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Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
1976
Moss Adams Wealth Advisors
Washington
– -$272K -1,640 Closed
GFWA
1977
Grey Fox Wealth Advisors
Delaware
– -$262K -1,582 Closed
SRSA
1978
S.R. Schill & Associates
Washington
– -$262K -1,581 Closed
SSWM
1979
Sheets Smith Wealth Management
North Carolina
– -$259K -1,566 Closed
FC
1980
Fulcrum Capital
Washington
– -$257K -1,554 Closed
WIA
1981
World Investment Advisors
California
– -$257K -1,551 Closed
HTHT
1982
Hemenway Trust Hemenway Trust
New Hampshire
– -$256K -1,547 Closed
DI
1983
DDFG Inc
California
– -$256K -1,544 Closed
B
1984
Bellecapital
Switzerland
– -$255K -1,538 Closed
HVP
1985
Hudson Value Partners
Florida
– -$252K -1,524 Closed
AC
1986
Allstate Corporation
Illinois
– -$252K -1,523 Closed
Barrow, Hanley, Mewhinney & Strauss
1987
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$252K -1,522 Closed
MAC
1988
Mason & Associates (California)
California
– -$251K -1,516 Closed
SM
1989
Sweeney & Michel
California
– -$201K -1,515 Closed
PWM
1990
PBMares Wealth Management
Virginia
– -$251K -1,513 Closed
BFO
1991
Biltmore Family Office
North Carolina
– -$249K -1,502 Closed
PCG
1992
Prosperity Consulting Group
Maryland
– -$248K -1,497 Closed
CCFM
1993
Clear Creek Financial Management
Washington
– -$247K -1,489 Closed
SG
1994
Somerset Group
Minnesota
– -$243K -1,470 Closed
MWM
1995
Madison Wealth Management
Ohio
– -$241K -1,458 Closed
AIA
1996
Arbor Investment Advisors
North Carolina
– -$241K -1,456 Closed
PFA
1997
Pure Financial Advisors
California
– -$241K -1,455 Closed
FOA
1998
Five Oceans Advisors
California
– -$240K -1,452 Closed
KCM
1999
Kathmere Capital Management
Pennsylvania
– -$240K -1,448 Closed
CNC
2000
Citizens & Northern Corp
Pennsylvania
– -$239K -1,441 Closed