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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1976
Solstein Capital
California
$615
HFS
1977
Horizon Financial Services
North Carolina
$615 +$711 +3 New
DF
1978
DecisionPoint Financial
Arizona
$422 -$948 -4 -67%
OAG
1979
Oakmont Advisory Group
New Mexico
$410 +$474 +2 New
TCM
1980
Tradewinds Capital Management
Washington
$206 -$1.66K -7 -88%
RWS
1981
Retirement Wealth Solutions
Wisconsin
$206 -$1.18K -5 -83%
BFPW
1982
BOK Financial Private Wealth
Colorado
$206 +$237 +1 New
MCA
1983
Maryland Capital Advisors
Maryland
$206 +$237 +1 New
CFP
1984
Comprehensive Financial Planning
Pennsylvania
$205
DF
1985
Downshift Financial
Colorado
$205 +$237 +1 New
MWPCG
1986
Measured Wealth Private Client Group
New Hampshire
$177
CI
1987
Cordant Inc
Oregon
$107 +$237 +1 New
CCM
1988
Cantillon Capital Management
New York
-$248M -1,019,710 Closed
Holocene Advisors
1989
Holocene Advisors
New York
-$94.3M -388,000 Closed
TI
1990
Trexquant Investment
Connecticut
-$47.5M -200,539 Closed
Tudor Investment Corp
1991
Tudor Investment Corp
Connecticut
-$42.8M -180,591 Closed
GAM
1992
Guinness Asset Management
United Kingdom
-$34.4M -141,596 Closed
N
1993
Natixis
France
-$24.6M -101,242 Closed
PTPFOECYE
1994
PBU - The Pension Fund of Early Childhood & Youth Educators
-$21.8M -89,697 Closed
NSLI
1995
Nan Shan Life Insurance
Taiwan
-$18.7M -76,765 Closed
NC
1996
Nicholas Company
Wisconsin
-$18.4M -75,750 Closed
GPTE
1997
Generali Powszechne Towarzystwo Emerytalne
Poland
-$17.1M -70,350 Closed
FCIM
1998
Fairview Capital Investment Management
California
-$14.9M -61,247 Closed
GA
1999
GuoLine Advisory
Singapore
-$14.6M -60,020 Closed
DA
2000
Dash Acquisitions
California
-$11.6M -46,543 Closed