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Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1976
Bruce G. Allen Investments
Colorado
$89.5K +$6.21K +41 +8%
PCA
1977
Providence Capital Advisors
North Carolina
$87.6K +$82K +541 New
EF
1978
Entrust Financial
Pennsylvania
$87.6K
LFASL
1979
Lugano Financial Advisors SA (LFA)
Switzerland
$85.8K
PWPS
1980
Pinnacle Wealth Planning Services
Ohio
$84.5K -$1.52K -10 -2%
MWPCG
1981
Measured Wealth Private Client Group
New Hampshire
$84.5K +$53.1K +350 +203%
MBFW
1982
Morton Brown Family Wealth
Pennsylvania
$81K
OSNBOA
1983
Old Second National Bank of Aurora
Illinois
$81K
SMBT
1984
Southern Michigan Bank & Trust
Michigan
$77.7K -$49.3K -325 -40%
CBT
1985
CoreFirst Bank & Trust
Kansas
$77.7K
BONH
1986
Bank of New Hampshire
New Hampshire
$76.4K -$16.4K -108 -19%
CIA
1987
Cape Investment Advisory
Georgia
$76.1K +$71.2K +470 New
AIM
1988
ARK Investment Management
Florida
$76.1K -$4.09K -27 -5%
CCA
1989
Catalyst Capital Advisors
New York
$75.8K -$1.06K -7 -1%
T
1990
Tidemark
California
$75.7K +$303 +2 +0.4%
ACA
1991
American Capital Advisory
Idaho
$74.7K +$7.58K +50 +12%
EP
1992
Essential Partners
California
$73.3K -$74.6K -492 -52%
AFG
1993
Albion Financial Group
Utah
$72.9K
MUMSS
1994
Mitsubishi UFJ Morgan Stanley Securities
Japan
$72.5K -$129K -854 -66%
Optiver Holding
1995
Optiver Holding
Netherlands
$72.2K +$67.6K +446 New
TWD
1996
True Wealth Design
Ohio
$72K -$54.9K -362 -45%
MFP
1997
Meramec Financial Planners
Missouri
$71.3K
MP
1998
McDonald Partners
Ohio
$71.2K +$66.7K +440 New
SGK
1999
Steigerwald Gordon & Koch
Virginia
$70.9K
HFM
2000
Hartford Financial Management
Connecticut
$70.3K -$606 -4 -0.9%