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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1976
Landmark Financial Advisors
Kentucky
$493K +$1.18K +27 +0.3%
MS
1977
Mizuho Securities
Japan
$493K +$241K +5,500 +78%
AWA
1978
Arkadios Wealth Advisors
Georgia
$493K +$4.56K +104 +1%
QCM
1979
Quantinno Capital Management
New York
$492K
PCIA
1980
Prime Capital Investment Advisors
Kansas
$491K +$134K +3,047 +41%
SIG
1981
Sky Investment Group
Connecticut
$490K +$2.19K +50 +0.5%
SIG
1982
Sargent Investment Group
Maryland
$490K +$53.9K +1,230 +13%
PIA
1983
Pinion Investment Advisors
Kansas
$490K +$461K +10,506 New
UCI
1984
Uncommon Cents Investing
Wisconsin
$490K +$461K +10,515 New
SAM
1985
S.A. Mason
Michigan
$489K
PP
1986
PDS Planning
Ohio
$485K +$81.1K +1,849 +22%
MWM
1987
Modera Wealth Management
New Jersey
$484K +$2.85K +65 +0.6%
VA
1988
Valmark Advisers
Ohio
$483K -$18.7K -426 -4%
MWM
1989
Meridian Wealth Management
Kentucky
$482K -$50.8K -1,158 -10%
PI
1990
Pettee Investors
Connecticut
$482K
IA
1991
IFG Advisors
Missouri
$481K +$3.2K +73 +0.7%
PFG
1992
PAX Financial Group
Texas
$481K +$53K +1,209 +13%
HFAS
1993
Hummer Financial Advisory Services
Illinois
$479K +$4.38K +100 +1%
GC
1994
Garde Capital
Washington
$478K +$2.19K +50 +0.5%
RCG
1995
Rock Creek Group
District of Columbia
$478K +$449K +10,238 New
APC
1996
Aspire Private Capital
North Carolina
$476K +$109K +2,477 +32%
FMTC
1997
Farmers & Merchants Trust Company
California
$474K -$31.9K -727 -7%
FC
1998
Ferris Capital
Massachusetts
$472K +$9.82K +224 +2%
FEM
1999
Fulcrum Equity Management
Texas
$471K +$83.3K +1,900 +23%
BAM
2000
Beaumont Asset Management
Texas
$471K +$198K +4,504 +80%