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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1976
Windsor Advisory Group
Ohio
$452K -$295K -8,343 -41%
CL
1977
COWA LLC
Oklahoma
$452K -$146K -4,127 -26%
CSI
1978
Cross Staff Investments
New York
$450K -$8.67K -245 -2%
AMR
1979
Asset Management Resources
Massachusetts
$449K -$78.8K -2,226 -16%
KWM
1980
Kolinsky Wealth Management
New Jersey
$449K +$65.8K +1,859 +18%
SFC
1981
Sprinkle Financial Consultants
Colorado
$449K +$421K +11,900 New
PP
1982
Pingora Partners
Wyoming
$448K +$420K +11,872 New
LC
1983
LCNB Corp
Ohio
$447K -$13.7K -388 -3%
WTFG
1984
Wells Trecaso Financial Group
Ohio
$446K -$12.6K -356 -3%
RSWM
1985
Robertson Stephens Wealth Management
California
$438K +$33.7K +952 +9%
CFG
1986
Cooper Financial Group
California
$438K -$1.27K -36 -0.3%
VFPI
1987
Vantage Financial Partners (Illinois)
Illinois
$437K -$95.5K -2,700 -19%
SJIM
1988
St. Johns Investment Management
Florida
$437K -$33.1K -935 -7%
FFA
1989
First Foundation Advisors
California
$437K -$353K -9,969 -46%
AGA
1990
Accuvest Global Advisors
Utah
$437K -$151K -4,268 -27%
GWANC
1991
Guardian Wealth Advisors (North Carolina)
North Carolina
$436K +$23.6K +666 +6%
SPIS
1992
Steward Partners Investment Solutions
Oregon
$436K +$409K +11,564 New
PAG
1993
Powers Advisory Group
Illinois
$435K -$5.17K -146 -1%
AF
1994
Arrow Financial
New York
$434K -$45.7K -1,293 -10%
DCM
1995
DGS Capital Management
New Jersey
$433K -$62.7K -1,772 -13%
AWM
1996
Aviso Wealth Management
Washington
$433K +$406K +11,476 New
MWM
1997
Mosley Wealth Management
California
$433K +$406K +11,475 New
CAGAS
1998
Capital Advisory Group Advisory Services
Minnesota
$432K +$55.5K +1,570 +16%
RC
1999
Reik & Co
New York
$432K -$52K -1,470 -11%
CGA
2000
Crescent Grove Advisors
Illinois
$430K -$6.97K -197 -2%
78 79
80
81 82