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Name Holding Trade Value Shares
Change
Change in
Stake
BTIM
1976
BancFirst Trust & Investment Management
Oklahoma
$348K -$8.31K -31 -2%
TSS
1977
Thomas Story & Son
Indiana
$348K – – –
GFPC
1978
Global Financial Private Client
Florida
$348K +$20.9K +78 +6%
C
1979
Certuity
Florida
$347K -$74.3K -277 -17%
SFG
1980
Summit Financial Group
West Virginia
$347K – – –
HCM
1981
Hutchinson Capital Management
California
$346K -$804 -3 -0.2%
KFGK
1982
Keystone Financial Group (Kentucky)
Kentucky
$346K +$268 +1 +0.1%
GGI
1983
Godsey & Gibb Inc
Virginia
$345K +$352K +1,314 New
FNT
1984
First Nebraska Trust
Nebraska
$344K – – –
AC
1985
Apella Capital
Connecticut
$344K +$41.8K +156 +14%
TW
1986
Transform Wealth
Colorado
$344K -$18.2K -68 -5%
CB
1987
CNB Bank
Pennsylvania
$342K -$34K -127 -9%
CPSAC
1988
Chas P. Smith & Associates (CPS)
Florida
$342K -$155K -579 -31%
SOS
1989
Silver Oak Securities
Tennessee
$342K +$33.5K +125 +11%
AIP
1990
Almanack Investment Partners
Pennsylvania
$342K -$161K -600 -32%
IAS
1991
Insigneo Advisory Services
Florida
$341K +$348K +1,299 New
WFAG
1992
Worth Financial Advisory Group
North Carolina
$341K +$348K +1,298 New
FWM
1993
Fortress Wealth Management
California
$341K – – –
CWC
1994
Carolinas Wealth Consulting
North Carolina
$339K +$30.8K +115 +10%
STC
1995
Sarah T. Connolly
$339K -$21.4K -80 -6%
BBW
1996
Blue Barn Wealth
Utah
$338K -$21.2K -79 -6%
GC
1997
GFG Capital
Florida
$337K -$5.36K -20 -2%
TIA
1998
Tiemann Investment Advisors
California
$337K – – –
DTC
1999
Davidson Trust Company
Washington
$337K – – –
HBWM
2000
Hollow Brook Wealth Management
New York
$337K +$75.6K +282 +28%