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Name Holding Trade Value Shares
Change
Change in
Stake
OPPS
1976
Obsidian Personal Planning Solutions
Maryland
$190K +$55 +3 +0%
AC
1977
Apella Capital
Connecticut
$190K +$8.73K +480 +4%
HS
1978
Horan Securities
United States
$190K +$22.1K +1,214 +11%
FNC
1979
First National Corp
Massachusetts
$190K +$225K +12,388 New
V
1980
VeraBank
Texas
$189K – – –
BWA
1981
Blodgett Wealth Advisors
California
$188K -$35.4K -1,948 -14%
TPW
1982
Tiller Private Wealth
Pennsylvania
$188K -$19.1K -1,050 -8%
AWA
1983
Aaron Wealth Advisors
Illinois
$188K -$1.36K -75 -0.6%
HFM
1984
Hartford Financial Management
Connecticut
$188K +$1.46K +80 +0.7%
IC
1985
Inscription Capital
Texas
$187K -$58K -3,189 -21%
SPWM
1986
Straight Path Wealth Management
Michigan
$187K -$36.4K -2,000 -14%
FUBT
1987
First United Bank & Trust
Maryland
$187K -$14.2K -778 -6%
BDWCC
1988
B&D White Capital Company
Texas
$187K – – –
JWBC
1989
John W. Brooker & Co
California
$187K – – –
B
1990
Bailard
California
$187K +$4.4K +242 +2%
AAM
1991
Augustine Asset Management
Florida
$187K +$4.93K +271 +2%
UF
1992
Univest Financial
Pennsylvania
$186K – – –
GJIC
1993
Gamble Jones Investment Counsel
California
$186K +$273 +15 +0.1%
MAG
1994
MRA Advisory Group
New Jersey
$186K +$44.2K +2,430 +24%
LCM
1995
Liberty Capital Management
Michigan
$185K -$41.8K -2,300 -16%
CIAS
1996
CFS Investment Advisory Services
New Jersey
$185K -$15.2K -835 -6%
CYG
1997
Clean Yield Group
Vermont
$185K – – –
CA
1998
Crewe Advisors
Utah
$185K +$3.08K +169 +1%
WWM
1999
Wolff Wiese Magana
California
$184K -$83.5K -4,591 -28%
PCMK
2000
Paragon Capital Management (Kansas)
Kansas
$184K -$18.2K -1,000 -8%