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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1976
Aldebaran Financial
$245K +$716 +3 +0.3%
RIG
1977
Roosevelt Investment Group
New York
$244K +$234K +982 New
CF
1978
Clarity Financial
Texas
$243K +$233K +976 New
DIA
1979
Davidson Investment Advisors
Montana
$242K -$23.9K -100 -9%
GWM
1980
Gray Wealth Management
Maine
$242K -$7.16K -30 -3%
DAC
1981
Dividend Assets Capital
South Carolina
$242K
SFG
1982
Summit Financial Group
West Virginia
$242K
LF
1983
Lantz Financial
Illinois
$242K +$4.53K +19 +2%
MPW
1984
MA Private Wealth
California
$242K +$5.96K +25 +3%
NEAM
1985
New England Asset Management
Connecticut
$241K
SDAM
1986
Shulman DeMeo Asset Management
New York
$241K +$231K +968 New
CWA
1987
Clarity Wealth Advisors
California
$241K +$231K +970 New
HDIM
1988
Hanson & Doremus Investment Management
Vermont
$240K +$3.82K +16 +2%
QPWM
1989
Quadrant Private Wealth Management
Pennsylvania
$236K -$1.91K -8 -0.8%
NB
1990
Nicolet Bankshares
Wisconsin
$236K
SC
1991
Schulhoff & Co
Ohio
$236K
AWP
1992
Abacus Wealth Partners
California
$236K -$23.4K -98 -9%
AIG
1993
American International Group
New York
$235K -$4.17M -17,458 -2%
TAM
1994
Townsend Asset Management
North Carolina
$234K -$71.6K -300 -24%
LGA
1995
Lebenthal Global Advisors
New York
$234K +$217K +908 +2,594%
RMAM
1996
Raab & Moskowitz Asset Management
New Jersey
$232K
HAS
1997
HBW Advisory Services
California
$232K +$13.1K +55 +6%
CIA
1998
CCM Investment Advisers
South Carolina
$231K -$17.9K -75 -7%
SFWC
1999
Strategic Family Wealth Counselors
New Jersey
$231K +$222K +929 New
CCM
2000
Conway Capital Management
California
$230K