Name Holding Trade Value Shares
Change
Change in
Stake
WI
1976
Westbourne Investments
Virginia
$510K -$28.3K -100 -5%
TFA
1977
Teamwork Financial Advisors
Texas
$509K -$93.8K -331 -15%
CCA
1978
Clearwater Capital Advisors
Illinois
$508K – – –
ACM
1979
AlphaStar Capital Management
North Carolina
$507K +$514K +1,815 New
LWL
1980
Leo Wealth LLC
Texas
$507K +$227K +800 +79%
EAM
1981
Evanson Asset Management
California
$505K +$1.7K +6 +0.3%
SFG
1982
SNS Financial Group
Minnesota
$505K -$490K -1,728 -49%
PNC
1983
Park National Corp
Ohio
$503K -$20.1K -71 -4%
FMLI
1984
Fukoku Mutual Life Insurance
Japan
$503K -$125K -440 -20%
LIM
1985
Longfellow Investment Management
Massachusetts
$503K – – –
KC
1986
Knuff & Co
California
$503K +$21.8K +77 +4%
CAM
1987
Campion Asset Management
Virginia
$502K -$19.5K -69 -4%
SEP
1988
Southland Equity Partners
Missouri
$501K +$22.7K +80 +5%
CTA
1989
Colonial Trust Advisors
South Carolina
$494K -$4.53K -16 -0.9%
TCM
1990
Tributary Capital Management
Nebraska
$494K -$17K -60 -3%
APA
1991
Astoria Portfolio Advisors
New York
$494K +$49.3K +174 +12%
ECA
1992
Elevated Capital Advisors
Utah
$489K – – –
RIG
1993
Renaissance Investment Group
Massachusetts
$488K -$31.4K -111 -6%
BCG
1994
Breakwater Capital Group
New Jersey
$488K +$109K +385 +28%
OFG
1995
Oxford Financial Group
Indiana
$488K -$7.65K -27 -2%
BIA
1996
Barry Investment Advisors
Massachusetts
$486K +$1.42K +5 +0.3%
FIM
1997
Fruth Investment Management
Texas
$485K – – –
KWM
1998
Keebeck Wealth Management
Illinois
$485K -$283 -1 -0.1%
BEC
1999
Blue Edge Capital
Virginia
$484K – – –
CANC
2000
Culbertson A N & Co
Virginia
$484K -$53.8K -190 -10%