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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
1976
Carl P. Sherr & Co
Massachusetts
$270K – – –
SWA
1977
SFMG Wealth Advisors
Texas
$269K +$13.5K +38 +6%
OWA
1978
Octavia Wealth Advisors
Ohio
$267K +$14.2K +40 +6%
IC
1979
Inscription Capital
Texas
$267K – – –
PFA
1980
Pathway Financial Advisors
Vermont
$267K – – –
KA
1981
Klingman & Associates
New York
$266K -$21.7K -61 -8%
CCA
1982
Conestoga Capital Advisors
Pennsylvania
$266K -$7.11K -20 -3%
CIC
1983
Chilton Investment Company
Connecticut
$266K – – –
VWM
1984
Valley Wealth Managers
New Jersey
$264K +$11.4K +32 +5%
AAM
1985
Auxier Asset Management
Oregon
$264K – – –
KJHP
1986
K.J. Harrison & Partners
Ontario, Canada
$263K -$714K -2,010 -75%
CWM
1987
Centric Wealth Management
Illinois
$263K +$1.07K +3 +0.4%
UW
1988
Unique Wealth
Florida
$262K +$25.2K +71 +12%
SVWAG
1989
Sound View Wealth Advisors Group
Georgia
$262K -$5.69K -16 -2%
FANJ
1990
Financial Architects (New Jersey)
New Jersey
$262K -$90.6K -255 -27%
HI
1991
HBK Investments
Texas
$262K +$242K +680 New
CGA
1992
Crescent Grove Advisors
Illinois
$262K +$241K +679 New
CWM
1993
C2C Wealth Management
Arizona
$261K +$251K +706 New
PPW
1994
Parcion Private Wealth
Washington
$260K – – –
VWM
1995
Vigilare Wealth Management
Arizona
$260K -$49.8K -140 -17%
GSB
1996
Greenfield Savings Bank
Massachusetts
$260K +$240K +675 New
MSA
1997
Marino Stram & Associates
Massachusetts
$259K – – –
FAG
1998
Fortitude Advisory Group
Washington
$259K +$27.4K +77 +13%
LP
1999
LGL Partners
Pennsylvania
$258K -$21.3K -60 -8%
QPW
2000
Quantum Private Wealth
Florida
$256K -$7.82K -22 -3%
78 79
80
81 82