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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1976
Mattern Wealth Management
Kansas
$498K +$477K +13,403 New
BWA
1977
Burt Wealth Advisors
Maryland
$497K -$641 -18 -0.1%
Klingman & Associates
1978
Klingman & Associates
New York
$497K +$15.2K +428 +3%
BI
1979
Ballast Inc
Kentucky
$497K +$36.4K +1,022 +8%
SGK
1980
Steigerwald Gordon & Koch
Virginia
$497K +$214K +6,021 +82%
HRC
1981
Hoertkorn Richard Charles
$494K -$79.8K -2,240 -14%
IWP
1982
Icon Wealth Partners
Texas
$494K +$54.2K +1,521 +13%
Meridian Wealth Management
1983
Meridian Wealth Management
Kentucky
$493K +$5.56K +156 +1%
PTB
1984
Pioneer Trust Bank
Oregon
$491K -$2.99K -84 -0.6%
CCIA
1985
Campbell & Co Investment Adviser
Maryland
$490K +$469K +13,173 New
GTAM
1986
Global Trust Asset Management
Florida
$488K – – –
BMCM
1987
Bryn Mawr Capital Management
Pennsylvania
$488K +$6.16K +173 +1%
PSC
1988
Prentiss Smith & Co
Vermont
$487K -$26.5K -744 -5%
PG
1989
Patten Group
Tennessee
$486K +$138K +3,871 +42%
WAG
1990
Winthrop Advisory Group
Massachusetts
$485K +$8.05K +226 +2%
JCM
1991
Jag Capital Management
Missouri
$485K +$43.6K +1,224 +10%
TIA
1992
Tiemann Investment Advisors
California
$484K -$35.6K -1,000 -7%
LFA
1993
Legacy Financial Advisors
Kentucky
$483K -$29.8K -838 -6%
Gradient Investments
1994
Gradient Investments
Minnesota
$483K +$6.95K +195 +2%
Merit Financial Group
1995
Merit Financial Group
Georgia
$483K +$463K +13,004 New
DC
1996
DeDora Capital
California
$482K -$10.9K -307 -2%
MPIA
1997
Mountain Pacific Investment Advisers
Idaho
$481K -$39K -1,094 -8%
NG
1998
Northstar Group
New York
$481K +$1.92K +54 +0.4%
HBWM
1999
Hollow Brook Wealth Management
New York
$480K +$6.38K +179 +1%
LG
2000
Leuthold Group
Minnesota
$480K +$460K +12,922 New