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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1976
Cornerstone Advisory
Maryland
$481K -$208K -7,541 -30%
WAM
1977
Weinberger Asset Management
California
$480K -$13.7K -496 -3%
CCP
1978
Cassia Capital Partners
North Carolina
$479K -$127K -4,609 -21%
MAM
1979
MMA Asset Management
Pennsylvania
$478K -$15.4K -560 -3%
ATWA
1980
Arbor Trust Wealth Advisors
Michigan
$478K +$81.3K +2,954 +21%
RA
1981
Ransom Advisory
Rhode Island
$478K -$3.85K -140 -0.8%
PCMI
1982
Paradigm Capital Management Inc
New York
$476K
AHC
1983
Adell Harriman & Carpenter
Texas
$475K -$429K -15,587 -48%
IFAM
1984
Institutional & Family Asset Management
Colorado
$474K +$64K +2,324 +16%
ICP
1985
Ironvine Capital Partners
Nebraska
$474K
ITIM
1986
Indiana Trust & Investment Management
Indiana
$474K
BAM
1987
Beaumont Asset Management
Texas
$471K +$464K +16,850 New
AIA
1988
Angeles Investment Advisors
California
$471K -$100K -3,650 -18%
TSWM
1989
Tyler-Stone Wealth Management
Ohio
$470K -$6.58K -239 -1%
BRM
1990
Boston Research & Management
Massachusetts
$469K
TAM
1991
Trillium Asset Management
Massachusetts
$469K
CFFP
1992
Center for Financial Planning
Michigan
$468K -$13.5K -492 -3%
OIC
1993
Orion Investment Company
Missouri
$467K +$460K +16,700 New
ADL
1994
Asset Dedication LLC
California
$467K +$18.4K +669 +4%
PCM
1995
Princeton Capital Management
New Jersey
$467K -$24.6K -895 -5%
AFT
1996
Alpha Family Trust
California
$466K +$459K +16,670 New
LWP
1997
LMG Wealth Partners
Louisiana
$466K -$887K -32,222 -66%
AF
1998
Arrow Financial
New York
$465K -$143K -5,185 -24%
FEM
1999
Fulcrum Equity Management
Texas
$464K +$10.1K +368 +2%
TT
2000
TI-Trust
Illinois
$464K -$20.5K -745 -4%