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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1976
Sargent Investment Group
Maryland
$14.4M +$1.17M +6,698 +9%
BOPW
1977
Brandywine Oak Private Wealth
Pennsylvania
$14.4M +$308K +1,765 +2%
DCM
1978
Dudley Capital Management
Virginia
$14.4M -$145K -830 -1%
MCWS
1979
McKinley Carter Wealth Services
West Virginia
$14.4M -$127K -730 -0.9%
CFA
1980
Capstone Financial Advisors
Illinois
$14.4M +$4.47M +25,631 +50%
MAWA
1981
Moss Adams Wealth Advisors
Washington
$14.4M +$364K +2,088 +3%
RWP
1982
Revolve Wealth Partners
New Jersey
$14.4M +$310K +1,778 +2%
NME
1983
Notis-McConarty Edward
$14.4M -$981K -5,629 -7%
PAA
1984
Peregrine Asset Advisers
Oregon
$14.4M +$2.16M +12,407 +19%
ES
1985
Eagle Strategies
New York
$14.4M -$104K -597 -0.8%
GAG
1986
Goodman Advisory Group
Massachusetts
$14.4M +$1.25M +7,194 +10%
WA
1987
Wealth Alliance
New York
$14.4M +$1.17M +6,686 +10%
SCM
1988
Sage Capital Management
New Jersey
$14.4M +$254K +1,460 +2%
AC
1989
Armistice Capital
New York
$14.4M +$2.6M +14,944 +24%
VIA
1990
Victrix Investment Advisors
Florida
$14.3M -$1.64M -9,419 -11%
TPM
1991
Totem Point Management
New York
$14.3M +$1.84M +10,530 +16%
MFS
1992
Mattson Financial Services
Michigan
$14.3M +$38.5K +221 +0.3%
PFWA
1993
Paces Ferry Wealth Advisors
Georgia
$14.2M -$29.5K -169 -0.2%
CCT
1994
Capital City Trust
Florida
$14.2M -$873K -5,009 -6%
ST
1995
Spinnaker Trust
Maine
$14.2M -$76.7K -440 -0.6%
LDB
1996
Lee, Danner & Bass
Tennessee
$14.2M +$129K +742 +1%
SSWM
1997
Sheets Smith Wealth Management
North Carolina
$14.2M -$533K -3,059 -4%
NB
1998
Nicolet Bankshares
Wisconsin
$14.2M -$143K -819 -1%
RP
1999
Ravenswood Partners
Virginia
$14.1M +$13.2M +75,793 New
MAM
2000
Mirabaud Asset Management
United Kingdom
$14.1M -$787K -4,516 -5%