We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
1976
Financial Sense Advisors
California
$531K +$20.8K +401 +4%
JVBC
1977
J.V. Bruni & Co
Colorado
$531K +$533K +10,252 New
UCMOK
1978
United Capital Management of KS
Kansas
$530K -$271K -5,210 -34%
Jones Financial Companies
1979
Jones Financial Companies
Missouri
$528K -$55.8K -1,073 -10%
MWPCG
1980
Measured Wealth Private Client Group
New Hampshire
$527K -$74.8K -1,439 -12%
WCA
1981
Westover Capital Advisors
Delaware
$527K – – –
CPSAC
1982
Chas P. Smith & Associates (CPS)
Florida
$525K -$143K -2,744 -21%
DWM
1983
Dorchester Wealth Management
Quebec, Canada
$523K -$192K -3,684 -27%
FBT
1984
First Bank & Trust
South Dakota
$521K +$156 +3 +0%
CDIA
1985
Capital Directions Investment Advisors
Georgia
$521K +$523K +10,062 New
VCAM
1986
Van Cleef Asset Management
Ohio
$519K – – –
BBCM
1987
Boardman Bay Capital Management
New York
$518K -$1.64M -31,500 -76%
FDS
1988
Freedom Day Solutions
Texas
$518K -$70.2K -1,350 -12%
BPCA
1989
Bank Pictet & Cie (Asia)
Singapore
$518K – – –
DAC
1990
Dividend Assets Capital
South Carolina
$516K -$180K -3,466 -26%
POIA
1991
Pin Oak Investment Advisors
Texas
$516K – – –
HFAS
1992
Hummer Financial Advisory Services
Illinois
$515K – – –
WAG
1993
Winthrop Advisory Group
Massachusetts
$513K -$40.8K -785 -7%
IWS
1994
Insight Wealth Strategies
California
$513K +$8.01K +154 +2%
GAM
1995
Garrison Asset Management
Arkansas
$511K -$10.2K -197 -2%
GFP
1996
Gryphon Financial Partners
Ohio
$511K +$132K +2,544 +35%
SB
1997
Sunflower Bank
Texas
$510K -$64.8K -1,246 -11%
AIS
1998
American Investment Services
Massachusetts
$508K +$2.29K +44 +0.5%
GIA
1999
Gladstone Institutional Advisory
Florida
$508K +$14.9K +286 +3%
AA
2000
Aufman Associates
Pennsylvania
$507K -$4.37K -84 -0.9%