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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
1976
Asset Advisors Investment Management
Georgia
$556K +$484K +1,000 New
BMCM
1977
Black Maple Capital Management
Wisconsin
$556K +$484K +1,000 New
ITFISA
1978
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$556K +$484K +1,000 New
OWA
1979
One Wealth Advisors
California
$555K +$43.6K +90 +10%
AFPL
1980
Advus Financial Partners, LLC
Florida
$554K +$8.23K +17 +2%
WAG
1981
Winthrop Advisory Group
Massachusetts
$553K -$9.2K -19 -2%
JIC
1982
Joel Isaacson & Co
New York
$552K -$968 -2 -0.2%
GWP
1983
Gen-Wealth Partners
Michigan
$552K -$4.84K -10 -1%
FWM
1984
FFT Wealth Management
Pennsylvania
$546K +$14.5K +30 +3%
ST
1985
Somerset Trust
Pennsylvania
$546K +$33.9K +70 +8%
OHWA
1986
Oak Hill Wealth Advisors
Virginia
$546K +$476K +983 New
RWI
1987
Red Wave Investments
Pennsylvania
$544K
HT
1988
Heritage Trust
Oklahoma
$543K -$14.5K -30 -3%
TAM
1989
Townsend Asset Management
North Carolina
$542K
SC
1990
Sepio Capital
Utah
$542K -$484 -1 -0.1%
9WM
1991
9258 Wealth Management
Ohio
$542K -$123K -253 -21%
SI
1992
Schusterman Interests
Oklahoma
$542K
NWA
1993
New World Advisors
Massachusetts
$541K -$484 -1 -0.1%
HWM
1994
Hemington Wealth Management
Virginia
$540K +$11.1K +23 +2%
PJSIMP
1995
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K -$24.2K -50 -5%
BHBT
1996
Burke & Herbert Bank & Trust
Virginia
$539K +$470K +970 New
AC
1997
ASB Consultores
Florida
$537K -$250K -516 -35%
T
1998
TOBAM
France
$536K +$51.3K +106 +12%
EB
1999
Exchange Bank
California
$536K -$19.9K -41 -4%
OFG
2000
Oxford Financial Group
Indiana
$535K +$53.7K +111 +13%