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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1976
Burt Wealth Advisors
Maryland
$497K -$641 -18 -0.1%
KA
1977
Klingman & Associates
New York
$497K +$15.2K +428 +3%
BI
1978
Ballast Inc
Kentucky
$497K +$36.4K +1,022 +8%
SGK
1979
Steigerwald Gordon & Koch
Virginia
$497K +$214K +6,021 +82%
HRC
1980
Hoertkorn Richard Charles
$494K -$79.8K -2,240 -14%
IWP
1981
Icon Wealth Partners
Texas
$494K +$54.2K +1,521 +13%
MWM
1982
Meridian Wealth Management
Kentucky
$493K +$5.56K +156 +1%
PTB
1983
Pioneer Trust Bank
Oregon
$491K -$2.99K -84 -0.6%
CCIA
1984
Campbell & Co Investment Adviser
Maryland
$490K +$469K +13,173 New
GTAM
1985
Global Trust Asset Management
Florida
$488K
BMCM
1986
Bryn Mawr Capital Management
Pennsylvania
$488K +$6.16K +173 +1%
PSC
1987
Prentiss Smith & Co
Vermont
$487K -$26.5K -744 -5%
PG
1988
Patten Group
Tennessee
$486K +$138K +3,871 +42%
WAG
1989
Winthrop Advisory Group
Massachusetts
$485K +$8.05K +226 +2%
JCM
1990
Jag Capital Management
Missouri
$485K +$43.6K +1,224 +10%
TIA
1991
Tiemann Investment Advisors
California
$484K -$35.6K -1,000 -7%
LFA
1992
Legacy Financial Advisors
Kentucky
$483K -$29.8K -838 -6%
GI
1993
Gradient Investments
Minnesota
$483K +$6.95K +195 +2%
MFG
1994
Merit Financial Group
Georgia
$483K +$463K +13,004 New
DC
1995
DeDora Capital
California
$482K -$10.9K -307 -2%
MPIA
1996
Mountain Pacific Investment Advisers
Idaho
$481K -$39K -1,094 -8%
NG
1997
Northstar Group
New York
$481K +$1.92K +54 +0.4%
HBWM
1998
Hollow Brook Wealth Management
New York
$480K +$6.38K +179 +1%
LG
1999
Leuthold Group
Minnesota
$480K +$460K +12,922 New
BEAM
2000
Baker Ellis Asset Management
Washington
$479K -$407K -11,436 -47%