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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1976
Vicus Capital
Pennsylvania
$544K -$281 -6 -0%
MAM
1977
Madison Asset Management
Wisconsin
$543K +$94 +2 +0%
FOA
1978
Five Oceans Advisors
California
$542K -$7.88K -168 -1%
FB
1979
Finward Bancorp
Indiana
$541K -$2.11K -45 -0.4%
BM
1980
Berman McAleer
Maryland
$541K +$3.42K +73 +0.6%
BFS
1981
BridgePort Financial Solutions
Iowa
$540K +$76.6K +1,633 +15%
TT
1982
TI-Trust
Illinois
$540K +$19.6K +418 +3%
MG
1983
Marex Group
$538K -$106K -2,264 -15%
CA
1984
Cullinan Associates
Kentucky
$538K +$4.74K +101 +0.8%
CFD
1985
Creative Financial Designs
Indiana
$537K +$23.9K +510 +4%
CA
1986
Crumly & Associates
Illinois
$537K +$17K +362 +3%
PFS
1987
Physicians Financial Services
North Carolina
$537K -$4.69K -100 -0.8%
WG
1988
Wealth Group
North Carolina
$537K +$595K +12,688 New
AHL
1989
Abel Hall LLC
Louisiana
$537K -$33.2K -708 -5%
IA
1990
Invested Advisors
Pennsylvania
$537K -$43.2K -920 -7%
TAM
1991
Titleist Asset Management
Texas
$536K -$165K -3,521 -22%
IIL
1992
Income Insurance Ltd
$535K – – –
BTWM
1993
Baker Tilly Wealth Management
Wisconsin
$533K -$233K -4,958 -28%
QCIG
1994
Quad-Cities Investment Group
Iowa
$533K -$42.6K -908 -7%
RRA
1995
Round Rock Advisors
Connecticut
$533K +$3.14K +67 +0.5%
CCAM
1996
Cascades Capital Asset Management
North Carolina
$532K +$2.58K +55 +0.4%
PCP
1997
Proficio Capital Partners
Massachusetts
$531K +$589K +12,551 New
SSC
1998
Syverson Strege & Co
Iowa
$531K +$90.1K +1,921 +18%
DBRC
1999
D.B. Root & Company
Pennsylvania
$530K +$23.4K +499 +4%
SMWM
2000
Silvia McColl Wealth Management
California
$530K – – –
78 79
80
81 82