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Name Holding Trade Value Shares
Change
Change in
Stake
BOJHT
1976
Bank of Jackson Hole Trust
Wyoming
$63.5K +$56.3K +359 New
DFA
1977
DHJJ Financial Advisors
Illinois
$63.4K -$7.85K -50 -12%
TCA
1978
Trifecta Capital Advisors
Illinois
$62.5K -$30K -191 -35%
GGI
1979
Godsey & Gibb Inc
Virginia
$62.1K +$28.6K +182 +108%
JFG
1980
JDM Financial Group
Texas
$62K -$157 -1 -0.3%
BIM
1981
Breakwater Investment Management
Washington
$61.8K
CAWM
1982
Capital A Wealth Management
Pennsylvania
$60.7K +$53.8K +343 New
CIA
1983
Cape Investment Advisory
Georgia
$58.2K +$314 +2 +0.6%
ACA
1984
American Capital Advisory
Idaho
$57.5K -$104K -663 -67%
FDW
1985
Fourth Dimension Wealth
Ohio
$57.5K +$51K +325 New
OLVIG
1986
Oliver Lagore Vanvalin Investment Group
Michigan
$57.2K
BMC
1987
Bear Mountain Capital
Washington
$56.2K
CBT
1988
Crews Bank & Trust
Florida
$55.2K +$49K +312 New
GJIA
1989
Glass Jacobson Investment Advisors
Maryland
$55K -$785 -5 -2%
CCM
1990
Chilton Capital Management
Texas
$53.1K -$175K -1,113 -79%
OW
1991
Olistico Wealth
Oklahoma
$53.1K
AFG
1992
Albion Financial Group
Utah
$52.4K +$25K +159 +116%
FC
1993
Fairscale Capital
New Hampshire
$51.7K
DAM
1994
Delta Asset Management
Tennessee
$51.6K
AWM
1995
Abound Wealth Management
Tennessee
$51.6K +$2.83K +18 +7%
MLA
1996
MB, Levis & Associates
Pennsylvania
$51.4K -$32.5K -207 -42%
HNB
1997
Hilltop National Bank
Wyoming
$51.3K -$52.9K -337 -54%
CPG
1998
Cornerstone Planning Group
New Jersey
$51.1K +$35.8K +228 +356%
NWM
1999
Nova Wealth Management
Florida
$51K +$45.2K +288 New
TCG
2000
Transcendent Capital Group
Oklahoma
$50.3K -$25.7K -164 -37%