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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
1976
Ground Swell Capital
South Carolina
$207K -$28.2K -111 -13%
RWA
1977
RGT Wealth Advisors
Texas
$207K -$26.7K -105 -12%
TFM
1978
TFC Financial Management
Massachusetts
$207K – – –
CBFP
1979
Cedar Brook Financial Partners
Ohio
$207K +$194K +763 New
BIA
1980
Bigelow Investment Advisors
Maine
$206K +$193K +760 New
CA
1981
Cornerstone Advisory
Maryland
$206K +$193K +761 New
SDWMA
1982
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$193K +761 New
BHBT
1983
Burke & Herbert Bank & Trust
Virginia
$205K +$192K +755 New
WAS
1984
Wealth Advisory Solutions
Indiana
$205K +$192K +756 New
FNB
1985
Farmers National Bank
Kentucky
$204K +$233K +918 New
BCA
1986
Biltmore Capital Advisors
New Jersey
$204K -$20.1K -79 -10%
MAWCM
1987
Mine & Arao Wealth Creation & Management
California
$204K +$508 +2 +0.3%
AS
1988
Altshuler Shaham
Israel
$204K +$108K +424 +131%
JAG
1989
Journey Advisory Group
Kentucky
$204K +$191K +753 New
BC
1990
Burney Company
Virginia
$204K +$191K +754 New
PAM
1991
Palisade Asset Management
Minnesota
$203K +$190K +747 New
SA
1992
Sicart Associates
New York
$203K +$190K +750 New
BWM
1993
Biltmore Wealth Management
Arizona
$202K +$189K +743 New
HR
1994
Howe & Rusling
New York
$201K -$1.02K -4 -0.5%
ACA
1995
Affinity Capital Advisors
California
$200K +$187K +738 New
JC
1996
Jacobs & Co
California
$200K +$188K +741 New
HIIFS
1997
Harel Insurance Investments & Financial Services
Israel
$197K -$3.66M -14,431 -95%
GWS
1998
Glassman Wealth Services
Virginia
$197K +$32K +126 +21%
BFC
1999
Bedel Financial Consulting
Indiana
$187K +$508 +2 +0.3%
SIMG
2000
Stephens Investment Management Group
Texas
$184K – – –
78 79
80
81 82