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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1976
Greenwich Wealth Management
Connecticut
$302K
LPAM
1977
Lodestar Private Asset Management
California
$301K -$31.8K -137 -9%
GLLW
1978
Graves Light Lenhart Wealth
Virginia
$301K
VC
1979
Veracity Capital
Georgia
$300K +$9.98K +43 +3%
MCP
1980
Mirador Capital Partners
California
$300K -$696 -3 -0.2%
TW
1981
Transform Wealth
Colorado
$300K +$49.9K +215 +19%
HC
1982
Hourglass Capital
Texas
$299K
ACM
1983
Antonetti Capital Management
Florida
$299K +$46.4K +200 +17%
MAG
1984
MRA Advisory Group
New Jersey
$298K +$312K +1,344 New
CC
1985
Cipher Capital
New York
$298K +$312K +1,343 New
AT
1986
American Trust
Kentucky
$298K -$16.2K -70 -5%
GFPC
1987
Global Financial Private Client
Florida
$297K -$1.16K -5 -0.4%
SCA
1988
STALEY CAPITAL ADVISERS
Pennsylvania
$296K
TIA
1989
Tiemann Investment Advisors
California
$296K +$9.28K +40 +3%
BEC
1990
Blue Edge Capital
Virginia
$296K
TSS
1991
Thomas Story & Son
Indiana
$294K
HS
1992
Horan Securities
United States
$294K +$16.5K +71 +6%
SFG
1993
Summit Financial Group
West Virginia
$294K
HWA
1994
HHM Wealth Advisors
Tennessee
$294K -$2.32K -10 -0.8%
CIC
1995
Chilton Investment Company
Connecticut
$293K +$307K +1,321 New
HCM
1996
Hutchinson Capital Management
California
$293K +$1.16K +5 +0.4%
BTIM
1997
BancFirst Trust & Investment Management
Oklahoma
$293K
SEP
1998
Southland Equity Partners
Missouri
$292K +$2.78K +12 +0.9%
HAS
1999
Holland Advisory Services
Florida
$292K +$696 +3 +0.2%
PHAM
2000
Palisades Hudson Asset Management
Florida
$291K