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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1976
AmeriServ Wealth Advisors
Pennsylvania
$811K +$10.9K +206 +1%
MF
1977
Montis Financial
Massachusetts
$811K +$370K +6,986 +78%
HPWM
1978
Highland Private Wealth Management
Washington
$809K +$47.9K +905 +6%
AS
1979
Altshuler Shaham
Israel
$809K +$841K +15,875 New
RB
1980
Richmond Brothers
Michigan
$808K -$61.1K -1,154 -7%
BAM
1981
Brave Asset Management
New Jersey
$808K +$19K +358 +2%
CAM
1982
Cozad Asset Management
Illinois
$805K +$181K +3,408 +27%
FNB
1983
Farmers National Bank
Kentucky
$805K -$18.9K -357 -2%
DAM
1984
Doheny Asset Management
California
$801K – – –
HCP
1985
Holt Capital Partners
Texas
$800K -$36.6K -690 -4%
WTA
1986
Washington Trust Advisors
Massachusetts
$800K -$2.49K -47 -0.3%
KBG
1987
Kahn Brothers Group
New York
$800K – – –
PA
1988
Paragon Advisors
Texas
$799K +$9.96K +188 +1%
FSG
1989
Financial Strategies Group
Michigan
$799K +$97.6K +1,842 +13%
GA
1990
Greytown Advisors
Florida
$798K -$365K -6,899 -31%
PP
1991
PFS Partners
New Jersey
$797K +$1.38K +26 +0.2%
CBFP
1992
Cedar Brook Financial Partners
Ohio
$796K +$77.9K +1,470 +10%
DA
1993
Denali Advisors
California
$795K +$5.3K +100 +0.6%
CFFP
1994
Center for Financial Planning
Michigan
$795K +$73.1K +1,380 +10%
CNC
1995
Citizens & Northern Corp
Pennsylvania
$794K -$8.21K -155 -1%
WC
1996
Westhampton Capital
North Carolina
$793K -$99.3K -1,875 -11%
AP
1997
Americana Partners
Texas
$793K +$18.1K +342 +0.9%
CCFM
1998
Clear Creek Financial Management
Washington
$791K +$22.2K +420 +3%
IAG
1999
Investment Advisory Group
Massachusetts
$789K – – –
CBT
2000
Central Bank & Trust
Kentucky
$789K +$484K +9,141 +144%
78 79
80
81 82