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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
1976
Beacon Capital Management LLC (Tennessee)
Tennessee
$163K +$3.84K +116 +3%
HNWAG
1977
High Net Worth Advisory Group
Florida
$161K -$105K -3,160 -41%
BWA
1978
BDO Wealth Advisors
Florida
$159K -$19.4K -588 -11%
PO
1979
Private Ocean
California
$159K -$1.95K -59 -1%
CF
1980
Centaurus Financial
California
$153K -$162K -4,899 -53%
TWM
1981
Tradition Wealth Management
Minnesota
$153K -$695 -21 -0.5%
HI
1982
Hendershot Investments
Virginia
$152K
Cohen & Steers
1983
Cohen & Steers
New York
$152K
CA
1984
Crewe Advisors
Utah
$151K +$6.15K +186 +4%
AJ
1985
Ashburton (Jersey)
Jersey
$151K -$4.16M -125,799 -97%
PK
1986
Pflug Koory
Nebraska
$151K +$12.1K +365 +9%
BLC
1987
Brown, Lisle/Cummings
Rhode Island
$147K +$5.09K +154 +4%
TF
1988
TimeScale Financial
Massachusetts
$147K
FMTCOCP
1989
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K +$4.96K +150 +4%
GFL
1990
Granite FO LLC
New Hampshire
$144K +$130K +3,930 New
SWM
1991
Sugarloaf Wealth Management
Georgia
$139K -$94.6K -2,861 -42%
BWP
1992
Baldwin Wealth Partners
Massachusetts
$132K -$981K -29,643 -89%
JFA
1993
JNBA Financial Advisors
Minnesota
$131K -$6.62K -200 -5%
CFG
1994
CKW Financial Group
Hawaii
$129K -$9.92K -300 -8%
ANBT
1995
American National Bank & Trust
Texas
$128K +$4.4K +133 +4%
WOSD
1996
WFA of San Diego
California
$125K +$119K +3,584 New
AA
1997
Addison Advisors
Vermont
$121K +$4.83K +146 +4%
MCM
1998
MV Capital Management
Maryland
$120K +$28.4K +859 +33%
CCA
1999
Catalyst Capital Advisors
New York
$118K -$4.73K -143 -4%
CM
2000
Caption Management
Oklahoma
$118K +$111K +3,364 New