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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
1976
Five Oceans Advisors
California
$383K -$1.61K -4 -0.4%
BFO
1977
Biltmore Family Office
North Carolina
$383K +$8.06K +20 +2%
JF
1978
Joule Financial
Kentucky
$382K -$14.9K -37 -4%
LWM
1979
Lighthouse Wealth Management
Ohio
$382K – – –
BIA
1980
Beacon Investment Advisors
Maryland
$379K -$2.82K -7 -0.8%
SSW
1981
Stone Summit Wealth
Florida
$377K -$36.3K -90 -9%
BL
1982
Balentine LLC
Georgia
$377K -$22.6K -56 -6%
NCM
1983
Nelson Capital Management
California
$377K +$357K +885 New
MWM
1984
Maridea Wealth Management
New York
$376K +$117K +291 +49%
MEG
1985
Millstone Evans Group
Colorado
$376K -$17.7K -44 -5%
FWM
1986
Forza Wealth Management
Florida
$376K – – –
TAP
1987
Tounjian Advisory Partners
Florida
$376K +$355K +881 New
BPFA
1988
Barnes Pettey Financial Advisors
Mississippi
$375K +$16.1K +40 +5%
O3W
1989
Omni 360 Wealth
New Jersey
$375K – – –
HCM
1990
Hengehold Capital Management
Ohio
$373K +$807 +2 +0.2%
EL
1991
EWA LLC
Pennsylvania
$373K +$27.4K +68 +8%
CFO
1992
Collective Family Office
Pennsylvania
$372K -$19.4K -48 -5%
FMTC
1993
Farmers & Merchants Trust Company
California
$372K -$11.7K -29 -3%
NIA
1994
NIA Impact Advisors
California
$372K -$807 -2 -0.2%
GIP
1995
Greatmark Investment Partners
Georgia
$372K – – –
JSC
1996
Jackson Square Capital
California
$371K – – –
CWA
1997
Consilium Wealth Advisory
Texas
$371K +$21.8K +54 +7%
AA
1998
Aire Advisors
California
$371K -$88.3K -219 -20%
FDDB
1999
Fidelity D&D Bancorp
Pennsylvania
$371K – – –
NA
2000
Navellier & Associates
Nevada
$371K – – –