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Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
1976
First Western Trust Bank
Colorado
$214K -$16.1K -944 -7%
OPWM
1977
Oxinas Partners Wealth Management
Indiana
$214K +$9.66K +566 +5%
UF
1978
Univest Financial
Pennsylvania
$214K -$18.9K -1,106 -8%
IGGA
1979
Iron Gate Global Advisors
Utah
$214K +$30.1K +1,762 +17%
MSR
1980
Main Street Research
Connecticut
$213K +$207K +12,130 New
UAS
1981
United Asset Strategies
New York
$213K -$60.1K -3,519 -23%
IP
1982
Investment Partners
Ohio
$212K -$33K -1,934 -14%
Calamos Wealth Management
1983
Calamos Wealth Management
Illinois
$212K +$5.17K +303 +3%
FCFC
1984
First Commonwealth Financial Corp
Pennsylvania
$212K – – –
WEG
1985
World Equity Group
Illinois
$211K -$105K -6,163 -34%
HI
1986
Harrington Investments
California
$211K -$43.4K -2,540 -17%
CB
1987
CNB Bank
Pennsylvania
$211K -$47.3K -2,771 -19%
VDBMI
1988
Van Den Berg Management I
Texas
$210K – – –
WB
1989
West Bancorporation
Iowa
$210K – – –
MWA
1990
Muirfield Wealth Advisors
North Carolina
$210K +$632 +37 +0.3%
HIA
1991
Harbor Investment Advisory
Maryland
$209K +$7.6K +445 +4%
OSNBOA
1992
Old Second National Bank of Aurora
Illinois
$209K -$52.9K -3,100 -21%
CB
1993
Centennial Bank
Arkansas
$209K -$20K -1,172 -9%
Vanguard Capital Wealth Advisors
1994
Vanguard Capital Wealth Advisors
Colorado
$209K -$6.18K -362 -3%
PWP
1995
Phillips Wealth Planners
Mississippi
$209K +$47.1K +2,760 +27%
CW
1996
CIC Wealth
Maryland
$208K -$1.6K -94 -0.8%
Legacy Financial Group (Iowa)
1997
Legacy Financial Group (Iowa)
Iowa
$208K +$202K +11,819 New
BFWM
1998
Bright Futures Wealth Management
New York
$207K +$189K +11,049 New
PWH
1999
Priebe Wealth Holdings
Minnesota
$207K -$10.3K -606 -5%
SFG
2000
Sather Financial Group
Texas
$206K +$5.74K +336 +3%