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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1976
Vigilare Wealth Management
Arizona
$248K -$98.3K -3,000 -27%
AWM
1977
Act Wealth Management
Texas
$248K
SFM
1978
Stack Financial Management
Montana
$248K +$262K +8,000 New
ITIM
1979
Indiana Trust & Investment Management
Indiana
$248K -$51.4K -1,570 -16%
SPC
1980
Spirepoint Private Client
Florida
$248K -$1.05K -32 -0.4%
TW
1981
TrinityPoint Wealth
Connecticut
$248K +$17.4K +531 +7%
BCA
1982
Bay Colony Advisors
Massachusetts
$247K -$28.5K -870 -10%
DCM
1983
DGS Capital Management
New Jersey
$247K -$62.8K -1,916 -19%
GJWM
1984
Gilliland Jeter Wealth Management
Arkansas
$247K
NPT
1985
Nixon Peabody Trust
Massachusetts
$246K -$18.2K -555 -7%
MAM
1986
Milestone Asset Management
Pennsylvania
$246K -$958K -29,229 -79%
CWM
1987
Chesapeake Wealth Management
Virginia
$246K -$37.2K -1,135 -13%
GCP
1988
GSA Capital Partners
United Kingdom
$246K +$260K +7,933 New
TFA
1989
Trinity Financial Advisors
Ohio
$245K +$14.1K +431 +6%
APW
1990
Aurora Private Wealth
New Jersey
$244K -$1.11K -34 -0.4%
FCT
1991
First Community Trust
Iowa
$244K +$23.8K +727 +10%
AWM
1992
Avaii Wealth Management
Wisconsin
$244K +$71.2K +2,173 +38%
PFP
1993
Paragon Financial Partners
California
$244K
SDWIA
1994
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$243K -$3.28K -100 -1%
HWAM
1995
Hennion & Walsh Asset Management
New Jersey
$243K -$418K -12,744 -62%
TCM
1996
Traynor Capital Management
Pennsylvania
$243K -$40K -1,220 -13%
ACGA
1997
Atlanta Consulting Group Advisors
Georgia
$242K -$78.1K -2,382 -23%
SCM
1998
Sebold Capital Management
Illinois
$242K -$38.3K -1,170 -13%
VCAM
1999
Van Cleef Asset Management
Ohio
$242K
CWM
2000
Concentric Wealth Management
California
$242K +$1.08K +33 +0.4%