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Name Holding Trade Value Shares
Change
Change in
Stake
C
1976
Certuity
Florida
$5.56M +$545K +3,280 +11%
BOPW
1977
Brandywine Oak Private Wealth
Pennsylvania
$5.54M +$761K +4,580 +17%
SG
1978
Somerset Group
Minnesota
$5.53M -$3.32K -20 -0.1%
MM
1979
Meridian Management
Arkansas
$5.52M +$838K +5,040 +19%
OIA
1980
Optimum Investment Advisors
Illinois
$5.51M -$1.57M -9,420 -23%
UM
1981
Ulysses Management
New York
$5.5M
SAM
1982
SignalPoint Asset Management
Missouri
$5.5M +$19.9K +120 +0.4%
DA
1983
DCM Advisors
New York
$5.49M +$1.44M +8,640 +37%
WP
1984
WealthSource Partners
California
$5.48M +$552K +3,320 +12%
SI
1985
Shaker Investments
Ohio
$5.45M -$3.32K -20 -0.1%
OAMG
1986
Odey Asset Management Group
United Kingdom
$5.44M +$366K +2,200 +7%
LC
1987
Lindbrook Capital
California
$5.44M +$73.1K +440 +1%
MMM
1988
Mendel Money Management
Illinois
$5.43M -$13.3K -80 -0.3%
GIM
1989
Grassi Investment Management
California
$5.43M
TC
1990
Trust Company
Kansas
$5.43M +$33.2K +200 +0.6%
GA
1991
GoalVest Advisory
New York
$5.41M +$658K +3,960 +14%
FFS
1992
Founders Financial Securities
Maryland
$5.4M +$106K +640 +2%
BWM
1993
BerganKDV Wealth Management
Minnesota
$5.4M +$9.97K +60 +0.2%
CWAG
1994
Compton Wealth Advisory Group
Virginia
$5.39M +$13.3K +80 +0.3%
SCA
1995
Sage Capital Advisors
South Dakota
$5.39M +$299K +1,800 +6%
NME
1996
Notis-McConarty Edward
$5.39M +$33.2K +200 +0.6%
MIP
1997
Marietta Investment Partners
Wisconsin
$5.38M -$1.06M -6,380 -17%
PFWA
1998
Paces Ferry Wealth Advisors
Georgia
$5.38M +$6.65K +40 +0.1%
CIS
1999
Connors Investor Services
Pennsylvania
$5.37M +$1.28M +7,720 +33%
PRWA
2000
Platte River Wealth Advisors
Colorado
$5.35M +$73.1K +440 +1%