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Name Holding Trade Value Shares
Change
Change in
Stake
LC
1976
Lavaca Capital
Texas
$186K +$33.1K +350 +20%
SGK
1977
Steigerwald Gordon & Koch
Virginia
$186K -$33.6K -355 -15%
OP
1978
Oslo Pensjonsforsikring
$183K – – –
MCRM
1979
Midway Capital Research & Management
Illinois
$183K +$193K +2,044 New
SMBT
1980
Southern Michigan Bank & Trust
Michigan
$182K +$193K +2,036 New
DWP
1981
Destiny Wealth Partners
Florida
$181K +$191K +2,017 New
NF
1982
Napier Financial
Massachusetts
$180K +$190K +2,008 New
CC
1983
Corsicana & Co
Texas
$175K +$136K +1,435 +408%
SPF
1984
South Plains Financial
Texas
$174K -$139K -1,465 -43%
IAAG
1985
Innovative Asset Advisors Group
Connecticut
$173K +$183K +1,934 New
AIC
1986
Archer Investment Corporation
Indiana
$173K +$189 +2 +0.1%
BWL
1987
Bogart Wealth LLC
Virginia
$170K -$118K -1,248 -40%
BW
1988
Bravera Wealth
North Dakota
$168K +$117K +1,234 +192%
SWM
1989
SHP Wealth Management
Massachusetts
$168K +$6.53K +69 +4%
BGAI
1990
Bruce G. Allen Investments
Colorado
$168K -$1.8K -19 -1%
WSFG
1991
Wall Street Financial Group
Illinois
$167K +$176K +1,865 New
BIA
1992
Bell Investment Advisors
California
$166K -$568 -6 -0.3%
BWM
1993
Bullock Wealth Management
Indiana
$165K +$851 +9 +0.5%
USB
1994
Union Savings Bank
Connecticut
$164K – – –
HC
1995
Hara Capital
Washington
$161K +$170K +1,800 New
PK
1996
Pflug Koory
Nebraska
$156K – – –
TGY2IT
1997
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$151K +$160K +1,687 New
MSWM
1998
Mowery & Schoenfeld Wealth Management
Illinois
$146K -$12.3K -130 -7%
SC
1999
SouthState Corp
Florida
$144K -$14.3K -151 -9%
SCM
2000
Silvant Capital Management
Georgia
$144K – – –