWP
1980
Revolve Wealth Partners
New Jersey
$1.82M +$30.4K +133 +2%
RB
1981
Renasant Bank
Mississippi
$1.82M -$44.6K -195 -2%
AFG
1982
Alterity Financial Group
Maine
$1.81M -$280K -1,224 -14%
PHS
1983
Pekin Hardy Strauss
Illinois
$1.81M -$89.9K -393 -5%
CCG
1984
Chatham Capital Group
Georgia
$1.8M – – –
PFWA
1985
Paces Ferry Wealth Advisors
Georgia
$1.8M -$168K -732 -9%
BLAM
1986
Bourne Lent Asset Management
New York
$1.79M -$149K -650 -8%
HEIP
1987
Hudson Edge Investment Partners
New Jersey
$1.79M -$17.2K -75 -1%
JWM
1988
Jessup Wealth Management
Ohio
$1.79M -$101K -443 -6%
SPWM
1989
Schrum Private Wealth Management
Florida
$1.78M – – –
AG
1990
Artal Group
Luxembourg
$1.78M +$1.72M +7,500 New
GWM
1991
Gray Wealth Management
Maine
$1.78M +$60.4K +264 +4%
FFA
1992
Farther Finance Advisors
California
$1.78M +$686K +2,997 +67%
MW
1993
MBL Wealth
North Carolina
$1.77M +$14.9K +65 +0.9%
EP
1994
Eudaimonia Partners
Tennessee
$1.77M +$16.7K +73 +1%
JSL
1995
JT Stratford LLC
Georgia
$1.77M +$537K +2,345 +46%
RP
1996
Rice Partnership
Hawaii
$1.77M -$966K -4,220 -36%
SCM
1997
Spreng Capital Management
Ohio
$1.77M -$21.7K -95 -1%
EGA
1998
E&G Advisors
Texas
$1.77M -$11.4K -50 -0.7%
CASB
1999
Cape Ann Savings Bank
Massachusetts
$1.77M +$11.4K +50 +0.7%
CB
2000
CNB Bank
Pennsylvania
$1.76M +$57.9K +253 +4%
78 79
80
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