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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1976
Strategic Investment Advisors
Michigan
$10.1M -$502K -3,201 -4%
MFC
1977
Mechanics Financial Corp
Ohio
$10.1M -$122K -777 -1%
FA
1978
Fermata Advisors
California
$10M -$100K -637 -0.9%
TWM
1979
TLW Wealth Management
Florida
$10M -$1.55M -9,847 -12%
FRA
1980
Frank Rimerman Advisors
California
$10M -$785 -5 -0%
AG
1981
Advocate Group
Minnesota
$10M -$398K -2,539 -3%
PI
1982
PEAK6 Investments
Illinois
$9.97M +$11.3M +72,141 +2,404,700%
UF
1983
Univest Financial
Pennsylvania
$9.96M -$571K -3,641 -5%
LAIC
1984
Lederer & Associates Investment Counsel
California
$9.96M -$234K -1,491 -2%
LWMM
1985
Legacy Wealth Management (Mississippi)
Mississippi
$9.96M -$197K -1,258 -2%
KCM
1986
KRS Capital Management
Michigan
$9.91M -$49.6K -316 -0.4%
FNBOMD
1987
First National Bank of Mount Dora
Florida
$9.9M +$64K +408 +0.6%
NIC
1988
Northwest Investment Counselors
Oregon
$9.89M -$27.3K -174 -0.2%
BHB
1989
Bank Hapoalim BM
Israel
$9.88M -$654K -4,167 -6%
BWA
1990
Blodgett Wealth Advisors
California
$9.88M -$877K -5,587 -7%
AIP
1991
Alapocas Investment Partners
Massachusetts
$9.88M +$152K +970 +1%
WDC
1992
Woodward Diversified Capital
California
$9.88M -$43.5K -277 -0.4%
NDSI
1993
Newman Dignan & Sheerar Inc
Rhode Island
$9.88M -$71.4K -455 -0.6%
TIA
1994
Tiemann Investment Advisors
California
$9.86M -$710K -4,523 -6%
LFG
1995
Larson Financial Group
Missouri
$9.86M +$3.52M +22,413 +46%
KWS
1996
Keystone Wealth Services
California
$9.84M +$146K +928 +1%
CHP
1997
Cable Hill Partners
Oregon
$9.84M -$211K -1,346 -2%
V
1998
VeraBank
Texas
$9.84M -$174K -1,108 -2%
MPIM
1999
McGinn Penninger Investment Management
Virginia
$9.83M +$286K +1,825 +3%
MCM
2000
McDonough Capital Management
Florida
$9.82M +$63.6K +405 +0.6%