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Name Holding Trade Value Shares
Change
Change in
Stake
KCAM
1976
Kagan Cocozza Asset Management
New Jersey
$555K – – –
ESB
1977
Essex Savings Bank
Connecticut
$554K +$1.41K +30 +0.2%
CCA
1978
Childress Capital Advisors
Texas
$553K +$29K +618 +5%
TMWM
1979
Taylor & Morgan Wealth Management
Michigan
$553K -$5.82K -124 -0.9%
MCWA
1980
Meadow Creek Wealth Advisors
Georgia
$552K +$24.3K +518 +4%
KFA
1981
Krane Funds Advisors
New York
$552K +$116K +2,480 +23%
CS
1982
Cannell & Spears
New York
$552K +$1.97K +42 +0.3%
BAM
1983
Boyar Asset Management
New York
$551K +$40.9K +872 +7%
HFRG
1984
Houlihan Financial Resource Group
Virginia
$550K -$27.8K -592 -4%
CH
1985
Cromwell Holdings
Wyoming
$550K – – –
MFG
1986
Mainsail Financial Group
Washington
$545K -$23.2K -495 -4%
VC
1987
Vicus Capital
Pennsylvania
$544K -$281 -6 -0%
MAM
1988
Madison Asset Management
Wisconsin
$543K +$94 +2 +0%
FOA
1989
Five Oceans Advisors
California
$542K -$7.88K -168 -1%
FB
1990
Finward Bancorp
Indiana
$541K -$2.11K -45 -0.4%
BM
1991
Berman McAleer
Maryland
$541K +$3.42K +73 +0.6%
BFS
1992
BridgePort Financial Solutions
Iowa
$540K +$76.6K +1,633 +15%
TT
1993
TI-Trust
Illinois
$540K +$19.6K +418 +3%
MG
1994
Marex Group
$538K -$106K -2,264 -15%
CA
1995
Cullinan Associates
Kentucky
$538K +$4.74K +101 +0.8%
CFD
1996
Creative Financial Designs
Indiana
$537K +$23.9K +510 +4%
CA
1997
Crumly & Associates
Illinois
$537K +$17K +362 +3%
PFS
1998
Physicians Financial Services
North Carolina
$537K -$4.69K -100 -0.8%
WG
1999
Wealth Group
North Carolina
$537K +$595K +12,688 New
AHL
2000
Abel Hall LLC
Louisiana
$537K -$33.2K -708 -5%