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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1976
Sargent Investment Group
Maryland
$852K +$22.3K +250 +3%
LRPA
1977
L. Roy Papp & Associates
Arizona
$850K +$9.02K +101 +1%
ANBT
1978
American National Bank & Trust
Texas
$850K +$88.4K +990 +11%
NW
1979
Naviter Wealth
Arkansas
$848K +$56.1K +628 +7%
TCM
1980
Telos Capital Management
California
$847K -$4.11K -46 -0.5%
SFG
1981
Sather Financial Group
Texas
$847K
SI
1982
Saxon Interests
Texas
$846K +$21.6K +242 +3%
HIM
1983
Hillsdale Investment Management
Ontario, Canada
$842K +$72.4K +811 +9%
GIP
1984
Granite Investment Partners
California
$841K
AGP
1985
Autumn Glory Partners
Texas
$840K -$212K -2,377 -20%
BPFA
1986
Barnes Pettey Financial Advisors
Mississippi
$840K
PWS
1987
Peterson Wealth Services
Utah
$839K +$230K +2,575 +36%
CST
1988
Charles Schwab Trust
Nevada
$838K -$7.59K -85 -0.9%
GAG
1989
GM Advisory Group
New York
$838K -$7.59K -85 -0.9%
WTA
1990
Washington Trust Advisors
Massachusetts
$838K -$5.62K -63 -0.6%
OA
1991
Oxbow Advisors
Texas
$837K -$25.2K -282 -3%
ONST
1992
Old North State Trust
North Carolina
$837K +$867K +9,712 +97,120%
GAMC
1993
Garner Asset Management Corp
Texas
$835K -$146K -1,637 -14%
SFS
1994
Stiles Financial Services
Minnesota
$835K +$113K +1,265 +15%
GJIC
1995
Gamble Jones Investment Counsel
California
$834K -$34.3K -384 -4%
CRI
1996
Colonial River Investments
Virginia
$833K -$11.5K -129 -1%
SXL
1997
Summit X LLC
Missouri
$830K +$81.9K +917 +11%
VAM
1998
Verity Asset Management
North Carolina
$830K +$860K +9,636 New
CS
1999
Capital Square
Tennessee
$826K -$4.11K -46 -0.5%
EWM
2000
Endurance Wealth Management
Rhode Island
$826K +$87.9K +985 +11%