We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1976
Apella Capital
Connecticut
$190K +$8.73K +480 +4%
HS
1977
Horan Securities
United States
$190K +$22.1K +1,214 +11%
FNC
1978
First National Corp
Massachusetts
$190K +$225K +12,388 New
V
1979
VeraBank
Texas
$189K
BWA
1980
Blodgett Wealth Advisors
California
$188K -$35.4K -1,948 -14%
TPW
1981
Tiller Private Wealth
Pennsylvania
$188K -$19.1K -1,050 -8%
AWA
1982
Aaron Wealth Advisors
Illinois
$188K -$1.36K -75 -0.6%
HFM
1983
Hartford Financial Management
Connecticut
$188K +$1.46K +80 +0.7%
IC
1984
Inscription Capital
Texas
$187K -$58K -3,189 -21%
SPWM
1985
Straight Path Wealth Management
Michigan
$187K -$36.4K -2,000 -14%
FUBT
1986
First United Bank & Trust
Maryland
$187K -$14.2K -778 -6%
BDWCC
1987
B&D White Capital Company
Texas
$187K
JWBC
1988
John W. Brooker & Co
California
$187K
B
1989
Bailard
California
$187K +$4.4K +242 +2%
AAM
1990
Augustine Asset Management
Florida
$187K +$4.93K +271 +2%
UF
1991
Univest Financial
Pennsylvania
$186K
GJIC
1992
Gamble Jones Investment Counsel
California
$186K +$273 +15 +0.1%
MAG
1993
MRA Advisory Group
New Jersey
$186K +$44.2K +2,430 +24%
LCM
1994
Liberty Capital Management
Michigan
$185K -$41.8K -2,300 -16%
CIAS
1995
CFS Investment Advisory Services
New Jersey
$185K -$15.2K -835 -6%
CYG
1996
Clean Yield Group
Vermont
$185K
CA
1997
Crewe Advisors
Utah
$185K +$3.08K +169 +1%
WWM
1998
Wolff Wiese Magana
California
$184K -$83.5K -4,591 -28%
PCMK
1999
Paragon Capital Management (Kansas)
Kansas
$184K -$18.2K -1,000 -8%
LCM
2000
LCM Capital Management
Illinois
$184K -$218 -12 -0.1%