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Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
1976
Prime Capital Investment Advisors
Kansas
$269K
IGWM
1977
ICA Group Wealth Management
Colorado
$269K +$252K +1,098 New
BP
1978
BCK Partners
New York
$267K -$4.59K -20 -2%
WA
1979
Waverly Advisors
Alabama
$267K +$9.42K +41 +4%
PR
1980
Payden & Rygel
California
$266K -$23.2M -101,040 -99%
VWM
1981
Venturi Wealth Management
Texas
$266K +$17.7K +77 +8%
SPWM
1982
Spartan Planning & Wealth Management
North Carolina
$266K +$253K +1,102 New
BOH
1983
Bank of Hawaii
Hawaii
$265K -$112K -486 -31%
FCT
1984
First Community Trust
Iowa
$265K +$4.59K +20 +2%
CWM
1985
Curi Wealth Management
North Carolina
$265K +$89.6K +390 +55%
AR
1986
Apeiron RIA
Texas
$264K +$2.99K +13 +1%
ACM
1987
AUA Capital Management
Pennsylvania
$264K +$46K +200 +22%
VCM
1988
Versant Capital Management
Arizona
$264K +$148K +646 +145%
SAM
1989
Smithbridge Asset Management
Pennsylvania
$263K
GCA
1990
Gradient Capital Advisors
California
$262K -$19.1K -83 -7%
TPA
1991
Trivium Point Advisory
Connecticut
$262K +$14K +61 +6%
COF
1992
Capital One Financial
Virginia
$261K -$604K -2,630 -71%
TFS
1993
TrustCore Financial Services
Tennessee
$261K -$19.5K -85 -7%
RE
1994
RBC Europe
United Kingdom
$260K
AA
1995
AlphaMark Advisors
Kentucky
$260K +$460 +2 +0.2%
GWM
1996
Gray Wealth Management
Maine
$260K +$689 +3 +0.3%
HFS
1997
Hantz Financial Services
Michigan
$259K -$33.1K -144 -12%
SAA
1998
Southeast Asset Advisors
Georgia
$259K
GWANC
1999
Guardian Wealth Advisors (North Carolina)
North Carolina
$258K -$33.8K -147 -12%
FCFC
2000
First Commonwealth Financial Corp
Pennsylvania
$258K -$17.5K -76 -7%