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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1976
GFS Advisors
Texas
$4.78M -$341K -2,140 -7%
CFA
1977
Capstone Financial Advisors
Illinois
$4.78M -$60.6K -380 -1%
DIP
1978
DT Investment Partners
Pennsylvania
$4.75M +$31.9K +200 +0.7%
BFWA
1979
Benchmark Financial Wealth Advisors
Florida
$4.75M +$63.8K +400 +1%
XI
1980
XXEC Inc
Oklahoma
$4.74M +$3.05M +19,100 +191%
AA
1981
Altman Advisors
Illinois
$4.73M +$54.3K +340 +1%
SAM
1982
SignalPoint Asset Management
Missouri
$4.73M -$16K -100 -0.3%
SCA
1983
Sage Capital Advisors
South Dakota
$4.72M -$54.3K -340 -1%
RCM
1984
RB Capital Management
Nevada
$4.71M -$715K -4,480 -13%
CC
1985
Claybrook Capital
Massachusetts
$4.71M +$54.3K +340 +1%
HCCM
1986
Hudson Canyon Capital Management
New York
$4.71M +$4.62M +28,940 New
BPGAM
1987
BTG Pactual Global Asset Management
Bermuda
$4.69M +$2.1M +13,180 +84%
PWM
1988
Purus Wealth Management
California
$4.69M +$4.59M +28,780 New
WCAMG
1989
Woodard & Company Asset Management Group
North Carolina
$4.68M +$760K +4,760 +20%
KHLMTHM
1990
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.67M +$405K +2,540 +10%
UF
1991
Univest Financial
Pennsylvania
$4.66M -$236K -1,480 -5%
SSCA
1992
South Shore Capital Advisors
Massachusetts
$4.66M +$4.57M +28,640 New
GCM
1993
Gables Capital Management
Florida
$4.66M -$606K -3,800 -12%
CCM
1994
Coe Capital Management
Illinois
$4.66M +$12.8K +80 +0.3%
SFPG
1995
Stonebridge Financial Planning Group
Florida
$4.63M +$112K +700 +3%
RAM
1996
Roanoke Asset Management
New Jersey
$4.61M -$38.3K -240 -0.8%
VC
1997
Vicus Capital
Pennsylvania
$4.61M +$137K +860 +3%
WP
1998
WealthShield Partners
North Carolina
$4.6M +$1.75M +10,940 +63%
RCG
1999
Rock Creek Group
District of Columbia
$4.59M -$654K -4,100 -13%
PIP
2000
Peachtree Investment Partners
Florida
$4.59M +$153K +960 +4%