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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1976
Voleon Capital Management
California
$678K +$129K +378 +25%
LCM
1977
Lazari Capital Management
California
$677K -$112K -326 -15%
WFAG
1978
Worth Financial Advisory Group
North Carolina
$677K +$640K +1,870 New
SPI
1979
Santori & Peters Inc
Pennsylvania
$676K
ECA
1980
Elevated Capital Advisors
Utah
$675K -$375K -1,095 -37%
PP
1981
Paladin Partners
Wisconsin
$674K
IA
1982
Insight Advisors
Pennsylvania
$672K -$7.87K -23 -1%
BI
1983
Bolthouse Investments
California
$670K
BIA
1984
Beacon Investment Advisors
Maryland
$669K
AFA
1985
AA Financial Advisors
Ohio
$669K -$345K -1,009 -35%
CCM
1986
Compass Capital Management
Minnesota
$668K -$171K -500 -21%
DE
1987
Diversified Enterprises
Delaware
$667K +$4.11K +12 +0.7%
AAA
1988
American Alpha Advisors
New York
$666K +$9.24K +27 +1%
WFI
1989
West Family Investments
California
$664K +$10.3K +30 +2%
AFG
1990
Allegheny Financial Group
Pennsylvania
$663K -$1.71K -5 -0.3%
OL
1991
Optas LLC
Texas
$658K -$23.6K -69 -4%
GSWM
1992
Golden State Wealth Management
California
$657K +$2.05K +6 +0.3%
CWM
1993
Cornerstone Wealth Management
Missouri
$657K -$4.45K -13 -0.7%
CCFM
1994
Clear Creek Financial Management
Washington
$656K -$25.7K -75 -4%
SWA
1995
Sax Wealth Advisors
New Jersey
$655K +$148K +431 +30%
MWM
1996
Mattern Wealth Management
Kansas
$655K -$73.6K -215 -11%
WIC
1997
Woodmont Investment Counsel
Tennessee
$654K +$1.71K +5 +0.3%
LA
1998
Lifeworks Advisors
Michigan
$652K -$195K -571 -24%
BFWA
1999
Benchmark Financial Wealth Advisors
Florida
$652K -$8.9K -26 -1%
PR
2000
Payden & Rygel
California
$652K +$616K +1,800 New