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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1976
Angeles Wealth Management
California
– -$254K -1,881 Closed
OL
1977
one8zero8 LLC
North Carolina
– -$253K -1,875 Closed
NJIM
1978
Nabity-Jensen Investment Management
Nebraska
– -$253K -1,872 Closed
HL
1979
HeadInvest LLC
Maine
– -$253K -1,868 Closed
HTIM
1980
Harbour Trust & Investment Management
Indiana
– -$252K -1,865 Closed
RBFC
1981
Roman Butler Fullerton & Co
Missouri
– -$265K -1,861 Closed
SW
1982
SkyOak Wealth
Michigan
– -$251K -1,859 Closed
EWA
1983
Encompass Wealth Advisors
Oregon
– -$250K -1,850 Closed
KCPG
1984
Kavar Capital Partners Group
Kansas
– -$250K -1,849 Closed
FPCP
1985
Fort Point Capital Partners
California
– -$249K -1,841 Closed
SSWM
1986
Sheets Smith Wealth Management
North Carolina
– -$248K -1,838 Closed
VWM
1987
Vigilare Wealth Management
Arizona
– -$248K -1,837 Closed
LPAM
1988
Lodestar Private Asset Management
California
– -$248K -1,836 Closed
SB
1989
Simmons Bank
Arkansas
– -$248K -1,836 Closed
RCM
1990
RB Capital Management
Nevada
– -$248K -1,835 Closed
WMA
1991
West Michigan Advisors
Michigan
– -$248K -1,833 Closed
JF
1992
JSF Financial
California
– -$244K -1,806 Closed
GMFG
1993
Greater Midwest Financial Group
Minnesota
– -$244K -1,804 Closed
SPWM
1994
Schrum Private Wealth Management
Florida
– -$244K -1,802 Closed
BFC
1995
Bedel Financial Consulting
Indiana
– -$242K -1,789 Closed
FWCM
1996
Ferguson Wellman Capital Management
Oregon
– -$241K -1,783 Closed
FAT
1997
First American Trust
California
– -$241K -1,780 Closed
ISB
1998
Iowa State Bank
Iowa
– -$240K -1,774 Closed
PPWM
1999
Paragon Private Wealth Management
Kentucky
– -$239K -1,771 Closed
CTC
2000
Corundum Trust Company
South Dakota
– -$239K -1,768 Closed