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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1976
Steph & Co
Wisconsin
$488K – – –
PP
1977
Patron Partners
Texas
$487K -$34.8K -326 -7%
GLLW
1978
Graves Light Lenhart Wealth
Virginia
$487K +$476K +4,468 New
EP
1979
Eudaimonia Partners
Tennessee
$485K -$7.46K -70 -2%
Jump Financial
1980
Jump Financial
Illinois
$485K -$464K -4,350 -49%
PWMG
1981
Pinnacle Wealth Management Group
Michigan
$483K -$162K -1,520 -26%
KFA
1982
Kelleher Financial Advisors
New York
$481K +$117K +1,100 +33%
LSV Asset Management
1983
LSV Asset Management
Illinois
$480K -$42.6K -400 -8%
HS
1984
Horan Securities
United States
$479K +$4.9K +46 +1%
CWM
1985
Centric Wealth Management
Illinois
$479K +$99.6K +934 +26%
CBFP
1986
Cedar Brook Financial Partners
Ohio
$477K +$320 +3 +0.1%
CA
1987
Claro Advisors
Massachusetts
$476K -$118K -1,110 -20%
CPP
1988
Capasso Planning Partners
South Carolina
$476K +$44.3K +416 +11%
PWMG
1989
Prestige Wealth Management Group
New Jersey
$476K -$530K -4,975 -53%
EIP
1990
Ellis Investment Partners
Pennsylvania
$476K +$746 +7 +0.2%
CISOA
1991
Capital Investment Services of America
Wisconsin
$475K -$1.6K -15 -0.3%
OCPWS
1992
One Charles Private Wealth Services
Massachusetts
$474K -$5.33K -50 -1%
FCA
1993
FLC Capital Advisors
California
$473K – – –
Cookson Peirce & Co
1994
Cookson Peirce & Co
Pennsylvania
$473K +$462K +4,337 New
TCWM
1995
Total Clarity Wealth Management
Illinois
$472K -$959 -9 -0.2%
DOA
1996
D'Orazio & Associates
Virginia
$471K +$219K +2,055 +91%
CBT
1997
CoreFirst Bank & Trust
Kansas
$471K -$7.25K -68 -2%
CL
1998
COWA LLC
Oklahoma
$470K +$21.3K +200 +5%
EVM
1999
Evelyn V. Moreno
$470K -$138K -1,293 -23%
GSC
2000
Grey Street Capital
Illinois
$469K – – –