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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1976
Intrepid Capital Management
Florida
$562K +$36K +110 +7%
BFG
1977
Bouchey Financial Group
New York
$560K +$10.8K +33 +2%
BEC
1978
Blue Edge Capital
Virginia
$558K
SFA
1979
Seneca Financial Advisors
New York
$556K
TW
1980
TritonPoint Wealth
Maryland
$555K +$63.5K +194 +13%
EGA
1981
Eagle Global Advisors
Texas
$554K
ACA
1982
Aspire Capital Advisors
Washington
$552K -$32.1K -98 -5%
DIM
1983
Delta Investment Management
California
$552K -$61.8K -189 -10%
MWM
1984
Modern Wealth Management
Kansas
$551K +$41.9K +128 +8%
SCA
1985
Stokes Capital Advisors
South Carolina
$548K -$47.4K -145 -8%
KC
1986
Knuff & Co
California
$548K
LI
1987
Louisbourg Investments
New Brunswick, Canada
$548K
SFG
1988
Sovereign Financial Group
Connecticut
$547K -$2.94K -9 -0.5%
BB
1989
Berkshire Bank
Massachusetts
$547K -$56.9K -174 -9%
WA
1990
Wealth Architects
California
$547K -$67.4K -206 -11%
CAM
1991
Cozad Asset Management
Illinois
$546K +$19.6K +60 +4%
SAW
1992
Signal Advisors Wealth
Michigan
$545K +$553K +1,691 New
BAM
1993
Beaumont Asset Management
Texas
$543K
WPA
1994
West Paces Advisors
Georgia
$543K -$53.3K -163 -9%
CFS
1995
Commonwealth Financial Services
West Virginia
$543K -$14.7K -45 -3%
TA
1996
TrueWealth Advisors
Alabama
$543K +$551K +1,684 New
EW
1997
Elyxium Wealth
California
$542K +$550K +1,682 New
WP
1998
WMS Partners
Maryland
$542K +$14.7K +45 +3%
WCFA
1999
Walkner Condon Financial Advisors
Wisconsin
$541K +$132K +404 +32%
MG
2000
Marex Group
$539K +$548K +1,674 New