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Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
1976
Castle Rock Wealth Management
California
$259K -$519K -2,142 -67%
GAM
1977
Gemmer Asset Management
California
$259K
HCM
1978
Hengehold Capital Management
Ohio
$259K
KPW
1979
Kore Private Wealth
New York
$258K +$242 +1 +0.1%
SRC
1980
Stone Run Capital
New York
$257K
PCP
1981
Proficio Capital Partners
Massachusetts
$257K +$1.7K +7 +0.6%
AFA
1982
American Financial Advisors
Georgia
$257K +$276K +1,140 New
DLCIG
1983
D.L. Carlson Investment Group
New Hampshire
$256K -$16.2K -67 -6%
HWM
1984
Horizon Wealth Management
Illinois
$256K +$47.8K +197 +21%
DAM
1985
Delta Asset Management
Tennessee
$255K -$11.6K -48 -4%
PWM
1986
PRW Wealth Management
Massachusetts
$255K +$18.2K +75 +7%
ECM
1987
EagleClaw Capital Management
Massachusetts
$254K
LF
1988
LifeSteps Financial
California
$254K
TPWM
1989
Twelve Points Wealth Management
Massachusetts
$254K +$4.61K +19 +2%
RPCONE
1990
Retirement Planning Company of New England
Rhode Island
$253K +$2.18K +9 +0.8%
AA
1991
AlphaMark Advisors
Kentucky
$252K +$9.7K +40 +4%
CWMGP
1992
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$251K -$23K -95 -8%
SFG
1993
StrategIQ Financial Group
Indiana
$250K -$3.64K -15 -1%
BP
1994
BCK Partners
New York
$249K
KFC
1995
Klingenstein Fields & Co
New York
$248K -$10.9K -45 -4%
PR
1996
Payden & Rygel
California
$248K
CPC
1997
Cookson Peirce & Co
Pennsylvania
$248K +$29.8K +123 +13%
SC
1998
Shay Capital
New York
$248K +$267K +1,100 New
PAM
1999
Paradigm Asset Management
New York
$248K -$48.5K -200 -15%
FCT
2000
First Community Trust
Iowa
$247K