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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1976
Sage Mountain Advisors
Georgia
$250K +$220K +427 New
POIA
1977
Pin Oak Investment Advisors
Texas
$247K -$284K -551 -57%
PFM
1978
Peak Financial Management
Massachusetts
$247K -$10.3K -20 -5%
WG
1979
Welch Group
Alabama
$247K
PWM
1980
Prentice Wealth Management
New York
$247K +$80.4K +156 +59%
FSA
1981
Financial Sense Advisors
California
$246K
CCB
1982
Cutter & Co Brokerage
Missouri
$244K -$12.9K -25 -6%
NCM
1983
Novare Capital Management
North Carolina
$243K +$214K +415 New
GTAM
1984
Global Trust Asset Management
Florida
$242K
MWM
1985
Madison Wealth Management
Ohio
$241K +$212K +412 New
MCG
1986
McCollum Christoferson Group
New York
$240K -$103K -200 -33%
BFS
1987
Bickling Financial Services
Massachusetts
$239K +$210K +408 New
SFO
1988
Stokes Family Office
Louisiana
$239K +$210K +408 New
V
1989
VeraBank
Texas
$239K +$210K +408 New
ACA
1990
Atlas Capital Advisors
Wyoming
$238K +$11.3K +22 +6%
SIM
1991
Sadoff Investment Management
Wisconsin
$238K +$210K +407 New
SCA
1992
Stokes Capital Advisors
South Carolina
$237K -$257K -499 -55%
BWA
1993
Beam Wealth Advisors
Louisiana
$237K +$209K +405 New
SCA
1994
STALEY CAPITAL ADVISERS
Pennsylvania
$237K +$209K +405 New
CCP
1995
Cassia Capital Partners
North Carolina
$234K +$206K +399 New
AC
1996
Apella Capital
Connecticut
$234K +$206K +400 New
GGI
1997
Godsey & Gibb Inc
Virginia
$234K +$206K +400 New
HCM
1998
Hutchinson Capital Management
California
$234K +$206K +400 New
OMC
1999
Overbrook Management Corp
New York
$234K +$206K +400 New
SFS
2000
Shaker Financial Services
Virginia
$234K +$206K +400 New