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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1976
Parisi Gray Wealth Management
New Jersey
$721K -$1.82K -17 -0.2%
BCAM
1977
Boston Common Asset Management
Massachusetts
$720K -$6.02M -56,287 -88%
TNBTD
1978
Trustmark National Bank Trust Department
Mississippi
$720K -$80.3K -750 -9%
PWA
1979
Providence Wealth Advisors
Illinois
$719K -$52.1K -487 -6%
PWM
1980
PBMares Wealth Management
Virginia
$718K -$11.3K -106 -1%
KIC
1981
Kensington Investment Counsel
California
$718K – – –
FAM
1982
Formidable Asset Management
Ohio
$716K -$127K -1,186 -15%
RB
1983
Renasant Bank
Mississippi
$716K -$19.9K -186 -2%
SFG
1984
StrategIQ Financial Group
Indiana
$716K +$642 +6 +0.1%
WA
1985
WealthTrust Axiom
Pennsylvania
$712K – – –
FPCM
1986
Financial Partners Capital Management
New York
$711K -$54.6K -510 -6%
SWP
1987
Strategic Wealth Partners
Ohio
$711K +$83.6K +781 +12%
WPA
1988
West Paces Advisors
Georgia
$710K -$39.1K -365 -5%
SC
1989
Saybrook Capital
North Carolina
$708K – – –
LFA
1990
Legacy Financial Advisors
Kentucky
$705K +$283K +2,643 +55%
WAM
1991
Wolverine Asset Management
Illinois
$705K +$801K +7,481 New
FBC
1992
Fairfield, Bush & Co
Connecticut
$704K -$4.82K -45 -0.6%
AL
1993
Arnhold LLC
New York
$704K – – –
CPIA
1994
Cornell Pochily Investment Advisors
New York
$704K +$11.8K +110 +1%
RBFC
1995
Roman Butler Fullerton & Co
Missouri
$703K -$406K -3,797 -33%
KCM
1996
Karp Capital Management
California
$701K -$2.26M -21,112 -74%
HPWA
1997
Hall Private Wealth Advisors
North Carolina
$701K +$796K +7,435 New
IRC
1998
Investors Research Corp
Georgia
$700K +$20.5K +192 +3%
DL
1999
DOHJ LLC
Washington
$700K +$33.5K +313 +4%
LTI
2000
Laffer Tengler Investments
Tennessee
$699K +$18.9K +177 +2%