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Name Holding Trade Value Shares
Change
Change in
Stake
AEPG
1976
American Economic Planning Group
New Jersey
$1.16M -$33.4K -360 -3%
CP
1977
Cumberland Partners
Ontario, Canada
$1.16M +$223K +2,400 +22%
MUS
1978
Mitsubishi UFJ Securities
Japan
$1.15M -$206K -2,220 -14%
SIAS
1979
Shine Investment Advisory Services
Colorado
$1.14M +$29.7K +320 +2%
SAM
1980
Summit Asset Management
Tennessee
$1.14M
W
1981
WealthOne
New York
$1.14M +$184K +1,980 +18%
SCI
1982
S&CO Inc
Massachusetts
$1.14M +$13K +140 +1%
AIIMS
1983
Analyst IMS Investment Management Services
Israel
$1.14M +$232K +2,500 +24%
RCA
1984
Rowland Carmichael Advisors
Arizona
$1.14M +$70.5K +760 +6%
RWM
1985
Ritholtz Wealth Management
New York
$1.14M +$273K +2,940 +29%
FCM
1986
Fairbanks Capital Management
California
$1.14M
NAS
1987
Nicolet Advisory Services
Wisconsin
$1.14M +$77.9K +840 +7%
RCG
1988
Rock Creek Group
District of Columbia
$1.14M +$716K +7,720 +144%
II
1989
Ibex Investors
Colorado
$1.13M
DFA
1990
Delta Financial Advisors
Louisiana
$1.13M +$180K +1,940 +18%
JA
1991
JOYN Advisors
Georgia
$1.13M -$258K -2,780 -18%
DP
1992
Dearborn Partners
Illinois
$1.12M
CC
1993
Cedar Capital
Illinois
$1.12M +$273K +2,940 +29%
HHGA
1994
Halbert Hargrove Global Advisors
California
$1.12M -$14.8K -160 -1%
PLFAM
1995
Pineno Levin & Ford Asset Management
Virginia
$1.12M +$7.42K +80 +0.6%
NCM
1996
Noesis Capital Mangement
Florida
$1.12M -$141K -1,520 -11%
MFW
1997
Mosaic Family Wealth
Missouri
$1.12M -$18.5K -200 -2%
9WM
1998
9258 Wealth Management
Ohio
$1.11M +$57.5K +620 +5%
FCA
1999
FLC Capital Advisors
California
$1.11M -$72.3K -780 -6%
TP
2000
Truvvo Partners
New York
$1.11M