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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1976
Deseret Mutual Benefit Administrators
Utah
$12.9M -$2.06M -12,237 -14%
FCA
1977
FLC Capital Advisors
California
$12.9M -$114K -676 -0.9%
NG
1978
NatWest Group
United Kingdom
$12.9M +$866K +5,148 +7%
UHC
1979
Union Heritage Capital
Michigan
$12.9M -$1.85M -11,000 -13%
NWM
1980
Northcape Wealth Management
New York
$12.9M +$3.52M +20,956 +40%
SC
1981
Sawyer & Company
Massachusetts
$12.9M -$304K -1,810 -2%
TWM
1982
Triton Wealth Management
Arizona
$12.9M
LF
1983
Lee Financial
Texas
$12.9M +$175K +1,041 +1%
HBCM
1984
Heron Bay Capital Management
Michigan
$12.9M +$113K +670 +0.9%
MFC
1985
Mechanics Financial Corp
Ohio
$12.8M -$99.2K -590 -0.8%
DFA
1986
Delta Financial Advisors
Louisiana
$12.8M -$24K -143 -0.2%
FFS
1987
Founders Financial Securities
Maryland
$12.8M +$607K +3,612 +5%
WA
1988
WBH Advisory
Maryland
$12.8M -$270K -1,606 -2%
CCMINC
1989
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.8M +$197K +1,172 +2%
SC
1990
Solstein Capital
California
$12.8M -$68.8K -409 -0.6%
NIC
1991
Northwest Investment Counselors
Oregon
$12.7M -$479K -2,846 -4%
AIS
1992
American Investment Services
Massachusetts
$12.7M +$8.08M +48,064 +193%
MA
1993
Mezzasalma Advisors
New Jersey
$12.7M -$187K -1,112 -2%
IF
1994
IRON Financial
Illinois
$12.7M -$43.9K -261 -0.4%
BCCM
1995
Bridge Creek Capital Management
Massachusetts
$12.7M -$125K -744 -1%
CBT
1996
CoreFirst Bank & Trust
Kansas
$12.6M -$229K -1,359 -2%
FNBOMD
1997
First National Bank of Mount Dora
Florida
$12.6M +$625K +3,715 +5%
CTFG
1998
Capstone Triton Financial Group
Oklahoma
$12.6M +$13.6M +80,663 New
WDC
1999
Woodward Diversified Capital
California
$12.6M -$664K -3,949 -5%
CWM
2000
Chronos Wealth Management
Florida
$12.6M -$236K -1,402 -2%