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Name Holding Trade Value Shares
Change
Change in
Stake
IAP
1976
Indie Asset Partners
Indiana
$1.19M -$71.5K -1,443 -7%
CCM
1977
Canal Capital Management
Virginia
$1.19M +$7.83K +158 +0.8%
CIAS
1978
CFS Investment Advisory Services
New Jersey
$1.19M +$49.1K +990 +5%
IC
1979
Inverness Counsel
New York
$1.19M -$104K -2,089 -9%
THWM
1980
Taylor Hoffman Wealth Management
Virginia
$1.18M -$6.59K -133 -0.7%
AFA
1981
Arlington Financial Advisors
California
$1.18M
MPCG
1982
Matrix Private Capital Group
New York
$1.18M +$32.8K +662 +3%
AIM
1983
Axiom Investment Management
New York
$1.18M -$472K -9,535 -32%
SWA
1984
Sutton Wealth Advisors
Florida
$1.18M +$30.5K +615 +3%
CWP
1985
Curated Wealth Partners
California
$1.18M +$743 +15 +0.1%
BWM
1986
Benchmark Wealth Management
Connecticut
$1.17M -$62K -1,251 -6%
FAG
1987
Fortitude Advisory Group
Washington
$1.17M +$984K +19,862 New
KJWM
1988
Kiley Juergens Wealth Management
Washington
$1.17M +$38.3K +772 +4%
HFM
1989
Harvest Fund Management
China
$1.17M +$366K +7,393 +59%
FZCM
1990
Flynn Zito Capital Management
New York
$1.16M +$979K +19,763 New
LSWM
1991
Lorne Steinberg Wealth Management
Canada
$1.16M +$25.6K +516 +3%
LA
1992
Lindenwold Advisors
Pennsylvania
$1.16M +$974K +19,651 New
PAIM
1993
Punch & Associates Investment Management
Minnesota
$1.16M
BFG
1994
Berger Financial Group
Minnesota
$1.16M +$137K +2,773 +16%
EI
1995
Ethic Inc
New York
$1.16M -$99.6K -2,010 -9%
TA
1996
Tiedemann Advisors
New York
$1.16M -$164K -3,305 -14%
CB
1997
Cadence Bank
Mississippi
$1.15M -$109K -2,210 -10%
TAM
1998
Trillium Asset Management
Massachusetts
$1.15M
HVP
1999
Hudson Value Partners
Florida
$1.15M
MFG
2000
MidWestOne Financial Group
Iowa
$1.15M