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Name Holding Trade Value Shares
Change
Change in
Stake
PRS
1976
Pinkerton Retirement Specialists
Idaho
$273K
ANBT
1977
American National Bank & Trust
Texas
$273K +$22.3K +118 +6%
SFM
1978
Signet Financial Management
New Jersey
$273K -$26.1K -138 -6%
WC
1979
Weil Company
California
$272K -$379 -2 -0.1%
IIM
1980
InTrack Investment Management
Vermont
$272K +$419K +2,211 New
AAM
1981
Aureus Asset Management
Massachusetts
$272K -$947 -5 -0.2%
MFP
1982
Meridian Financial Partners
Virginia
$272K +$406K +2,142 New
KWA
1983
Kellett Wealth Advisors
Ohio
$272K +$9.47K +50 +2%
FMC
1984
First Merchants Corp
Indiana
$272K
CWM
1985
Catalyst Wealth Management
Georgia
$271K +$417K +2,202 New
AAM
1986
Ardevora Asset Management
United Kingdom
$271K -$35.7M -188,377 -99%
BWM
1987
Boyd Wealth Management
California
$271K +$4.73K +25 +1%
NGA
1988
Naples Global Advisors
Florida
$270K -$94.5K -499 -19%
FMTC
1989
Farmers & Merchants Trust Company
California
$270K -$108K -568 -21%
AC
1990
ASB Consultores
Florida
$270K +$71.2K +376 +21%
WFI
1991
West Family Investments
California
$269K -$844K -4,460 -67%
W
1992
WealthOne
New York
$269K -$32K -169 -7%
AWA
1993
Aletheian Wealth Advisors
Washington
$268K +$153K +809 +59%
NJBEST
1994
New Jersey Better Educational Savings Trust
New Jersey
$268K
BFA
1995
Beacon Financial Advisory
Ohio
$267K -$28.2K -149 -6%
MWA
1996
Monograph Wealth Advisors
California
$267K +$11.4K +60 +3%
AP
1997
AtonRa Partners
Switzerland
$267K -$356K -1,882 -46%
RCS
1998
Retirement Capital Strategies
California
$267K -$1.7K -9 -0.4%
MA
1999
MJP Associates
Connecticut
$267K -$227K -1,197 -36%
FCM
2000
Firestone Capital Management
Florida
$266K +$1.89K +10 +0.5%