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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1976
TimeScale Financial
Massachusetts
$581K -$181K -3,162 -23%
OCG
1977
Opus Capital Group
Ohio
$581K +$619K +10,815 New
CRC
1978
Curi RMB Capital
Illinois
$580K -$3.66K -64 -0.6%
BA
1979
Birinyi Associates
Connecticut
$578K -$123K -2,150 -17%
GFS
1980
GYL Financial Synergies
Connecticut
$578K +$138K +2,411 +29%
MWM
1981
Mattern Wealth Management
Kansas
$575K +$187K +3,276 +44%
CSIA
1982
Charles Schwab Investment Advisory
California
$574K -$456M -7,975,497 -100%
EAM
1983
Evanson Asset Management
California
$574K -$58.3K -1,019 -9%
ECM
1984
Elgethun Capital Management
South Dakota
$573K -$10.2K -179 -2%
CCA
1985
Column Capital Advisors
Indiana
$572K +$260K +4,539 +74%
I
1986
INVST
Indiana
$571K +$281K +4,911 +84%
WWM
1987
WT Wealth Management
Arizona
$566K +$302K +5,274 +100%
BLAM
1988
Bourne Lent Asset Management
New York
$565K -$148K -2,592 -20%
WI
1989
Wintrust Investments
Illinois
$564K -$16.5K -288 -3%
NPF
1990
Norris Perne & French
Michigan
$564K -$8.58K -150 -1%
NB
1991
Northwest Bancshares
Pennsylvania
$562K -$287K -5,021 -32%
CS
1992
Capital Square
Tennessee
$562K +$33.2K +580 +6%
VCS
1993
Vaughan & Co Securities
New Jersey
$562K -$7.78K -136 -1%
SAA
1994
Southeast Asset Advisors
Georgia
$560K -$2.52K -44 -0.4%
NCM
1995
Northside Capital Management
Oregon
$560K +$401 +7 +0.1%
BA
1996
Ballast Advisors
Minnesota
$560K +$37.9K +663 +7%
PFO
1997
Pathstone Family Office
New Jersey
$560K +$430K +7,519 +263%
SIC
1998
Shoker Investment Counsel
Ohio
$558K +$39.6K +692 +7%
CWM
1999
Confluence Wealth Management
Oregon
$558K +$89.5K +1,565 +18%
B
2000
Bridgeworth
Alabama
$556K -$37K -647 -6%
78 79
80
81 82