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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1976
Hazlett, Burt & Watson
West Virginia
$537K -$49.6K -1,316 -9%
DAC
1977
Dividend Assets Capital
South Carolina
$536K -$51.4K -1,365 -9%
WWM
1978
Windsor Wealth Management
Indiana
$533K -$29.6K -785 -6%
CAG
1979
Crestwood Advisors Group
Massachusetts
$533K -$266K -7,060 -34%
MCM
1980
McKinley Capital Management
Alaska
$532K +$8.85K +235 +2%
RSA
1981
River Street Advisors
Illinois
$531K +$508K +13,482 New
MTWM
1982
Masso Torrence Wealth Management
New Jersey
$531K -$46.9K -1,246 -8%
CSI
1983
Cross Staff Investments
New York
$530K -$165K -4,370 -25%
KCM
1984
Kathmere Capital Management
Pennsylvania
$529K -$16.9K -448 -3%
BWP
1985
BSW Wealth Partners
Colorado
$529K -$187K -4,951 -27%
AC
1986
Apella Capital
Connecticut
$529K +$100K +2,656 +25%
WTA
1987
Washington Trust Advisors
Massachusetts
$528K -$34.4K -912 -6%
NFC
1988
Northeast Financial Consultants
Connecticut
$526K -$466K -12,368 -48%
SBL
1989
Sargent Bickham Lagudis
Colorado
$525K -$67K -1,778 -12%
AF
1990
Apexium Financial
Texas
$523K -$7.72K -205 -2%
CA
1991
Capital Advantage
California
$523K -$25.5K -677 -5%
AL
1992
Aspiriant LLC
California
$521K +$81.2K +2,154 +19%
BFIC
1993
Bedell Frazier Investment Counselling
California
$520K -$166K -4,410 -25%
KC
1994
Knuff & Co
California
$520K -$10.9K -290 -2%
SMWM
1995
Silvia McColl Wealth Management
California
$518K +$495K +13,146 New
PMA
1996
Prudent Man Advisors
Illinois
$517K +$7.88K +209 +2%
DAM
1997
Derbend Asset Management
Georgia
$512K -$38.1K -1,010 -7%
MCWS
1998
McKinley Carter Wealth Services
West Virginia
$511K -$34.4K -913 -7%
PWM
1999
PBMares Wealth Management
Virginia
$510K -$58K -1,540 -11%
LA
2000
Latitude Advisors
Florida
$510K -$38.5K -1,022 -7%