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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1976
Weatherstone Capital Management
Colorado
$262K -$17K -388 -6%
MA
1977
MCF Advisors
Kentucky
$262K +$87 +2 +0%
AAM
1978
Azzad Asset Management
Virginia
$261K +$265K +6,069 New
CB
1979
CNB Bank
Pennsylvania
$261K -$54.7K -1,253 -17%
PDM
1980
Penn Davis McFarland
Texas
$260K +$19.1K +437 +8%
BFPW
1981
BOK Financial Private Wealth
Colorado
$259K -$131K -3,000 -33%
HHGA
1982
Halbert Hargrove Global Advisors
California
$259K +$10.1K +231 +4%
FAM
1983
Flaharty Asset Management
Florida
$258K -$2.4K -55 -0.9%
CIC
1984
Cutler Investment Counsel
Oregon
$258K
FA
1985
FMA Advisory
Pennsylvania
$258K +$524 +12 +0.2%
RW
1986
REDW Wealth
New Mexico
$257K
LD
1987
Lipe & Dalton
New York
$256K +$8.74K +200 +3%
VAS
1988
Valicenti Advisory Services
New York
$255K
HFM
1989
Harvest Fund Management
China
$254K -$107K -2,456 -29%
UC
1990
Unio Capital
New Jersey
$254K -$16.6K -380 -6%
QPWM
1991
Quadrant Private Wealth Management
Pennsylvania
$254K -$16K -367 -6%
PW
1992
Peninsula Wealth
California
$254K +$1.92K +44 +0.8%
TWM
1993
Titus Wealth Management
California
$252K -$36.6K -838 -13%
LBC
1994
Lawrence B. Cohen
$251K -$3.06K -70 -1%
NFG
1995
Nations Financial Group
Iowa
$251K +$11.8K +270 +5%
MBT
1996
Monroe Bank & Trust
Michigan
$250K
LSC
1997
Lesa Sroufe & Co
Washington
$250K +$14.6K +334 +6%
DLCIG
1998
D.L. Carlson Investment Group
New Hampshire
$249K +$4.2K +96 +2%
HCA
1999
Horan Capital Advisors
Ohio
$247K -$19.7K -450 -7%
CCP
2000
Cardan Capital Partners
Colorado
$245K -$135K -3,101 -35%