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Name Holding Trade Value Shares
Change
Change in
Stake
RP
1976
Rice Partnership
Hawaii
$284K -$6.73M -52,145 -96%
HFP
1977
Holistic Financial Partners
Indiana
$284K -$8.39K -65 -3%
GDP
1978
Great Diamond Partners
Maine
$284K +$2.71K +21 +1%
TAM
1979
Tealwood Asset Management
Minnesota
$284K -$26.5K -205 -9%
PIN
1980
Prudent Investors Network
California
$283K -$156K -1,206 -36%
ME
1981
McIlrath & Eck
Washington
$283K +$87K +674 +47%
UCB
1982
United Community Bank
South Carolina
$283K +$1.29K +10 +0.5%
SL
1983
Salomon & Ludwin
Virginia
$282K – – –
PGAM
1984
Princeton Global Asset Management
New Jersey
$282K +$774 +6 +0.3%
NP
1985
Nilsine Partners
Colorado
$281K +$1.55K +12 +0.6%
BAM
1986
Bosun Asset Management
Illinois
$281K +$271K +2,100 New
FDS
1987
First Dallas Securities
Texas
$281K -$126K -975 -32%
Cohen & Steers
1988
Cohen & Steers
New York
$281K -$4.65K -36 -2%
LCM
1989
Leisure Capital Management
California
$280K -$16.6K -129 -6%
KFI
1990
Key Financial Inc
Pennsylvania
$280K – – –
MCWS
1991
McKinley Carter Wealth Services
West Virginia
$279K -$8.13K -63 -3%
RDWM
1992
Red Door Wealth Management
Tennessee
$278K +$21.9K +170 +9%
SEP
1993
Southland Equity Partners
Missouri
$278K +$3.1K +24 +1%
BWM
1994
Birchcreek Wealth Management
Ohio
$278K +$25K +194 +10%
CPSAC
1995
Chas P. Smith & Associates (CPS)
Florida
$278K – – –
TWM
1996
Triton Wealth Management
Arizona
$278K +$129 +1 +0.1%
MWM
1997
Marietta Wealth Management
Georgia
$278K – – –
NFG
1998
Nadler Financial Group
Illinois
$278K -$12.9K -100 -5%
CIA
1999
Cape Investment Advisory
Georgia
$277K +$23.6K +183 +10%
AWS
2000
AJ Wealth Strategies
New York
$277K +$12K +93 +5%