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Name Holding Trade Value Shares
Change
Change in
Stake
TT
1976
TI-Trust
Illinois
$596K +$19.2K +543 +3%
DC
1977
Defender Capital
North Carolina
$595K
CWP
1978
Core Wealth Partners
California
$595K -$10.8K -306 -2%
WA1
1979
Wimmer Associates 1
California
$594K -$227K -6,421 -26%
PPP
1980
Private Portfolio Partners
New Jersey
$592K +$8.45K +239 +1%
LWANC
1981
Laurel Wealth Advisors (North Carolina)
North Carolina
$592K -$90.4K -2,555 -13%
HVP
1982
Hudson Value Partners
Florida
$592K
PSC
1983
Prentiss Smith & Co
Vermont
$591K -$9.51K -269 -1%
TWP
1984
Tempus Wealth Planning
California
$591K -$336K -9,488 -35%
MHI
1985
Miller Howard Investments
New York
$590K -$17.2K -485 -3%
CMP
1986
Coston McIsaac & Partners
Maine
$589K +$2.48K +70 +0.4%
SFB
1987
STAR Financial Bank
Indiana
$589K -$56.3K -1,592 -8%
CHA
1988
Carmichael Hill & Associates
Maryland
$588K +$19.7K +558 +3%
RTC
1989
Riverview Trust Company
Washington
$588K -$4.31K -122 -0.7%
AWAU
1990
Alliance Wealth Advisors (Utah)
Utah
$584K +$96.3K +2,722 +18%
KIG
1991
Kowal Investment Group
Wisconsin
$583K +$50K +1,413 +9%
HWA
1992
Heritage Wealth Advisors
Virginia
$582K +$96.3K +2,724 +18%
ZIG
1993
Zullo Investment Group
Pennsylvania
$581K +$1.03K +29 +0.2%
FB
1994
First Bancorp
Maine
$580K -$3.54K -100 -0.6%
CRIG
1995
Charter Research & Investment Group
Connecticut
$580K
LI
1996
Lafayette Investments
Maryland
$579K +$13K +368 +2%
MSAM
1997
Moloney Securities Asset Management
Missouri
$578K -$260K -7,363 -30%
USB
1998
Union Savings Bank
Connecticut
$576K
PG
1999
Patten Group
Tennessee
$576K -$141 -4 -0%
HI
2000
Human Investing
Oregon
$575K -$60.4K -1,707 -9%