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Name Holding Trade Value Shares
Change
Change in
Stake
E
1976
ETFidea
New York
$269K +$270K +1,812 New
WJA
1977
Willis Johnson & Associates
Texas
$269K -$2.53K -17 -0.9%
RPCONE
1978
Retirement Planning Company of New England
Rhode Island
$269K +$270K +1,813 New
CCM
1979
Crew Capital Management
Ohio
$267K -$5.81K -39 -2%
TWM
1980
TriaGen Wealth Management
California
$267K – – –
CIC
1981
Cutler Investment Counsel
Oregon
$266K -$17.9K -120 -6%
AA
1982
AF Advisors
California
$266K – – –
CCM
1983
Copeland Capital Management
Pennsylvania
$266K – – –
CCM
1984
Courage Capital Management
Tennessee
$266K – – –
VBCG
1985
Valley Brook Capital Group
Pennsylvania
$266K – – –
CCIA
1986
Cherry Creek Investment Advisors
Colorado
$266K +$1.94K +13 +0.7%
AAS
1987
Annex Advisory Services
Wisconsin
$265K +$266K +1,787 New
AWM
1988
Accurate Wealth Management
Florida
$264K +$9.98K +67 +4%
MA
1989
MJP Associates
Connecticut
$264K +$22.9K +154 +10%
WIM
1990
Warwick Investment Management
Texas
$263K +$264K +1,772 New
NME
1991
Notis-McConarty Edward
$262K -$388K -2,607 -60%
CWG
1992
Crown Wealth Group
North Carolina
$261K +$262K +1,758 New
AHC
1993
Adell Harriman & Carpenter
Texas
$261K -$103K -689 -28%
APW
1994
Acima Private Wealth
Virginia
$258K – – –
LGA
1995
Lebenthal Global Advisors
New York
$257K -$58K -389 -18%
MHR
1996
Matthew Hamilton Rosenberg
$257K -$15.9K -107 -6%
BCM
1997
Blume Capital Management
California
$257K -$7.15K -48 -3%
TA
1998
Tectonic Advisors
Texas
$256K -$3.28K -22 -1%
CSWM
1999
Cassady Schiller Wealth Management
Ohio
$256K +$256K +1,721 New
WFI
2000
West Family Investments
California
$256K +$257K +1,725 New