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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
1976
Claraphi Advisory Network
United States
$403K +$21.6K +633 +5%
AFC
1977
AFT Forsyth & Company
Florida
$402K -$71.8K -2,108 -14%
MAWCM
1978
Mine & Arao Wealth Creation & Management
California
$402K -$38.6K -1,132 -8%
TIA
1979
Tiemann Investment Advisors
California
$402K -$886 -26 -0.2%
CWM
1980
Confluence Wealth Management
Oregon
$401K -$116K -3,400 -21%
WAG
1981
Winthrop Advisory Group
Massachusetts
$401K -$2.79K -82 -0.6%
AWM
1982
Absher Wealth Management
North Carolina
$400K +$47.4K +1,391 +12%
IFG
1983
Investors Financial Group
Minnesota
$398K -$42.7K -1,254 -9%
DC
1984
DeDora Capital
California
$397K -$5.08K -149 -1%
MPIA
1985
Mountain Pacific Investment Advisers
Idaho
$397K -$4.67K -137 -1%
HRC
1986
Hoertkorn Richard Charles
$396K -$17K -500 -4%
WA
1987
Waverly Advisors
Alabama
$396K +$42.5K +1,247 +11%
HBWM
1988
Hollow Brook Wealth Management
New York
$395K -$6.1K -179 -1%
LFG
1989
LifePlan Financial Group
Ohio
$395K -$511 -15 -0.1%
GIP
1990
Granite Investment Partners
California
$394K -$86.4K -2,537 -17%
H
1991
HoyleCohen
California
$394K
ST
1992
Sentinel Trust
Texas
$394K +$434K +12,738 New
FBA
1993
Front Barnett Associates
Illinois
$393K +$18K +527 +4%
PPP
1994
Private Portfolio Partners
New Jersey
$393K +$25K +735 +6%
SCM
1995
Stellar Capital Management
Arizona
$392K -$6.34K -186 -1%
GWI
1996
Grace & White Inc
New York
$392K
JCM
1997
Jag Capital Management
Missouri
$391K -$14.4K -422 -3%
SAM
1998
Seelaus Asset Management
New Jersey
$391K
PA
1999
Perennial Advisors
New York
$386K +$226K +6,635 +114%
AIM
2000
Aigen Investment Management
New York
$385K +$423K +12,417 New