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Boeing
BA

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1976
Blankinship & Foster
California
$287K – – –
CWM
1977
Connecticut Wealth Management
Connecticut
$286K +$22.2K +100 +8%
OC
1978
OceanIQ Capital
California
$286K +$273K +1,226 New
BO
1979
Bank OZK
Arkansas
$286K +$294K +1,320 New
MNBTD
1980
Moody National Bank Trust Division
Texas
$285K -$28.5K -128 -9%
BG
1981
Bollard Group
Massachusetts
$284K – – –
LSC
1982
Lesa Sroufe & Co
Washington
$284K – – –
SC
1983
Schulhoff & Co
Ohio
$284K – – –
PWM
1984
Pines Wealth Management
North Carolina
$283K +$48.7K +219 +20%
BPFA
1985
Barnes Pettey Financial Advisors
Mississippi
$283K – – –
SI
1986
Saxon Interests
Texas
$283K +$1.56K +7 +0.5%
MBTD
1987
Mechanics Bank - Trust Department
California
$283K +$291K +1,306 New
WIM
1988
Warwick Investment Management
Texas
$282K +$19.8K +89 +7%
TCM
1989
Timbuktu Capital Management
Massachusetts
$282K +$290K +1,303 New
CSIA
1990
Conrad Siegel Investment Advisors
Pennsylvania
$282K +$47.8K +215 +20%
ASA
1991
Axxion S.A.
Luxembourg
$281K +$289K +1,300 New
WW
1992
Waterfront Wealth
Kansas
$281K – – –
PWM
1993
Purus Wealth Management
California
$281K +$11.1K +50 +4%
MFG
1994
Mainsail Financial Group
Washington
$281K -$38.5K -173 -12%
STB
1995
S&T Bank
Pennsylvania
$281K +$6.01K +27 +2%
AFA
1996
AA Financial Advisors
Ohio
$280K -$10.2K -46 -3%
PWA
1997
Physician Wealth Advisors
Utah
$280K +$4.67K +21 +2%
DC
1998
DeDora Capital
California
$279K – – –
BFO
1999
Biltmore Family Office
North Carolina
$279K – – –
MW
2000
MBL Wealth
North Carolina
$278K +$286K +1,286 New
78 79
80
81 82