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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1976
Copeland Capital Management
Pennsylvania
$288K +$1.53K +45 +0.5%
HFM
1977
Hartford Financial Management
Connecticut
$288K +$7.2K +211 +3%
MGIA
1978
Matthew Goff Investment Advisor
Texas
$287K +$2.35K +69 +0.8%
OWA
1979
One Wealth Advisors
California
$286K +$284K +8,321 New
FCIM
1980
Fairview Capital Investment Management
California
$285K -$3.61K -106 -1%
SMH
1981
Sanders Morris Harris
Texas
$283K
OA
1982
Outfitter Advisors
Virginia
$283K +$9.85K +289 +4%
AWM
1983
Aevitas Wealth Management
Massachusetts
$282K +$280K +8,217 New
BA
1984
BKS Advisors
Michigan
$281K -$19.5K -572 -7%
EA
1985
Elm Advisors
California
$281K -$10.8K -316 -4%
FGC
1986
Financial Gravity Companies
Texas
$281K +$273K +7,992 New
ECM
1987
Elgethun Capital Management
South Dakota
$281K +$279K +8,176 New
SGK
1988
Steigerwald Gordon & Koch
Virginia
$280K -$171K -5,015 -38%
ACM
1989
AUA Capital Management
Pennsylvania
$280K
CC
1990
Cornerstone Capital
California
$280K
GEA
1991
Glen Eagle Advisors
New Jersey
$279K +$14.9K +438 +6%
HHGA
1992
Halbert Hargrove Global Advisors
California
$279K -$12.1K -355 -4%
SLA
1993
Silver Lake Advisory
Utah
$278K +$1.23K +36 +0.4%
VCM
1994
Vivaldi Capital Management
Illinois
$278K +$2.39K +70 +0.9%
DTL
1995
Dynamic Technology Lab
Singapore
$276K +$273K +8,010 New
BIA
1996
BHK Investment Advisors
Alabama
$275K +$272K +7,989 New
RCA
1997
Rowland Carmichael Advisors
Arizona
$274K -$24.6K -721 -8%
CIC
1998
Cutler Investment Counsel
Oregon
$273K
ECM
1999
EagleClaw Capital Management
Massachusetts
$273K +$271K +7,949 New
CPH
2000
C Partners Holding
Switzerland
$271K +$269K +7,889 New