Name Holding Trade Value Shares
Change
Change in
Stake
VC
1976
Vicus Capital
Pennsylvania
$646K -$122K -2,631 -17%
MAM
1977
Madison Asset Management
Wisconsin
$644K – – –
FB
1978
Finward Bancorp
Indiana
$644K -$4.59K -99 -0.8%
BONH
1979
Bank of New Hampshire
New Hampshire
$642K -$29.8K -643 -5%
PFS
1980
Physicians Financial Services
North Carolina
$642K -$114K -2,467 -16%
WEG
1981
World Equity Group
Illinois
$642K -$31.3K -676 -5%
HBW
1982
Hazlett, Burt & Watson
West Virginia
$640K -$42.6K -919 -7%
VFG
1983
Victory Financial Group
Texas
$638K +$63.8K +1,376 +12%
SB
1984
SIG Brokerage
New York
$638K +$589K +12,711 New
BM
1985
Berman McAleer
Maryland
$638K +$9.55K +206 +2%
PAM
1986
PCG Asset Management
New Jersey
$637K +$2.41K +52 +0.4%
AS
1987
Aware Super
Australia
$635K +$586K +12,648 New
IIL
1988
Income Insurance Ltd
$634K – – –
PWM
1989
Palacios Wealth Management
Florida
$634K +$86.3K +1,863 +16%
PWAM
1990
Private Wealth Asset Management
Iowa
$633K -$8.25K -178 -1%
CA
1991
Cullinan Associates
Kentucky
$633K – – –
HP
1992
Holistic Planning
Texas
$629K -$14.9K -321 -2%
MCWA
1993
Meadow Creek Wealth Advisors
Georgia
$629K -$5.56K -120 -0.9%
CCAM
1994
Cascades Capital Asset Management
North Carolina
$629K -$111K -2,398 -16%
RRA
1995
Round Rock Advisors
Connecticut
$628K +$14.1K +305 +2%
SMWM
1996
Silvia McColl Wealth Management
California
$628K +$2.32K +50 +0.4%
WA
1997
Wealth Architects
California
$627K +$10.9K +235 +2%
Members Trust
1998
Members Trust
Florida
$627K -$23.2K -500 -4%
PCA
1999
Prosperity Capital Advisors
Ohio
$626K +$185K +3,992 +47%
CCA
2000
Childress Capital Advisors
Texas
$625K -$106K -2,284 -16%