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Name Holding Trade Value Shares
Change
Change in
Stake
AWG
1976
Altus Wealth Group
Colorado
$320K -$3.98K -213 -1%
WAM
1977
Wakefield Asset Management
Colorado
$320K -$3.29K -176 -1%
VCM
1978
Vigilant Capital Management
Maine
$320K +$279K +14,903 +647%
PP
1979
PDS Planning
Ohio
$319K -$156K -8,327 -33%
FWSM
1980
First Wilshire Securities Management
California
$319K +$9.81K +525 +3%
CSPIA
1981
Cary Street Partners Investment Advisory
Virginia
$319K +$36.7K +1,964 +13%
NAG
1982
Northstar Advisory Group
New Jersey
$319K +$321K +17,160 New
AWC
1983
Adamsbrown Wealth Consultants
Kansas
$319K +$321K +17,180 New
GCM
1984
Graham Capital Management
Connecticut
$319K +$322K +17,221 New
KPWG
1985
KFA Private Wealth Group
Virginia
$318K +$7.31K +391 +2%
CA
1986
Centerpoint Advisors
Massachusetts
$318K +$227K +12,164 +246%
ACM
1987
Allred Capital Management
Texas
$317K -$174K -9,317 -35%
JWCA
1988
J.W. Coons Advisors
Ohio
$317K -$1.23K -66 -0.4%
IAG
1989
Investment Advisory Group
Massachusetts
$317K +$324K +17,330 New
WC
1990
Whitney & Co
New York
$316K -$5.93K -317 -2%
IF
1991
IRON Financial
Illinois
$316K +$31K +1,658 +11%
SWM
1992
SFG Wealth Management
Maryland
$316K +$318K +16,988 New
DAM
1993
Doheny Asset Management
California
$315K +$49.5K +2,648 +19%
TPW
1994
Tiller Private Wealth
Pennsylvania
$314K +$36.9K +1,976 +13%
HGERS
1995
Householder Group Estate & Retirement Specialist
Arizona
$314K +$316K +16,892 New
NDSI
1996
Newman Dignan & Sheerar Inc
Rhode Island
$313K -$186K -9,972 -37%
PP
1997
Pacifica Partners
Canada
$313K +$14.3K +766 +5%
IBOK
1998
Independence Bank of Kentucky
Kentucky
$312K -$561K -30,030 -64%
CWA
1999
Centennial Wealth Advisory
Michigan
$312K +$15.7K +841 +5%
BHTS
2000
Bar Harbor Trust Services
Maine
$311K -$26.2K -1,403 -8%