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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
1976
Cherry Creek Investment Advisors
Colorado
$476K -$47.4K -1,281 -9%
EWA
1977
Encompass Wealth Advisors
Oregon
$476K -$3.44K -93 -0.7%
AF
1978
Apexium Financial
Texas
$473K -$40.4K -1,092 -8%
FCIM
1979
Fairview Capital Investment Management
California
$472K -$7.85K -212 -2%
MJRIC
1980
Mogy Joel R Investment Counsel
California
$472K -$73.1K -1,976 -13%
FNB
1981
Farmers National Bank
Kentucky
$472K +$210K +5,680 +81%
WA
1982
Wealth Architects
California
$471K -$36.6K -988 -7%
SI
1983
Saxon Interests
Texas
$471K +$2.33K +63 +0.5%
FPWM
1984
FSB Premier Wealth Management
Iowa
$471K +$6.07K +164 +1%
HCM
1985
Highlander Capital Management
New Jersey
$469K +$37K +1,001 +9%
BWM
1986
Baystate Wealth Management
Massachusetts
$469K -$54.1K -1,462 -10%
W
1987
WealthOne
New York
$467K +$22.6K +610 +5%
BIG
1988
Boothe Investment Group
Delaware
$466K +$66.5K +1,796 +17%
BIAS
1989
Beacon Investment Advisory Services
New Jersey
$465K -$383K -10,359 -45%
SIM
1990
Stratos Investment Management
Ohio
$463K -$3.4M -91,917 -88%
MAWAG
1991
Mid-American Wealth Advisory Group
Missouri
$462K +$491K +13,265 New
PWM
1992
PBMares Wealth Management
Virginia
$462K +$3.18K +86 +0.7%
BFG
1993
Bouchey Financial Group
New York
$462K +$76.8K +2,076 +20%
SI
1994
Symmetry Investments
Jersey
$462K +$134K +3,623 +41%
PSB
1995
Piscataqua Savings Bank
New Hampshire
$461K -$106K -2,860 -19%
WTFG
1996
Wells Trecaso Financial Group
Ohio
$461K -$14.2K -383 -3%
CCP
1997
Cassia Capital Partners
North Carolina
$461K +$98.4K +2,659 +27%
WA
1998
Waddell & Associates
Tennessee
$460K -$90.6K -2,448 -17%
FNC
1999
First National Corp
Massachusetts
$460K -$397K -10,719 -46%
KA
2000
Klingman & Associates
New York
$460K +$20.2K +546 +5%