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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1976
Guerra Pan Advisors
New Jersey
$1.23M
PBT
1977
Pictet Bank & Trust
Bahamas
$1.23M -$299K -2,880 -20%
COCM
1978
Charter Oak Capital Management
New Hampshire
$1.22M +$623 +6 +0.1%
CA
1979
Continuum Advisory
Idaho
$1.22M -$206K -1,989 -15%
PWA
1980
Providence Wealth Advisors
Illinois
$1.22M +$53K +511 +6%
EFA
1981
Evernest Financial Advisors
Indiana
$1.21M +$1.15M +11,120 New
PBO
1982
Peoples Bank (Ohio)
Ohio
$1.21M -$15.3K -147 -1%
CBA
1983
Coastal Bridge Advisors
Connecticut
$1.21M +$2.49K +24 +0.2%
GA
1984
GoalVest Advisory
New York
$1.21M +$33.5K +323 +3%
MSWM
1985
McGlone Suttner Wealth Management
Wisconsin
$1.2M +$28.3K +273 +3%
HBT
1986
Heartland Bank & Trust
Illinois
$1.2M -$227K -2,191 -17%
FWTB
1987
First Western Trust Bank
Colorado
$1.2M +$65.6K +632 +6%
AC
1988
Avestar Capital
New York
$1.2M +$231K +2,226 +26%
HCM
1989
Highlander Capital Management
New Jersey
$1.2M +$77.9K +750 +7%
RAM
1990
Redmond Asset Management
Virginia
$1.2M +$63.4K +611 +6%
CFO
1991
CVA Family Office
Colorado
$1.19M -$13.9K -134 -1%
CHP
1992
Cable Hill Partners
Oregon
$1.19M -$121K -1,163 -10%
IWA
1993
Invera Wealth Advisors
Oregon
$1.19M +$1.13M +10,923 New
TNA
1994
True North Advisors
Texas
$1.19M -$384K -3,703 -25%
CA
1995
Cambridge Advisors
Nebraska
$1.19M +$1.04K +10 +0.1%
MCCA
1996
Mill Creek Capital Advisors
Pennsylvania
$1.18M +$32.1K +309 +3%
MA
1997
MJP Associates
Connecticut
$1.18M +$768K +7,400 +214%
DA
1998
DCM Advisors
New York
$1.18M +$337K +3,249 +43%
MW
1999
MBL Wealth
North Carolina
$1.18M -$12K -116 -1%
PCA
2000
Providence Capital Advisors
North Carolina
$1.18M +$82.9K +799 +8%