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Name Holding Trade Value Shares
Change
Change in
Stake
BBNB
1976
Baker Boyer National Bank
Washington
$468K +$48.3K +247 +10%
BBA
1977
Braun-Bostich & Associates
Pennsylvania
$467K +$3.13K +16 +0.6%
LRPA
1978
L. Roy Papp & Associates
Arizona
$467K
RWMG
1979
Redwood Wealth Management Group
New Jersey
$467K -$2.73K -14 -0.5%
AT
1980
Arvest Trust
Oklahoma
$466K -$48.5K -248 -9%
LA
1981
Lynch & Associates
Indiana
$466K
CWA
1982
Consilio Wealth Advisors
Washington
$466K -$47.7K -244 -8%
IFA
1983
Index Fund Advisors
California
$466K +$259K +1,326 +100%
IWA
1984
IVC Wealth Advisors
Pennsylvania
$464K +$354K +1,810 +218%
SFG
1985
Sterling Financial Group
California
$464K +$225K +1,154 +78%
CWM
1986
Collaborative Wealth Management
Florida
$464K +$516K +2,641 New
KCIC
1987
Kuhn & Co Investment Counsel
Illinois
$463K -$26.8K -137 -5%
OFG
1988
Oxford Financial Group
Indiana
$461K -$95.9K -491 -16%
DFA
1989
Davies Financial Advisors
California
$460K +$511K +2,615 New
RFWA
1990
RPg Family Wealth Advisory
Massachusetts
$459K -$80.1K -410 -14%
CC
1991
Cornerstone Capital
California
$458K -$50.8K -260 -9%
RFP
1992
Root Financial Partners
California
$457K +$90.3K +462 +22%
C
1993
CEDRUS
Colorado
$455K -$26.2K -134 -5%
BFIC
1994
Bedell Frazier Investment Counselling
California
$455K +$14.1K +72 +3%
NCTC
1995
New Covenant Trust Company
Indiana
$454K +$505K +2,583 New
GWM
1996
Greenwich Wealth Management
Connecticut
$453K +$89.3K +457 +22%
BFWM
1997
Bright Futures Wealth Management
New York
$452K +$447K +2,288 New
TAM
1998
TCP Asset Management
Ohio
$451K +$501K +2,566 New
FRA
1999
Frank Rimerman Advisors
California
$451K -$942K -4,824 -65%
MCI
2000
MRP Capital Investments
Georgia
$451K +$5.86K +30 +1%