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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
1976
Cross Staff Investments
New York
$450K -$8.67K -245 -2%
AMR
1977
Asset Management Resources
Massachusetts
$449K -$78.8K -2,226 -16%
KWM
1978
Kolinsky Wealth Management
New Jersey
$449K +$65.8K +1,859 +18%
SFC
1979
Sprinkle Financial Consultants
Colorado
$449K +$421K +11,900 New
PP
1980
Pingora Partners
Wyoming
$448K +$420K +11,872 New
LC
1981
LCNB Corp
Ohio
$447K -$13.7K -388 -3%
WTFG
1982
Wells Trecaso Financial Group
Ohio
$446K -$12.6K -356 -3%
RSWM
1983
Robertson Stephens Wealth Management
California
$438K +$33.7K +952 +9%
CFG
1984
Cooper Financial Group
California
$438K -$1.27K -36 -0.3%
VFPI
1985
Vantage Financial Partners (Illinois)
Illinois
$437K -$95.5K -2,700 -19%
SJIM
1986
St. Johns Investment Management
Florida
$437K -$33.1K -935 -7%
FFA
1987
First Foundation Advisors
California
$437K -$353K -9,969 -46%
AGA
1988
Accuvest Global Advisors
Utah
$437K -$151K -4,268 -27%
GWANC
1989
Guardian Wealth Advisors (North Carolina)
North Carolina
$436K +$23.6K +666 +6%
SPIS
1990
Steward Partners Investment Solutions
Oregon
$436K +$409K +11,564 New
PAG
1991
Powers Advisory Group
Illinois
$435K -$5.17K -146 -1%
AF
1992
Arrow Financial
New York
$434K -$45.7K -1,293 -10%
DCM
1993
DGS Capital Management
New Jersey
$433K -$62.7K -1,772 -13%
AWM
1994
Aviso Wealth Management
Washington
$433K +$406K +11,476 New
MWM
1995
Mosley Wealth Management
California
$433K +$406K +11,475 New
CAGAS
1996
Capital Advisory Group Advisory Services
Minnesota
$432K +$55.5K +1,570 +16%
RC
1997
Reik & Co
New York
$432K -$52K -1,470 -11%
CGA
1998
Crescent Grove Advisors
Illinois
$430K -$6.97K -197 -2%
EWM
1999
Empirical Wealth Management
Washington
$430K +$46.1K +1,303 +13%
CCT
2000
Capital City Trust
Florida
$430K -$755K -21,346 -65%
78 79
80
81 82