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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1976
Weil Company
California
$209K +$214K +5,676 New
IIA
1977
IPG Investment Advisors
California
$209K +$214K +5,675 New
AA
1978
Apriem Advisors
California
$209K -$41.5K -1,100 -16%
FFWM
1979
Future Financial Wealth Management
Ohio
$209K -$174K -4,600 -52%
SIP
1980
Snowwater Investment Partners
Connecticut
$209K +$214K +5,657 New
SWM
1981
Sterling Wealth Management
Illinois
$208K -$12.6K -335 -6%
SCM
1982
SKBA Capital Management
California
$208K +$213K +5,650 New
VIPI
1983
Vista Investment Partners II
Indiana
$208K +$213K +5,650 New
PWA
1984
Pitcairn Wealth Advisors
Pennsylvania
$208K +$213K +5,643 New
DAM
1985
Diamant Asset Management
Connecticut
$208K +$213K +5,640 New
PWA
1986
Physician Wealth Advisors
Utah
$208K -$23.1K -613 -10%
GCM
1987
G2 Capital Management
Ohio
$208K +$213K +5,636 New
MWM
1988
Marion Wealth Management
Pennsylvania
$208K +$174K +4,610 New
SP
1989
Sequent Planning
Nebraska
$208K +$213K +5,629 New
CCFCSB
1990
Cape Cod Five Cents Savings Bank
Massachusetts
$207K – – –
BAM
1991
BOCHK Asset Management
Hong Kong
$207K +$211K +5,600 New
RW
1992
RVW Wealth
California
$207K +$211K +5,600 New
VCAM
1993
Van Cleef Asset Management
Ohio
$207K +$211K +5,600 New
WAU
1994
Wellington-Altus USA
Manitoba, Canada
$206K +$211K +5,592 New
FFP
1995
FourThought Financial Partners
Florida
$206K -$18.8K -499 -8%
CWA
1996
Centennial Wealth Advisory
Michigan
$206K +$211K +5,581 New
BSB
1997
Bangor Savings Bank
Maine
$206K -$50.1K -1,326 -19%
WPP
1998
Whalerock Point Partners
Rhode Island
$205K +$210K +5,551 New
RIG
1999
Renaissance Investment Group
Massachusetts
$205K +$210K +5,550 New
OC
2000
Opinicus Capital
Florida
$205K +$209K +5,545 New