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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1976
Jacobsen Capital Management
Utah
$231K +$10.6K +47 +5%
FCA
1977
FLC Capital Advisors
California
$231K
GWS
1978
Greykasell Wealth Strategies
California
$230K
SA
1979
Sunesis Advisors
Kansas
$230K +$241K +1,067 New
SM
1980
Sweeney & Michel
California
$230K +$9.02K +40 +4%
NFA
1981
Northern Financial Advisors
Michigan
$230K +$240K +1,064 New
FWP
1982
Firethorn Wealth Partners
Georgia
$229K +$239K +1,060 New
GAG
1983
GM Advisory Group
New York
$228K
WFMPM
1984
Woodley Farra Manion Portfolio Management
Indiana
$228K +$238K +1,056 New
VFP
1985
Verus Financial Partners
Virginia
$228K +$238K +1,056 New
FCFC
1986
First Commonwealth Financial Corp
Pennsylvania
$227K -$42.8K -190 -15%
SA
1987
SPG Advisors
Washington
$227K
LF
1988
LifeSteps Financial
California
$227K +$237K +1,051 New
GFP
1989
Gryphon Financial Partners
Ohio
$226K +$6.31K +28 +3%
CWD
1990
Clarity Wealth Development
Oregon
$226K -$60.9K -270 -21%
HB
1991
Horizon Bancorp
Indiana
$226K +$94.2K +418 +66%
AFWM
1992
Abich Financial Wealth Management
Virginia
$226K +$236K +1,047 New
SCA
1993
Sandy Cove Advisors
Massachusetts
$226K +$6.76K +30 +3%
MIM
1994
MTM Investment Management
South Carolina
$226K +$20.3K +90 +9%
CT
1995
Colonial Trust
South Carolina
$225K +$91.5K +406 +64%
GK
1996
Graney & King
New York
$225K -$22.5K -100 -9%
AF
1997
Apollon Financial
South Carolina
$225K +$235K +1,043 New
VCP
1998
Vista Capital Partners
Oregon
$225K -$6.99K -31 -3%
BMC
1999
Benin Management Corp
Connecticut
$225K +$235K +1,042 New
HHGA
2000
Halbert Hargrove Global Advisors
California
$224K +$234K +1,040 New