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Name Holding Trade Value Shares
Change
Change in
Stake
ME
1976
McIlrath & Eck
Washington
$483K -$72.8K -1,804 -14%
FA
1977
FDx Advisors
Illinois
$482K -$1.77M -43,963 -79%
RC
1978
Reik & Co
New York
$481K – – –
D
1979
Diversified
Delaware
$481K +$46.5K +1,153 +11%
CSI
1980
Cross Staff Investments
New York
$479K -$20.9K -519 -4%
BCM
1981
BluePath Capital Management
Georgia
$474K -$13K -322 -3%
WBCM
1982
Wilson & Boucher Capital Management
California
$473K -$40.3K -1,000 -8%
Aspiriant LLC
1983
Aspiriant LLC
California
$472K -$35.9K -889 -7%
FSCM
1984
Front Street Capital Management
Montana
$472K -$54.6K -1,354 -11%
OL
1985
Optas LLC
Texas
$472K +$42.5K +1,053 +10%
AWS
1986
Arkfeld Wealth Strategies
Nebraska
$471K -$21.4K -530 -4%
AA
1987
Alta Advisers
United Kingdom
$470K – – –
MWM
1988
Mattern Wealth Management
Kansas
$470K -$6.05K -150 -1%
LIG
1989
Lokken Investment Group
Delaware
$470K +$5.49K +136 +1%
BP
1990
BBR Partners
New York
$470K +$452K +11,194 New
LGA
1991
Lebenthal Global Advisors
New York
$470K -$40.5K -1,003 -8%
Fayez Sarofim & Co
1992
Fayez Sarofim & Co
Texas
$469K +$27.6K +684 +7%
PWP
1993
Precedent Wealth Partners
Texas
$469K +$84K +2,082 +23%
HAIM
1994
Hunter Associates Investment Management
Pennsylvania
$468K +$12.4K +308 +3%
MWM
1995
Mosley Wealth Management
California
$468K -$13.1K -326 -3%
WHC
1996
Wulff, Hansen & Co
California
$468K -$4.03K -100 -0.9%
FAT
1997
First American Trust
California
$468K +$204K +5,057 +83%
HS
1998
Horan Securities
United States
$467K +$62.3K +1,545 +16%
IPWA
1999
International Private Wealth Advisors
California
$466K +$182K +4,524 +69%
SLT
2000
St Louis Trust
Missouri
$466K +$181K +4,496 +68%