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Name Holding Trade Value Shares
Change
Change in
Stake
C
1976
Certuity
Florida
$347K -$74.3K -277 -17%
SFG
1977
Summit Financial Group
West Virginia
$347K
HCM
1978
Hutchinson Capital Management
California
$346K -$804 -3 -0.2%
KFGK
1979
Keystone Financial Group (Kentucky)
Kentucky
$346K +$268 +1 +0.1%
GGI
1980
Godsey & Gibb Inc
Virginia
$345K +$352K +1,314 New
FNT
1981
First Nebraska Trust
Nebraska
$344K
AC
1982
Apella Capital
Connecticut
$344K +$41.8K +156 +14%
TW
1983
Transform Wealth
Colorado
$344K -$18.2K -68 -5%
CB
1984
CNB Bank
Pennsylvania
$342K -$34K -127 -9%
CPSAC
1985
Chas P. Smith & Associates (CPS)
Florida
$342K -$155K -579 -31%
SOS
1986
Silver Oak Securities
Tennessee
$342K +$33.5K +125 +11%
AIP
1987
Almanack Investment Partners
Pennsylvania
$342K -$161K -600 -32%
IAS
1988
Insigneo Advisory Services
Florida
$341K +$348K +1,299 New
WFAG
1989
Worth Financial Advisory Group
North Carolina
$341K +$348K +1,298 New
FWM
1990
Fortress Wealth Management
California
$341K
CWC
1991
Carolinas Wealth Consulting
North Carolina
$339K +$30.8K +115 +10%
STC
1992
Sarah T. Connolly
$339K -$21.4K -80 -6%
BBW
1993
Blue Barn Wealth
Utah
$338K -$21.2K -79 -6%
GC
1994
GFG Capital
Florida
$337K -$5.36K -20 -2%
TIA
1995
Tiemann Investment Advisors
California
$337K
DTC
1996
Davidson Trust Company
Washington
$337K
HBWM
1997
Hollow Brook Wealth Management
New York
$337K +$75.6K +282 +28%
ACM
1998
Aljian Capital Management
Nevada
$336K -$24.1K -90 -7%
BIM
1999
Baldwin Investment Management
Pennsylvania
$336K -$1.34K -5 -0.4%
HHGA
2000
Halbert Hargrove Global Advisors
California
$335K +$18K +67 +6%