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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1976
Lenox Wealth Advisors
New York
$1.02M -$84.7K -424 -8%
BHA
1977
Beech Hill Advisors
New York
$1.02M
IA
1978
Independence Advisors
Pennsylvania
$1.02M +$47.9K +240 +5%
IAP
1979
Indie Asset Partners
Indiana
$1.02M
GWCM
1980
Godshalk Welsh Capital Management
Pennsylvania
$1.01M +$6.99K +35 +0.7%
EW
1981
Evoke Wealth
California
$1.01M +$121K +605 +14%
DWM
1982
Dorchester Wealth Management
Quebec, Canada
$1.01M -$85.9K -430 -8%
CAM
1983
Cozad Asset Management
Illinois
$1.01M
MMH
1984
Menora Mivtachim Holdings
Israel
$1M +$999K +5,000 New
NNP
1985
Nachman Norwood & Parrott
South Carolina
$998K +$39K +195 +4%
SEEDPG
1986
S.E.E.D. Planning Group
New York
$996K -$67.7K -339 -6%
FFC
1987
First Financial Corp
Indiana
$992K -$13.6K -68 -1%
AF
1988
Allworth Financial
California
$992K -$12.2K -61 -1%
SAM
1989
Strategy Asset Managers
California
$991K +$693K +3,470 +234%
WWM
1990
Windsor Wealth Management
Indiana
$989K +$53.7K +269 +6%
DA
1991
DSC Advisors
Illinois
$988K +$307K +1,537 +45%
AWE
1992
Avidian Wealth Enterprises
Texas
$980K +$87.1K +436 +10%
OAM
1993
Optimal Asset Management
California
$980K +$380K +1,900 +63%
ECM
1994
Estabrook Capital Management
New York
$978K +$4K +20 +0.4%
TIA
1995
Traphagen Investment Advisors
New Jersey
$977K +$14.2K +71 +1%
SIG
1996
Sky Investment Group
Connecticut
$975K +$305K +1,526 +46%
CBFP
1997
Cedar Brook Financial Partners
Ohio
$972K -$18.2K -91 -2%
GD
1998
Grandfield & Dodd
New York
$970K
GFPC
1999
Global Financial Private Client
Florida
$970K +$35K +175 +4%
SFSG
2000
Stearns Financial Services Group
North Carolina
$959K -$117K -586 -11%