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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1976
Pure Financial Advisors
California
$933K +$413K +15,188 +82%
MMA
1977
Miracle Mile Advisors
California
$931K -$33.6K -1,236 -4%
GCM
1978
Glynn Capital Management
California
$927K
BWA
1979
Burt Wealth Advisors
Maryland
$916K +$893K +32,816 New
NP
1980
NorthRock Partners
Minnesota
$914K +$901K +33,128 New
RT
1981
Rockland Trust
Massachusetts
$911K +$29.4K +1,080 +3%
SMC
1982
Smith, Moore & Co
Missouri
$904K +$101K +3,716 +13%
FHB
1983
First Hawaiian Bank
Hawaii
$900K -$119K -4,376 -12%
NBC
1984
Neuberger Berman Canada
Ontario, Canada
$897K -$293K -10,752 -25%
RAM
1985
Redmond Asset Management
Virginia
$896K +$403K +14,800 +84%
PP
1986
PDT Partners
New York
$894K -$35.6M -1,306,700 -98%
OAM
1987
Occidental Asset Management
California
$894K -$34.8K -1,280 -4%
AC
1988
Addison Capital
Pennsylvania
$892K +$243K +8,944 +38%
AWM
1989
Avior Wealth Management
Nebraska
$890K -$98.8K -3,632 -10%
PP
1990
Peconic Partners
New York
$889K
IT
1991
Investors Trust
Texas
$887K -$230K -8,456 -21%
LIM
1992
Lathrop Investment Management
Arkansas
$884K
GAM
1993
Garrison Asset Management
Arkansas
$881K
VNA
1994
VNBTrust National Association
Virginia
$876K +$21.8K +800 +3%
NFG
1995
Noven Financial Group
Colorado
$874K +$19.5K +716 +2%
PAMG
1996
Patton Albertson Miller Group
Tennessee
$874K +$245K +8,992 +40%
VFP
1997
Verus Financial Partners
Virginia
$873K +$326 +12 +0%
AssetMark Inc
1998
AssetMark Inc
California
$872K -$62.8K -2,308 -7%
GAM
1999
Gemmer Asset Management
California
$864K -$9.79K -360 -1%
MPIA
2000
Mountain Pacific Investment Advisers
Idaho
$863K