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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1976
Beacon Investment Advisors
Maryland
$369K -$63.2K -2,415 -14%
QC
1977
Quent Capital
New York
$369K -$9.52K -364 -2%
PSC
1978
Prentiss Smith & Co
Vermont
$369K – – –
CIM
1979
CIM Investment Management
Pennsylvania
$368K -$35.3K -1,351 -8%
PFGIA
1980
Patriot Financial Group Insurance Agency
Massachusetts
$368K -$2.31M -88,253 -85%
FM
1981
Family Management
New York
$368K -$4.16K -159 -1%
TI
1982
Trexquant Investment
Connecticut
$368K +$399K +15,266 New
TWA
1983
TCI Wealth Advisors
Arizona
$367K +$2.56K +98 +0.6%
KAS
1984
KPP Advisory Services
Kentucky
$367K -$61.9K -2,368 -13%
GLF
1985
Groupe la Francaise
France
$367K -$54.2K -2,073 -11%
SAM
1986
Sompo Asset Management
Japan
$366K -$93.9K -3,590 -19%
FWA
1987
Flagship Wealth Advisors
Massachusetts
$366K -$16.3K -625 -4%
IAS
1988
IMA Advisory Services
Colorado
$365K +$383K +14,631 +2,675%
AIS
1989
Advocate Investing Services
Maryland
$365K +$78 +3 +0%
ANC
1990
Ames National Corp
Iowa
$364K -$23.9K -915 -6%
SAM
1991
Sagewood Asset Management
New York
$364K +$4.32K +165 +1%
RRMM
1992
Regatta Research & Money Management
Louisiana
$364K +$395K +15,106 New
VFG
1993
Victory Financial Group
Texas
$362K -$27.7K -1,058 -7%
NIA
1994
NIA Impact Advisors
California
$361K +$39.9K +1,526 +11%
WIA
1995
Westbourne Investment Advisors
Maryland
$361K -$178K -6,800 -31%
JEST
1996
JTC Employer Solutions Trustee
Jersey
$361K – – –
DAC
1997
Dutch Asset Corp
New York
$360K -$31.7K -1,213 -8%
PWA
1998
Pitcairn Wealth Advisors
Pennsylvania
$359K -$122K -4,665 -24%
AWA
1999
Acorn Wealth Advisors
Michigan
$359K +$83.9K +3,206 +27%
LAI
2000
Legal Advantage Investments
California
$359K +$10.5K +400 +3%