Name Holding Trade Value Shares
Change
Change in
Stake
WA
1976
Wealth Architects
California
$561K -$968 -2 -0.2%
HP
1977
Highlander Partners
Texas
$556K – – –
AAIM
1978
Asset Advisors Investment Management
Georgia
$556K +$484K +1,000 New
BMCM
1979
Black Maple Capital Management
Wisconsin
$556K +$484K +1,000 New
ITFISA
1980
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$556K +$484K +1,000 New
OWA
1981
One Wealth Advisors
California
$555K +$43.6K +90 +10%
WAG
1982
Winthrop Advisory Group
Massachusetts
$553K -$9.2K -19 -2%
JIC
1983
Joel Isaacson & Co
New York
$552K -$968 -2 -0.2%
GWP
1984
Gen-Wealth Partners
Michigan
$552K -$4.84K -10 -1%
FWM
1985
FFT Wealth Management
Pennsylvania
$546K +$14.5K +30 +3%
ST
1986
Somerset Trust
Pennsylvania
$546K +$33.9K +70 +8%
OHWA
1987
Oak Hill Wealth Advisors
Virginia
$546K +$476K +983 New
RWI
1988
Red Wave Investments
Pennsylvania
$544K – – –
HT
1989
Heritage Trust
Oklahoma
$543K -$14.5K -30 -3%
TAM
1990
Townsend Asset Management
North Carolina
$542K – – –
SC
1991
Sepio Capital
Utah
$542K -$484 -1 -0.1%
9WM
1992
9258 Wealth Management
Ohio
$542K -$123K -253 -21%
SI
1993
Schusterman Interests
Oklahoma
$542K – – –
NWA
1994
New World Advisors
Massachusetts
$541K -$484 -1 -0.1%
HWM
1995
Hemington Wealth Management
Virginia
$540K +$11.1K +23 +2%
PJSIMP
1996
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K -$24.2K -50 -5%
BHBT
1997
Burke & Herbert Bank & Trust
Virginia
$539K +$470K +970 New
AC
1998
ASB Consultores
Florida
$537K -$250K -516 -35%
T
1999
TOBAM
France
$536K +$51.3K +106 +12%
EB
2000
Exchange Bank
California
$536K -$19.9K -41 -4%