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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1976
Executive Wealth Management
Michigan
$262K -$38.6K -690 -13%
BIP
1977
Blueprint Investment Partners
North Carolina
$262K -$21.6K -387 -8%
NIA
1978
Northstar Investment Advisors
Colorado
$262K
WPA
1979
Winning Points Advisors
Florida
$261K -$78.3K -1,400 -23%
CWM
1980
CCG Wealth Management
California
$261K -$28.1K -502 -10%
HWA
1981
HHM Wealth Advisors
Tennessee
$261K -$23.4K -418 -8%
ST
1982
Sabal Trust
Florida
$260K -$14.5K -260 -5%
DM
1983
Diker Management
New York
$260K
MPCG
1984
Matrix Private Capital Group
New York
$259K -$87.2K -1,560 -26%
PAM
1985
Private Asset Management
California
$259K
HCM
1986
HMS Capital Management
Tennessee
$259K +$47.5K +850 +23%
AGA
1987
Arkos Global Advisors
Texas
$258K -$11.2K -200 -4%
WB
1988
Webster Bank
Connecticut
$257K -$16.1K -288 -6%
CBA
1989
Coastal Bridge Advisors
Connecticut
$257K -$7.1K -127 -3%
BA
1990
Bluesphere Advisors
Pennsylvania
$257K +$56 +1 +0%
LD
1991
Lipe & Dalton
New York
$256K +$28K +500 +13%
MA
1992
MCF Advisors
Kentucky
$256K +$50.7K +906 +25%
TSS
1993
Two Sigma Securities
New York
$255K -$109K -1,942 -30%
FC
1994
Fusion Capital
South Carolina
$255K +$6.65K +119 +3%
BFG
1995
Berger Financial Group
Minnesota
$255K +$250K +4,478 New
PG
1996
Pendal Group
Australia
$254K -$9.73K -174 -4%
JWM
1997
Jeppson Wealth Management
California
$254K -$5.59K -100 -2%
TCOK
1998
Trust Company of Kansas
Kansas
$254K
ODCM
1999
Old Dominion Capital Management
Virginia
$253K -$8.89K -159 -3%
BFG
2000
Bouchey Financial Group
New York
$253K -$5.09K -91 -2%