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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1976
Integral Investment Advisors
California
$1.03M +$96.5K +1,860 +10%
BFG
1977
Berger Financial Group
Minnesota
$1.02M +$9.6K +185 +0.9%
FZCM
1978
Flynn Zito Capital Management
New York
$1.02M +$467 +9 +0%
1IA
1979
1620 Investment Advisors
Massachusetts
$1.02M
LSWM
1980
Lorne Steinberg Wealth Management
Canada
$1.02M +$2.7K +52 +0.3%
IWP
1981
Icon Wealth Partners
Texas
$1.02M +$224K +4,320 +28%
JSW
1982
Journey Strategic Wealth
New Jersey
$1.02M +$33.9K +654 +3%
LC
1983
Lincoln Capital
Nebraska
$1.02M -$28.5K -550 -3%
CWM
1984
Centric Wealth Management
Illinois
$1.01M +$17.3K +333 +2%
BCA
1985
Bray Capital Advisors
Florida
$1.01M +$32.4K +625 +3%
S
1986
Surevest
California
$1.01M +$929K +17,909 +1,089%
HVP
1987
Hudson Value Partners
Florida
$1.01M +$1.25K +24 +0.1%
MFC
1988
Mechanics Financial Corp
Ohio
$1.01M +$11.7K +226 +1%
CFO
1989
Collective Family Office
Pennsylvania
$1.01M +$103K +1,976 +11%
CA
1990
Crumly & Associates
Illinois
$1.01M +$24.4K +471 +2%
RC
1991
Reik & Co
New York
$1.01M
IAP
1992
Indie Asset Partners
Indiana
$1M -$40.5K -780 -4%
BTIM
1993
BancFirst Trust & Investment Management
Oklahoma
$1M +$62.3K +1,201 +7%
RDFA
1994
Ritter Daniher Financial Advisory
Ohio
$1M
TLCM
1995
Twin Lakes Capital Management
California
$1M +$3.89K +75 +0.4%
WCM
1996
Weik Capital Management
Pennsylvania
$1M +$74.4K +1,434 +8%
TAM
1997
Trillium Asset Management
Massachusetts
$1M -$6.54K -126 -0.6%
CBFP
1998
Cedar Brook Financial Partners
Ohio
$1M +$34.3K +661 +4%
LSA
1999
Lansing Street Advisors
Pennsylvania
$1M +$941K +18,139 New
AP
2000
Atwood & Palmer
Missouri
$999K -$218K -4,200 -18%