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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1976
GGM Wealth Advisors
Maryland
$297K +$139 +4 +0%
OWP
1977
Obermeyer Wealth Partners
Colorado
$296K +$80.8K +2,319 +39%
SIC
1978
Sigma Investment Counselors
Michigan
$294K -$33.9K -973 -11%
GBT
1979
Grove Bank & Trust
Florida
$294K – – –
RWA
1980
Redhawk Wealth Advisors
Minnesota
$293K +$287K +8,242 New
SWA
1981
SFMG Wealth Advisors
Texas
$293K +$21.7K +623 +8%
PNAA
1982
Pictet North America Advisors
Switzerland
$292K – – –
BDFN
1983
Bond & Devick Financial Network
Minnesota
$292K – – –
FAT
1984
First American Trust
California
$292K +$286K +8,204 New
OFW
1985
Omnia Family Wealth
Florida
$291K – – –
RFA
1986
Register Financial Advisors
Georgia
$290K -$24.4K -700 -8%
ERIM
1987
Eagle Ridge Investment Management
Connecticut
$290K -$93.7K -2,690 -25%
RA
1988
Riverstone Advisors
Texas
$289K – – –
CFA
1989
CWS Financial Advisors
Michigan
$289K -$2.02K -58 -0.7%
STC
1990
Sarah T. Connolly
$288K -$1.09M -31,427 -79%
TCM
1991
Telos Capital Management
California
$288K +$7.11K +204 +3%
WB
1992
West Bancorporation
Iowa
$288K -$2.19K -63 -0.8%
ABLA
1993
Alan B. Lancz & Associates
Ohio
$287K -$8.71K -250 -3%
Parallax Volatility Advisers
1994
Parallax Volatility Advisers
California
$287K +$281K +8,080 New
EP
1995
Edgestream Partners
New Jersey
$287K -$302K -8,676 -52%
SL
1996
Stevard LLC
Illinois
$287K – – –
GP
1997
Girard Partners
Pennsylvania
$287K -$67.6K -1,942 -19%
SGK
1998
Steigerwald Gordon & Koch
Virginia
$287K +$4.67K +134 +2%
ZIG
1999
Zullo Investment Group
Pennsylvania
$286K -$11.1K -318 -4%
AWM
2000
Angeles Wealth Management
California
$286K -$196K -5,636 -41%