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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1976
Fortis Capital Advisors
Kansas
$525K +$119K +693 +29%
AA
1977
Armis Advisers
Georgia
$525K -$37.7K -220 -5%
TW
1978
TritonPoint Wealth
Maryland
$525K -$734K -4,284 -58%
MWA
1979
Midland Wealth Advisors
Illinois
$525K -$249K -1,453 -32%
BWM
1980
Bullock Wealth Management
Indiana
$524K +$3.6K +21 +0.7%
NRC
1981
New Republic Capital
North Carolina
$522K +$205K +1,197 +64%
LCM
1982
Logan Capital Management
Pennsylvania
$522K -$171 -1 -0%
EFMH
1983
E Fund Management (HK)
Hong Kong
$522K +$432K +2,522 +281%
VCM
1984
Virtue Capital Management
Tennessee
$522K -$2.54M -14,791 -83%
SA
1985
Strategic Advocates
Utah
$521K -$53.8K -314 -9%
OCPWS
1986
One Charles Private Wealth Services
Massachusetts
$521K +$1.71K +10 +0.3%
DM
1987
Diversified Management
Wisconsin
$520K +$521K +3,040 New
MTIC
1988
Missouri Trust & Investment Company
Missouri
$520K -$11.1K -65 -2%
AAM
1989
Auxier Asset Management
Oregon
$519K – – –
CA
1990
Cambridge Advisors
Nebraska
$518K -$4.63K -27 -0.9%
IA
1991
IFC Advisors
California
$518K +$519K +3,028 New
SAMC
1992
Spectrum Asset Management (California)
California
$517K +$518K +3,023 New
B
1993
Bellecapital
Switzerland
$517K +$186K +1,087 +56%
BRM
1994
Boston Research & Management
Massachusetts
$517K – – –
WHG
1995
Westwood Holdings Group
Texas
$517K +$1.71K +10 +0.3%
CIM
1996
Cambria Investment Management
California
$516K +$114K +665 +28%
SMA
1997
Seven Mile Advisory
New Jersey
$515K -$113K -661 -18%
LA
1998
Lakeside Advisors
Washington
$514K +$343 +2 +0.1%
KA
1999
Klingman & Associates
New York
$514K +$42.2K +246 +9%
NHC
2000
Nicholas Hoffman & Company
Georgia
$514K – – –