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Name Holding Trade Value Shares
Change
Change in
Stake
SIP
1976
Snowwater Investment Partners
Connecticut
$209K +$214K +5,657 New
SWM
1977
Sterling Wealth Management
Illinois
$208K -$12.6K -335 -6%
SCM
1978
SKBA Capital Management
California
$208K +$213K +5,650 New
VIPI
1979
Vista Investment Partners II
Indiana
$208K +$213K +5,650 New
PWA
1980
Pitcairn Wealth Advisors
Pennsylvania
$208K +$213K +5,643 New
DAM
1981
Diamant Asset Management
Connecticut
$208K +$213K +5,640 New
PWA
1982
Physician Wealth Advisors
Utah
$208K -$23.1K -613 -10%
GCM
1983
G2 Capital Management
Ohio
$208K +$213K +5,636 New
MWM
1984
Marion Wealth Management
Pennsylvania
$208K +$174K +4,610 New
SP
1985
Sequent Planning
Nebraska
$208K +$213K +5,629 New
CCFCSB
1986
Cape Cod Five Cents Savings Bank
Massachusetts
$207K
BAM
1987
BOCHK Asset Management
Hong Kong
$207K +$211K +5,600 New
RW
1988
RVW Wealth
California
$207K +$211K +5,600 New
VCAM
1989
Van Cleef Asset Management
Ohio
$207K +$211K +5,600 New
FFP
1990
FourThought Financial Partners
Florida
$206K -$18.8K -499 -8%
CWA
1991
Centennial Wealth Advisory
Michigan
$206K +$211K +5,581 New
BSB
1992
Bangor Savings Bank
Maine
$206K -$50.1K -1,326 -19%
WPP
1993
Whalerock Point Partners
Rhode Island
$205K +$210K +5,551 New
RIG
1994
Renaissance Investment Group
Massachusetts
$205K +$210K +5,550 New
OC
1995
Opinicus Capital
Florida
$205K +$209K +5,545 New
LCM
1996
Leisure Capital Management
California
$205K +$209K +5,545 New
TPWA
1997
Twin Peaks Wealth Advisors
California
$204K +$153K +4,061 New
IAG
1998
Investment Advisory Group
Massachusetts
$204K +$209K +5,526 New
ATS
1999
Ashton Thomas Securities
New York
$204K +$6.04K +160 +3%
AFO
2000
Arrowroot Family Office
California
$203K -$34.1K -904 -14%