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Name Holding Trade Value Shares
Change
Change in
Stake
MCA
1976
Mercer Capital Advisers
New Jersey
$267K +$63.6K +1,500 +32%
HCA
1977
Horan Capital Advisors
Ohio
$266K +$263K +6,192 New
DWM
1978
Destination Wealth Management
California
$265K -$570K -13,428 -81%
SIAS
1979
Shine Investment Advisory Services
Colorado
$265K
OFW
1980
Omnia Family Wealth
Florida
$264K -$138K -3,245 -35%
AW
1981
Alpha Windward
Massachusetts
$264K -$6.91K -163 -3%
FIM
1982
Fernwood Investment Management
Massachusetts
$264K
PWM
1983
Paulson Wealth Management
Illinois
$264K +$8.1K +191 +3%
NAMP
1984
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$262K
MA
1985
MCF Advisors
Kentucky
$261K +$42 +1 +0%
FRM
1986
Fox Run Management
Connecticut
$258K -$376K -8,870 -60%
FA
1987
FMA Advisory
Pennsylvania
$257K -$21.5K -506 -8%
CIC
1988
Cutler Investment Counsel
Oregon
$257K
RW
1989
REDW Wealth
New Mexico
$256K
VAS
1990
Valicenti Advisory Services
New York
$254K -$12.7K -300 -5%
CF
1991
Centaurus Financial
California
$254K +$251K +5,911 New
LBC
1992
Lawrence B. Cohen
$253K -$4.88K -115 -2%
DA
1993
DSC Advisors
Illinois
$253K +$250K +5,892 New
WA
1994
Wealth Architects
California
$251K -$114K -2,691 -32%
PW
1995
Peninsula Wealth
California
$251K +$248K +5,850 New
DA
1996
Doliver Advisors
Texas
$250K -$180K -4,245 -42%
FHB
1997
First Hawaiian Bank
Hawaii
$249K -$30.6K -722 -11%
MBT
1998
Monroe Bank & Trust
Michigan
$249K
MSA
1999
Marino Stram & Associates
Massachusetts
$248K +$339 +8 +0.1%
FAM
2000
Flaharty Asset Management
Florida
$248K +$4.24K +100 +2%