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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1976
Truehand Inc
New Hampshire
$1.04M – – –
TI
1977
tru Independence
Oregon
$1.03M -$61.7K -224 -6%
OWP
1978
Obermeyer Wealth Partners
Colorado
$1.03M +$599K +2,175 +179%
FCA
1979
FLC Capital Advisors
California
$1.03M -$13.2K -48 -1%
HWM
1980
Holloway Wealth Management
Florida
$1.03M – – –
HPWM
1981
Highland Private Wealth Management
Washington
$1.03M +$14.6K +53 +2%
JWM
1982
Jeppson Wealth Management
California
$1.03M -$81.3K -295 -8%
TWM
1983
Tradition Wealth Management
Minnesota
$1.03M +$123K +448 +15%
MPAM
1984
Murphy Pohlad Asset Management
Minnesota
$1.03M – – –
NA
1985
Navellier & Associates
Nevada
$1.03M -$164K -596 -15%
AG
1986
AlphaSimPlex Group
Massachusetts
$1.03M +$290K +1,053 +46%
WWM
1987
Wiser Wealth Management
Georgia
$1.02M +$276 +1 +0%
TP
1988
Tranquility Partners
Tennessee
$1.02M +$6.89K +25 +0.8%
HR
1989
Hayden Royal
North Carolina
$1.02M +$924K +3,354 New
CA
1990
Cornerstone Advisory
Maryland
$1.02M +$28.7K +104 +3%
SI
1991
Scharf Investments
California
$1.02M +$417K +1,513 +83%
CCP
1992
Cardan Capital Partners
Colorado
$1.02M +$13.8K +50 +2%
TH
1993
TCTC Holdings
Texas
$1.02M -$827K -3,000 -47%
GSBTD
1994
Glenview State Bank Trust Department
Illinois
$1.02M +$9.37K +34 +1%
XSC
1995
X-Square Capital
Puerto Rico
$1.01M -$163K -593 -15%
AIM
1996
Allen Investment Management
New York
$1.01M – – –
HFAS
1997
Hummer Financial Advisory Services
Illinois
$1.01M – – –
EW
1998
Evoke Wealth
California
$1M +$318K +1,152 +54%
MIM
1999
Miller Investment Management
Pennsylvania
$1M – – –
PA
2000
PSI Advisors
Florida
$1M +$82.1K +298 +10%
78 79
80
81 82