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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
1976
Cherry Creek Investment Advisors
Colorado
$266K +$1.94K +13 +0.7%
AAS
1977
Annex Advisory Services
Wisconsin
$265K +$266K +1,787 New
AWM
1978
Accurate Wealth Management
Florida
$264K +$9.98K +67 +4%
MA
1979
MJP Associates
Connecticut
$264K +$22.9K +154 +10%
WIM
1980
Warwick Investment Management
Texas
$263K +$264K +1,772 New
NME
1981
Notis-McConarty Edward
$262K -$388K -2,607 -60%
CWG
1982
Crown Wealth Group
North Carolina
$261K +$262K +1,758 New
AHC
1983
Adell Harriman & Carpenter
Texas
$261K -$103K -689 -28%
APW
1984
Acima Private Wealth
Virginia
$258K
LGA
1985
Lebenthal Global Advisors
New York
$257K -$58K -389 -18%
MHR
1986
Matthew Hamilton Rosenberg
$257K -$15.9K -107 -6%
BCM
1987
Blume Capital Management
California
$257K -$7.15K -48 -3%
TA
1988
Tectonic Advisors
Texas
$256K -$3.28K -22 -1%
CSWM
1989
Cassady Schiller Wealth Management
Ohio
$256K +$256K +1,721 New
WFI
1990
West Family Investments
California
$256K +$257K +1,725 New
AA
1991
Argent Advisors
Louisiana
$255K -$17.1K -115 -6%
FB
1992
First Bancorp
Maine
$254K +$4.47K +30 +2%
AIC
1993
Archer Investment Corporation
Indiana
$253K +$2.83K +19 +1%
KIG
1994
Kessler Investment Group
Indiana
$253K -$148K -996 -37%
DI
1995
DAGCO Inc
Ohio
$253K -$17.9K -120 -7%
JLBC
1996
J.L. Bainbridge & Co
Florida
$253K -$6.11K -41 -2%
LFA
1997
Legacy Financial Advisors
Kentucky
$253K +$19.7K +132 +8%
MRCM
1998
M&R Capital Management
New Jersey
$252K -$13.4K -90 -5%
AGA
1999
Arkos Global Advisors
Texas
$252K +$35.6K +239 +16%
SCA
2000
Southern Capital Advisors
Tennessee
$252K +$253K +1,695 New