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Name Holding Trade Value Shares
Change
Change in
Stake
D
1976
Diversified
Delaware
$481K +$46.5K +1,153 +11%
CSI
1977
Cross Staff Investments
New York
$479K -$20.9K -519 -4%
BCM
1978
BluePath Capital Management
Georgia
$474K -$13K -322 -3%
WBCM
1979
Wilson & Boucher Capital Management
California
$473K -$40.3K -1,000 -8%
AL
1980
Aspiriant LLC
California
$472K -$35.9K -889 -7%
FSCM
1981
Front Street Capital Management
Montana
$472K -$54.6K -1,354 -11%
OL
1982
Optas LLC
Texas
$472K +$42.5K +1,053 +10%
AWS
1983
Arkfeld Wealth Strategies
Nebraska
$471K -$21.4K -530 -4%
AA
1984
Alta Advisers
United Kingdom
$470K
MWM
1985
Mattern Wealth Management
Kansas
$470K -$6.05K -150 -1%
LIG
1986
Lokken Investment Group
Delaware
$470K +$5.49K +136 +1%
BP
1987
BBR Partners
New York
$470K +$452K +11,194 New
LGA
1988
Lebenthal Global Advisors
New York
$470K -$40.5K -1,003 -8%
Fayez Sarofim & Co
1989
Fayez Sarofim & Co
Texas
$469K +$27.6K +684 +7%
PWP
1990
Precedent Wealth Partners
Texas
$469K +$84K +2,082 +23%
HAIM
1991
Hunter Associates Investment Management
Pennsylvania
$468K +$12.4K +308 +3%
MWM
1992
Mosley Wealth Management
California
$468K -$13.1K -326 -3%
WHC
1993
Wulff, Hansen & Co
California
$468K -$4.03K -100 -0.9%
FAT
1994
First American Trust
California
$468K +$204K +5,057 +83%
HS
1995
Horan Securities
United States
$467K +$62.3K +1,545 +16%
IPWA
1996
International Private Wealth Advisors
California
$466K +$182K +4,524 +69%
SLT
1997
St Louis Trust
Missouri
$466K +$181K +4,496 +68%
CWM
1998
Congress Wealth Management
Massachusetts
$465K -$915K -22,694 -67%
PSB
1999
Piscataqua Savings Bank
New Hampshire
$464K -$766 -19 -0.2%
ALAM
2000
Asahi Life Asset Management
Japan
$463K -$346K -8,580 -44%