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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1976
Cetera Trust Company
Minnesota
$2.9M -$137K -425 -4%
BHA
1977
Beech Hill Advisors
New York
$2.9M +$638K +1,984 +26%
FAL
1978
Focused Alpha LLC
Colorado
$2.89M -$119K -369 -4%
SIA
1979
Schear Investment Advisers
Ohio
$2.89M +$4.82K +15 +0.2%
PL
1980
Perpetual Ltd
Australia
$2.89M +$774K +2,408 +34%
CWA
1981
Crusonia Wealth Advisors
Colorado
$2.89M -$70.4K -219 -2%
CCT
1982
Chemung Canal Trust
New York
$2.89M -$1.45M -4,508 -32%
LAM
1983
L2 Asset Management
Massachusetts
$2.88M +$255K +794 +9%
LAIC
1984
Lederer & Associates Investment Counsel
California
$2.88M -$11.9K -37 -0.4%
ATWA
1985
Arbor Trust Wealth Advisors
Michigan
$2.87M -$150K -467 -5%
KGC
1986
Kennon-Green & Company
Ohio
$2.86M -$100K -312 -3%
WPW
1987
Waldron Private Wealth
Pennsylvania
$2.84M +$50.2K +156 +2%
MAM
1988
MWA Asset Management
Massachusetts
$2.84M +$105K +325 +4%
SMH
1989
Sanders Morris Harris
Texas
$2.84M +$3.02M +9,402 New
DAS
1990
Diversify Advisory Services
Utah
$2.84M -$8.05M -25,038 -75%
TP
1991
TritonPoint Partners
Maryland
$2.84M +$360K +1,119 +14%
DC
1992
DeDora Capital
California
$2.82M +$27K +84 +0.9%
PMWMG
1993
Parr McKnight Wealth Management Group
Minnesota
$2.81M +$439K +1,365 +17%
TAP
1994
Tounjian Advisory Partners
Florida
$2.81M -$97.8K -304 -3%
TWM
1995
TCFG Wealth Management
California
$2.81M +$14.8K +46 +0.5%
TIA
1996
TCFG Investment Advisors
California
$2.81M +$2.99M +9,290 New
AW
1997
Alaethes Wealth
Nevada
$2.8M +$18.3K +57 +0.6%
WCM
1998
Washburn Capital Management
Florida
$2.8M -$45.3K -141 -1%
ACL
1999
Applied Capital LLC
Florida
$2.8M -$63K -196 -2%
CAG
2000
Csenge Advisory Group
Florida
$2.79M +$135K +421 +5%