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Name Holding Trade Value Shares
Change
Change in
Stake
TFIPS
1976
Towarzystwo Funduszy Inwestycyjnych PZU SA
$214K +$26.1K +120 +15%
SW
1977
SlateStone Wealth
Florida
$214K – – –
MWM
1978
Marietta Wealth Management
Georgia
$214K +$205K +945 New
EFL
1979
ERn Financial LLC
Wisconsin
$213K +$204K +939 New
LA
1980
Latitude Advisors
Florida
$212K +$3.26K +15 +2%
SPC
1981
Stewart & Patten Company
California
$212K +$203K +936 New
DHFB
1982
Dixon Hubard Feinour & Brown
Virginia
$211K – – –
GG
1983
Greenwood Gearhart
Arkansas
$211K – – –
JHCP
1984
Jackson Hole Capital Partners
Oklahoma
$211K – – –
OFG
1985
Omega Financial Group
California
$211K – – –
MAWCM
1986
Mine & Arao Wealth Creation & Management
California
$209K – – –
FA
1987
Financial Advisors
Massachusetts
$209K +$1.95K +9 +1%
SFP
1988
Sterling Financial Planning
New Jersey
$208K -$104K -480 -34%
AWAP
1989
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K – – –
IIC
1990
Integrated Investment Consultants
Michigan
$207K +$198K +912 New
CCA
1991
Clearwater Capital Advisors
Illinois
$207K +$199K +915 New
HNW
1992
High Note Wealth
Minnesota
$207K +$199K +915 New
AOG
1993
Alpha Omega Group
Virginia
$206K – – –
LFA
1994
Landmark Financial Advisors
Kentucky
$206K – – –
BFIM
1995
Beese Fulmer Investment Management
Ohio
$206K +$197K +909 New
MG
1996
Mather Group
Illinois
$206K +$197K +909 New
QAM
1997
QCI Asset Management
New York
$205K -$13K -60 -6%
TFA
1998
Tobias Financial Advisors
Florida
$205K -$6.51K -30 -3%
TCM
1999
Tufton Capital Management
Maryland
$205K – – –
AWA
2000
Alaska Wealth Advisors
Alaska
$205K +$196K +903 New