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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
1976
Caitong International Asset Management
Hong Kong
$52.2K -$112K -387 -76%
CIM
1977
Contravisory Investment Management
Massachusetts
$52.2K
RBC
1978
Roble Belko & Company
Pennsylvania
$52K
WA
1979
WPG Advisers
Maryland
$51.8K -$6.94K -24 -17%
HWP
1980
Highline Wealth Partners
California
$49.2K -$3.47K -12 -10%
ATC
1981
Advantage Trust Company
Kansas
$48.8K
Loomis, Sayles & Company
1982
Loomis, Sayles & Company
Massachusetts
$48.8K +$32.7K +113 New
KAS
1983
Kemnay Advisory Services
New York
$47.5K -$2.02K -7 -6%
EWM
1984
Evolution Wealth Management
Florida
$47K +$2.6K +9 +9%
VWA
1985
VSM Wealth Advisory
Maryland
$46.6K
JGCM
1986
Joseph Group Capital Management
Ohio
$45.3K +$8.1K +28 +36%
HCA
1987
Harbor Capital Advisors
Illinois
$45K -$4.34K -15 -13%
FMTCOCP
1988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K
NECFA
1989
New England Capital Financial Advisors
Connecticut
$44K +$2.89K +10 +11%
SWAG
1990
Spectrum Wealth Advisory Group
California
$43.6K +$29.2K +101 New
MO
1991
McMillan Office
Michigan
$43.1K
CFP
1992
Comprehensive Financial Planning
Pennsylvania
$43.1K +$28.9K +100 New
TCM
1993
Tradewinds Capital Management
Washington
$42.3K +$19.7K +68 +227%
AP
1994
Atwood & Palmer
Missouri
$41.4K +$24.9K +86 +860%
MSWA
1995
Marshall & Sterling Wealth Advisors
New York
$40.4K +$289 +1 +1%
EFMH
1996
E Fund Management (HK)
Hong Kong
$40.1K +$19.4K +67 +258%
VR
1997
Vision Retirement
New Jersey
$39.5K +$14.2K +49 +114%
ACA
1998
American Capital Advisory
Idaho
$39.3K -$6.65K -23 -20%
CC
1999
Corsicana & Co
Texas
$38.8K
FCAS
2000
First Command Advisory Services
Texas
$38.8K