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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1976
Foothills Asset Management
Arizona
$3.33M -$179K -3,440 -6%
SFWA
1977
Summit Financial Wealth Advisors
Louisiana
$3.31M +$118K +2,268 +4%
AWA
1978
ARS Wealth Advisors
Florida
$3.3M -$66.7K -1,280 -0.5%
TCM
1979
Tufton Capital Management
Maryland
$3.3M +$2.08K +40 +0.1%
PI
1980
Pettee Investors
Connecticut
$3.3M -$98.9K -1,900 -3%
PI
1981
PHH Investments
Texas
$3.3M +$1.06M +20,440 +54%
PHAM
1982
Palisades Hudson Asset Management
Florida
$3.29M -$156K -3,004 -5%
AHB
1983
Abner Herrman & Brock
New Jersey
$3.29M +$128K +2,452 +4%
RWA
1984
RGT Wealth Advisors
Texas
$3.27M +$112K +2,160 +4%
WWMSC
1985
Wagner Wealth Management (South Carolina)
South Carolina
$3.26M -$111K -2,136 -4%
NPP
1986
New Potomac Partners
Maryland
$3.26M -$46.9K -900 -2%
HA
1987
Hays Advisory
Tennessee
$3.26M -$27.1K -520 -0.9%
CCM
1988
Cadence Capital Management
Massachusetts
$3.25M -$1.21M -23,316 -29%
PGWM
1989
Parisi Gray Wealth Management
New Jersey
$3.24M +$91K +1,748 +3%
PWMAG
1990
Pinnacle Wealth Management Advisory Group
New Jersey
$3.24M -$4.58K -88 -0.2%
FUBT
1991
First United Bank & Trust
Maryland
$3.24M +$19.2K +368 +0.6%
WOC
1992
West Oak Capital
California
$3.23M -$30K -576 -1%
FCAG
1993
First Capital Advisors Group
New Jersey
$3.23M -$33.7K -648 -1%
MSFP
1994
Mark Sheptoff Financial Planning
Connecticut
$3.23M -$10.2K -196 -0.3%
ACM
1995
Ativo Capital Management
Illinois
$3.23M -$278K -5,336 -9%
GWCM
1996
Godshalk Welsh Capital Management
Pennsylvania
$3.22M -$20.8K -400 -0.7%
ICM
1997
IMS Capital Management
Oregon
$3.21M -$45.8K -880 -2%
WWM
1998
Windsor Wealth Management
Indiana
$3.2M +$105K +2,024 +4%
PL
1999
Perpetual Ltd
Australia
$3.2M -$1.02M -19,600 -26%
DM
2000
Diker Management
New York
$3.19M +$1.25K +24 +0%