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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1976
S.A. Mason
Michigan
$412K -$567 -13 -0.1%
LFA
1977
Landmark Financial Advisors
Kentucky
$410K
FA
1978
FMA Advisory
Pennsylvania
$410K +$51.2K +1,175 +13%
IA
1979
IFG Advisors
Missouri
$408K +$2.88K +66 +0.6%
PI
1980
Pettee Investors
Connecticut
$407K
APC
1981
Aspire Private Capital
North Carolina
$406K +$4.49K +103 +1%
FNC
1982
First National Corp
Massachusetts
$406K +$35.5K +815 +11%
ITIM
1983
Indiana Trust & Investment Management
Indiana
$405K -$21.8K -500 -5%
FMTC
1984
Farmers & Merchants Trust Company
California
$405K +$6.06K +139 +1%
MIG
1985
McGuire Investment Group
Rhode Island
$404K +$7.58K +174 +2%
PTP
1986
Platform Technology Partners
New York
$404K +$93K +2,133 +26%
ICM
1987
Islay Capital Management
Texas
$404K +$94.6K +2,170 +27%
JWM
1988
Jupiter Wealth Management
Colorado
$402K -$109K -2,500 -20%
GC
1989
Gilbert & Cook
Iowa
$402K +$46.1K +1,058 +12%
GC
1990
Garde Capital
Washington
$401K -$3.18K -73 -0.7%
AAP
1991
Arax Advisory Partners
Colorado
$400K +$123K +2,828 +39%
WP
1992
WealthPLAN Partners
Nebraska
$399K -$408K -9,371 -48%
BBI
1993
Baxter Bros Inc
Connecticut
$397K +$16.6K +381 +4%
JSL
1994
JT Stratford LLC
Georgia
$396K -$217K -4,979 -33%
JF
1995
JSF Financial
California
$395K -$29.7K -681 -6%
ACH
1996
ArrowMark Colorado Holdings
Colorado
$394K -$885K -20,300 -67%
FC
1997
Ferris Capital
Massachusetts
$394K -$4.84K -111 -1%
WPC
1998
Waters Parkerson & Co
Louisiana
$394K
FBB
1999
Fulton Breakefield Broenniman
Maryland
$393K -$153K -3,500 -26%
SWA
2000
Sutton Wealth Advisors
Florida
$392K +$4.66K +107 +1%