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Name Holding Trade Value Shares
Change
Change in
Stake
SOW
1976
State of Wyoming
Wyoming
$826K +$480K +9,873 +110%
CCA
1977
Childress Capital Advisors
Texas
$825K -$32.5K -669 -3%
SBF
1978
Sara-Bay Financial
Florida
$823K -$486 -10 -0.1%
LCM
1979
LCM Capital Management
Illinois
$821K -$2.53K -52 -0.3%
WOC
1980
West Oak Capital
California
$820K -$199K -4,085 -18%
CGA
1981
Crescent Grove Advisors
Illinois
$819K -$208K -4,284 -19%
HWMG
1982
Hurlow Wealth Management Group
Indiana
$819K
IAP
1983
Indie Asset Partners
Indiana
$818K -$18K -370 -2%
FG
1984
Foster Group
Iowa
$818K +$17.3K +356 +2%
HFS
1985
Heritage Financial Services
Massachusetts
$816K +$37.8K +778 +4%
PP
1986
PDS Planning
Ohio
$815K -$19.1K -393 -2%
OIA
1987
Optimum Investment Advisors
Illinois
$814K -$9.86K -203 -1%
WMA
1988
West Michigan Advisors
Michigan
$813K +$57K +1,174 +7%
SWM
1989
Salvus Wealth Management
New Jersey
$810K +$33.8K +696 +4%
CPIA
1990
Cornell Pochily Investment Advisors
New York
$809K -$69.2K -1,425 -7%
CWM
1991
Centric Wealth Management
Illinois
$807K -$26.7K -550 -3%
SF
1992
SBK Financial
Virginia
$807K -$16.2K -333 -2%
LSA
1993
Lansing Street Advisors
Pennsylvania
$807K +$7.73K +159 +0.9%
SIM
1994
SSI Investment Management
California
$805K +$2.53K +52 +0.3%
IWA
1995
Icon Wealth Advisors
Texas
$805K +$894K +18,394 New
VAM
1996
Verity Asset Management
North Carolina
$805K +$893K +18,385 New
MLA
1997
My Legacy Advisors
Oregon
$804K +$21.2K +436 +2%
CFG
1998
Cooper Financial Group
California
$803K +$31.4K +647 +4%
AIM
1999
Arcadia Investment Management
Michigan
$802K -$197K -4,055 -18%
BC
2000
Barrett & Company
Rhode Island
$799K +$758K +15,596 New