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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1976
Coastal Bridge Advisors
Connecticut
$533K -$4.95K -10 -0.8%
HCP
1977
Holt Capital Partners
Texas
$533K -$38.1K -77 -6%
HIM
1978
Harbour Investment Management
Washington
$533K +$88.6K +179 +18%
HHRDM
1979
H&H Retirement Design & Management
Nevada
$532K +$94.1K +190 +19%
IP
1980
Investment Partners
Ohio
$532K -$4.95K -10 -0.8%
WSC
1981
Wellington Shields & Co
New York
$532K +$23.3K +47 +4%
BWP
1982
BSW Wealth Partners
Colorado
$531K -$58.4K -118 -9%
OL
1983
OneFund LLC
Florida
$531K +$14.9K +30 +3%
CP
1984
CenterBook Partners
Connecticut
$531K +$591K +1,193 New
CIS
1985
Capital International Sarl
California
$529K
SAM
1986
Secure Asset Management
Michigan
$522K +$38.6K +78 +7%
LAMNM
1987
Longview Asset Management (New Mexico)
New Mexico
$522K +$581K +1,174 New
YIA
1988
YHB Investment Advisors
Connecticut
$521K -$13.9K -28 -2%
WWM
1989
Wolff Wiese Magana
California
$520K +$7.43K +15 +1%
RC
1990
Rovin Capital
Arizona
$520K -$235K -474 -29%
FCB
1991
First County Bank
Connecticut
$520K -$192K -388 -25%
MCM
1992
McDonough Capital Management
Florida
$520K -$1.63M -3,297 -74%
BSHC
1993
Breed's Hill Capital
Massachusetts
$519K +$578K +1,168 New
PIA
1994
Perennial Investment Advisors
California
$519K -$6.44K -13 -1%
SBF
1995
Sara-Bay Financial
Florida
$518K
BOPW
1996
Brandywine Oak Private Wealth
Pennsylvania
$517K -$6.44K -13 -1%
SI
1997
Severin Investments
Missouri
$515K +$573K +1,158 New
ST
1998
Somerset Trust
Pennsylvania
$514K +$74.3K +150 +15%
RGC
1999
Roberts, Glore & Co
Illinois
$514K +$573K +1,157 New
WWM
2000
Whalen Wealth Management
Nevada
$511K +$569K +1,149 New