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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
1976
Guerra Pan Advisors
New Jersey
$1.42M +$15.5K +120 +1%
HFM
1977
Harvest Fund Management
China
$1.42M +$387K +3,006 +36%
MPPW
1978
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M +$31.4K +244 +2%
EFA
1979
Evernest Financial Advisors
Indiana
$1.42M -$37K -287 -2%
PSFG
1980
Prairie Sky Financial Group
Illinois
$1.42M -$17.8K -138 -1%
PBO
1981
Peoples Bank (Ohio)
Ohio
$1.41M +$79.6K +618 +6%
AWP
1982
Abacus Wealth Partners
California
$1.41M +$35.9K +279 +3%
ZIG
1983
Zullo Investment Group
Pennsylvania
$1.41M -$7.73K -60 -0.5%
BEAM
1984
Baker Ellis Asset Management
Washington
$1.41M +$51.5K +400 +4%
HBT
1985
Heartland Bank & Trust
Illinois
$1.41M +$116K +898 +9%
EFM
1986
Eley Financial Management
Vermont
$1.4M +$8.12K +63 +0.6%
HAIM
1987
Hunter Associates Investment Management
Pennsylvania
$1.4M -$7.34K -57 -0.5%
PTB
1988
Pioneer Trust Bank
Oregon
$1.4M
WCAMG
1989
Woodard & Company Asset Management Group
North Carolina
$1.4M +$14.8K +115 +1%
ACG
1990
Allen Capital Group
Nebraska
$1.4M +$49.3K +383 +4%
PH
1991
Pinnacle Holdings
Oklahoma
$1.4M -$18.7K -145 -1%
BFWM
1992
Bright Futures Wealth Management
New York
$1.4M -$5.41K -42 -0.3%
RWP
1993
Ridgecrest Wealth Partners
California
$1.4M
AJ
1994
Ashburton (Jersey)
Jersey
$1.39M +$1.4M +10,869 New
MA
1995
MONECO Advisors
Connecticut
$1.39M -$47.9K -372 -3%
COCM
1996
Charter Oak Capital Management
New Hampshire
$1.39M +$129 +1 +0%
AFAS
1997
Acorn Financial Advisory Services
Virginia
$1.38M +$7.73K +60 +0.5%
GWP
1998
Gen-Wealth Partners
Michigan
$1.38M +$12.5K +97 +0.9%
NSAM
1999
North Star Asset Management
Wisconsin
$1.38M -$18.5K -144 -1%
CWP
2000
Core Wealth Partners
California
$1.38M +$335K +2,599 +30%