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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1976
Basswood Capital Management
New York
$2.57M – – –
JHP
1977
James Hambro & Partners
United Kingdom
$2.57M +$2.63M +61,136 New
SFWA
1978
Summit Financial Wealth Advisors
Louisiana
$2.56M +$51.1K +1,188 +2%
CAM
1979
CenterStar Asset Management
Illinois
$2.56M – – –
CWM
1980
Circle Wealth Management
New Jersey
$2.55M +$260K +6,036 +11%
CBN
1981
Cadence Bank NA
Texas
$2.54M -$952K -22,112 -27%
EM
1982
ELCO Management
New York
$2.54M -$17.2K -400 -0.7%
FWC
1983
First Washington Corp
Washington
$2.54M -$138K -3,216 -5%
EWM
1984
Elmwood Wealth Management
California
$2.52M +$2.59M +60,180 New
SG
1985
StoneX Group
New York
$2.52M +$30.3K +704 +1%
HCM
1986
Hall Capital Management
Rhode Island
$2.52M +$135K +3,136 +6%
HL
1987
HeadInvest LLC
Maine
$2.52M -$149K -3,460 -5%
KSCM
1988
Kamunting Street Capital Management
Florida
$2.52M +$2.58M +60,000 New
LI
1989
Longer Investments
Arkansas
$2.51M -$373K -8,660 -13%
WWMSC
1990
Wagner Wealth Management (South Carolina)
South Carolina
$2.51M +$341K +7,924 +15%
PA
1991
Planning Alternatives
Michigan
$2.5M -$44.9K -1,044 -2%
CCP
1992
Corient Capital Partners
California
$2.5M +$299K +6,952 +13%
CAS
1993
Cue Advisory Services
Arizona
$2.49M +$28.4K +660 +1%
RW
1994
REDW Wealth
New Mexico
$2.47M +$39.8K +924 +2%
FUBT
1995
First United Bank & Trust
Maryland
$2.47M -$22K -512 -0.9%
CSM
1996
CAMG Solamere Management
North Carolina
$2.47M -$134K -3,120 -5%
HFA
1997
High Falls Advisors
New York
$2.46M -$42.2K -980 -2%
DWM
1998
Dakota Wealth Management
Florida
$2.46M +$119K +2,768 +5%
SWA
1999
Sutton Wealth Advisors
Florida
$2.45M +$38.1K +884 +2%
CAW
2000
Cornerstone Advisors (Washington)
Washington
$2.44M +$102K +2,380 +4%
78 79
80
81 82