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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1976
Proficio Capital Partners
Massachusetts
$271K -$98.8K -430 -28%
CM
1977
Columbus Macro
Pennsylvania
$271K +$4.14K +18 +2%
HHGA
1978
Halbert Hargrove Global Advisors
California
$271K +$8.73K +38 +4%
MMA
1979
Miracle Mile Advisors
California
$270K -$25K -109 -9%
NB
1980
Nicolet Bankshares
Wisconsin
$270K +$257K +1,117 New
PCIA
1981
Prime Capital Investment Advisors
Kansas
$269K – – –
IGWM
1982
ICA Group Wealth Management
Colorado
$269K +$252K +1,098 New
BP
1983
BCK Partners
New York
$267K -$4.59K -20 -2%
WA
1984
Waverly Advisors
Alabama
$267K +$9.42K +41 +4%
PR
1985
Payden & Rygel
California
$266K -$23.2M -101,040 -99%
VWM
1986
Venturi Wealth Management
Texas
$266K +$17.7K +77 +8%
SPWM
1987
Spartan Planning & Wealth Management
North Carolina
$266K +$253K +1,102 New
BOH
1988
Bank of Hawaii
Hawaii
$265K -$112K -486 -31%
FCT
1989
First Community Trust
Iowa
$265K +$4.59K +20 +2%
CWM
1990
Curi Wealth Management
North Carolina
$265K +$89.6K +390 +55%
AR
1991
Apeiron RIA
Texas
$264K +$2.99K +13 +1%
ACM
1992
AUA Capital Management
Pennsylvania
$264K +$46K +200 +22%
VCM
1993
Versant Capital Management
Arizona
$264K +$148K +646 +145%
SAM
1994
Smithbridge Asset Management
Pennsylvania
$263K – – –
GCA
1995
Gradient Capital Advisors
California
$262K -$19.1K -83 -7%
TPA
1996
Trivium Point Advisory
Connecticut
$262K +$14K +61 +6%
COF
1997
Capital One Financial
Virginia
$261K -$604K -2,630 -71%
TFS
1998
TrustCore Financial Services
Tennessee
$261K -$19.5K -85 -7%
RE
1999
RBC Europe
United Kingdom
$260K – – –
AA
2000
AlphaMark Advisors
Kentucky
$260K +$460 +2 +0.2%