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Name Holding Trade Value Shares
Change
Change in
Stake
BPW
1976
Bingham Private Wealth
California
– -$202K -1,229 Closed
RAM
1977
Redmond Asset Management
Virginia
– -$202K -1,226 Closed
NB
1978
Nicolet Bankshares
Wisconsin
– -$201K -1,223 Closed
VRM
1979
Vectors Research Management
New York
– -$201K -1,218 Closed
PPWM
1980
PFG Private Wealth Management
Florida
– -$181K -1,099 Closed
SFGP
1981
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$176K -1,069 Closed
RTC
1982
Riverview Trust Company
Washington
– -$90.7K -551 Closed
WF
1983
Wayfinding Financial
Washington
– -$88K -538 Closed
GFPC
1984
Global Financial Private Client
Florida
– -$71.3K -433 Closed
LWANC
1985
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$65.7K -399 Closed
AF
1986
Atala Financial
California
– -$60.9K -370 Closed
TCM
1987
TruNorth Capital Management
Michigan
– -$58K -352 Closed
WSC
1988
Wellington Shields & Co
New York
– -$45.6K -277 Closed
MIFH
1989
Migdal Insurance & Financial Holdings
Israel
– -$42K -257 Closed
MFA
1990
McClarren Financial Advisors
Pennsylvania
– -$35K -217 Closed
RAM
1991
Ramirez Asset Management
New York
– -$32.9K -200 Closed
SCB
1992
Saudi Central Bank
Saudi Arabia
– -$29.3K -178 Closed
WPA
1993
West Paces Advisors
Georgia
– -$27.3K -166 Closed
CHC
1994
City Holding Co
West Virginia
– -$24.2K -147 Closed
RWM
1995
Ruedi Wealth Management
Illinois
– -$21.6K -131 Closed
MTIC
1996
Missouri Trust & Investment Company
Missouri
– -$18.6K -113 Closed
HCP
1997
Hexagon Capital Partners
Arkansas
– -$11.5K -70 Closed
FWA
1998
FSC Wealth Advisors
New York
– -$10.2K -62 Closed
WAG
1999
Wiser Advisor Group
Arizona
– -$7.76K -47 Closed
CWC
2000
Carolinas Wealth Consulting
North Carolina
– -$7.58K -46 Closed