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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1976
Focus Partners Advisor Solutions
Missouri
$620K +$621K +12,538 New
MCM
1977
Magnolia Capital Management
New York
$619K
VT
1978
Vise Technologies
New York
$619K +$619K +12,486 New
AC
1979
Avestar Capital
New York
$615K +$160K +3,236 +35%
RIG
1980
Renaissance Investment Group
Massachusetts
$614K -$145K -2,922 -18%
WB
1981
West Bancorporation
Iowa
$614K +$458K +9,231 +293%
BIA
1982
Benchmark Investment Advisors
Illinois
$613K -$84.5K -1,704 -12%
PSC
1983
Prentiss Smith & Co
Vermont
$613K
TWM
1984
Titus Wealth Management
California
$613K +$41K +828 +7%
WI
1985
WrapManager Inc
California
$613K +$137K +2,767 +29%
GMA
1986
Glassy Mountain Advisors
Maryland
$612K -$6.2K -125 -1%
BWP
1987
Baldwin Wealth Partners
Massachusetts
$612K +$10.7K +215 +2%
AIA
1988
Arbor Investment Advisors
North Carolina
$611K -$11.2K -225 -2%
IDBONY
1989
Israel Discount Bank of New York
New York
$611K +$1.54K +31 +0.3%
NERM
1990
New England Research & Management
Illinois
$611K +$173K +3,500 +40%
CSPAM
1991
Cary Street Partners Asset Management
Virginia
$610K
LNWTC
1992
Laird Norton Wetherby Trust Company
Washington
$608K -$57.1K -1,152 -9%
CWM
1993
Circle Wealth Management
New Jersey
$608K -$54.8K -1,106 -8%
SGK
1994
Steigerwald Gordon & Koch
Virginia
$608K +$397 +8 +0.1%
NAS
1995
Nicolet Advisory Services
Wisconsin
$608K +$64.3K +1,298 +11%
JSW
1996
Journey Strategic Wealth
New Jersey
$607K +$28.6K +577 +5%
BIM
1997
Baldwin Investment Management
Pennsylvania
$607K +$79.3K +1,600 +15%
VBCG
1998
Valley Brook Capital Group
Pennsylvania
$606K +$10.9K +220 +2%
1WM
1999
1900 Wealth Management
Texas
$604K -$107K -2,150 -15%
SAM
2000
SignalPoint Asset Management
Missouri
$601K +$51.5K +1,040 +9%