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Name Holding Trade Value Shares
Change
Change in
Stake
NC
1976
NovaPoint Capital
Georgia
$257K +$4.94K +21 +2%
BAM
1977
Bruderman Asset Management
New York
$256K
LFGH
1978
Lee Financial Group Hawaii
Hawaii
$256K
RWP
1979
RWA Wealth Partners
Massachusetts
$256K +$233K +990 New
SWM
1980
Segment Wealth Management
Texas
$253K -$12K -51 -5%
IDA
1981
Intelligence Driven Advisers
California
$253K +$2.12K +9 +0.9%
SSG
1982
Summit Securities Group
New York
$252K -$401K -1,704 -64%
HPWA
1983
Hall Private Wealth Advisors
North Carolina
$252K -$159K -675 -41%
CFG
1984
CKW Financial Group
Hawaii
$252K -$28.2K -120 -11%
ECML
1985
Eagle Capital Management (Louisiana)
Louisiana
$252K
FDCC
1986
Foster Dykema Cabot & Co
Massachusetts
$252K
HTHT
1987
Hemenway Trust Hemenway Trust
New Hampshire
$252K
NCM
1988
Nelson Capital Management
California
$252K
BSB
1989
Bangor Savings Bank
Maine
$252K +$3.53K +15 +2%
GWM
1990
Greenwich Wealth Management
Connecticut
$252K +$4.94K +21 +2%
BWM
1991
BT Wealth Management
Georgia
$252K +$6.36K +27 +3%
AL
1992
ACAS LLC
California
$251K
IF
1993
Insight Folios
North Carolina
$250K +$227K +966 New
MAS
1994
Managed Account Services
Florida
$249K +$227K +963 New
TFCP
1995
Twin Focus Capital Partners
Massachusetts
$249K +$227K +963 New
GFPC
1996
Global Financial Private Client
Florida
$249K -$9.88K -42 -4%
SFA
1997
Seneca Financial Advisors
New York
$248K -$1.41K -6 -0.6%
BIA
1998
Bigelow Investment Advisors
Maine
$248K
OFS
1999
Oldfather Financial Services
Nebraska
$247K +$169K +717 New
RWA
2000
River Wealth Advisors
Pennsylvania
$247K +$225K +957 New