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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
1976
Compagnie Lombard Odier SCmA
Switzerland
$115K – – –
FNWA
1977
Financial Network Wealth Advisors
Utah
$115K -$13.4K -150 -10%
AW
1978
Avion Wealth
Texas
$114K +$29.1K +325 +31%
CAM
1979
Costello Asset Management
Pennsylvania
$114K +$448 +5 +0.4%
TIM
1980
Thompson Investment Management
Wisconsin
$111K -$67.8K -757 -37%
PC
1981
Promus Capital
Illinois
$111K – – –
T
1982
TOBAM
France
$107K +$113K +1,266 New
CT
1983
Colonial Trust
South Carolina
$107K +$43.6K +487 +63%
AFWM
1984
Abich Financial Wealth Management
Virginia
$107K +$113K +1,262 New
SFCL
1985
Strengthening Families & Communities LLC
Massachusetts
$105K +$111K +1,239 New
TFIPS
1986
Towarzystwo Funduszy Inwestycyjnych PZU SA
$105K -$17K -190 -13%
ACM
1987
Anfield Capital Management
California
$104K +$69.2K +773 +169%
CVM
1988
Cheviot Value Management
California
$104K +$19.1K +213 +21%
MWA
1989
Medallion Wealth Advisors
Connecticut
$103K +$21K +235 +24%
FFC
1990
First Financial Corp
Indiana
$101K – – –
HWA
1991
Heartwood Wealth Advisors
Virginia
$100K +$106K +1,184 New
LWA
1992
Lowe Wealth Advisors
Maryland
$96.1K -$358 -4 -0.4%
CNBTD
1993
Citizens National Bank Trust Department
Mississippi
$95.9K +$35.6K +398 +54%
ECM
1994
Elgethun Capital Management
South Dakota
$94.4K – – –
RS
1995
Rakuten Securities
Japan
$94.1K +$50.4K +563 +103%
POIA
1996
Pin Oak Investment Advisors
Texas
$92.9K +$21.8K +243 +28%
WB
1997
Webster Bank
Connecticut
$92.6K +$8.95K +100 +10%
HWM
1998
Hemington Wealth Management
Virginia
$92K +$4.66K +52 +5%
PWMG
1999
Private Wealth Management Group
New Jersey
$90.6K – – –
CTB
2000
Country Trust Bank
Illinois
$87.1K – – –