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Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
1976
Mission Creek Capital Partners
California
$3.65M +$98.4K +1,018 +3%
GITFIT
1977
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$3.64M +$87K +900 +3%
PAM
1978
Pegasus Asset Management
New York
$3.63M +$83K +859 +3%
BLC
1979
Brown, Lisle/Cummings
Rhode Island
$3.62M +$205K +2,120 +6%
CFO
1980
Colony Family Offices
North Carolina
$3.62M -$116K -1,200 -3%
DWM
1981
Darwin Wealth Management
Florida
$3.61M -$308K -3,189 -8%
HWM
1982
HFG Wealth Management
Texas
$3.61M +$3.37M +34,920 New
CIM
1983
Corbyn Investment Management
Maryland
$3.61M -$741K -7,667 -18%
CC
1984
Centiva Capital
New York
$3.59M +$3.36M +34,769 New
FWM
1985
Focused Wealth Management
New York
$3.59M +$277K +2,866 +9%
BSI
1986
Bennett Selby Investments
Maine
$3.59M -$77.5K -802 -2%
CCG
1987
Coastwise Capital Group
California
$3.58M +$343K +3,552 +11%
PP
1988
PDS Planning
Ohio
$3.58M +$1.47M +15,254 +79%
WP
1989
WealthShield Partners
North Carolina
$3.58M +$238K +2,465 +8%
SFA
1990
Souders Financial Advisors
Ohio
$3.58M -$5.51K -57 -0.2%
IC
1991
Inscription Capital
Texas
$3.57M +$131K +1,352 +4%
SMA
1992
Sage Mountain Advisors
Georgia
$3.56M +$1.34M +13,906 +68%
VWM
1993
Venturi Wealth Management
Texas
$3.56M +$41K +424 +1%
HG
1994
Herbst Group
Connecticut
$3.56M +$8.79K +91 +0.3%
DBG
1995
De Burlo Group
Massachusetts
$3.56M -$6.28K -65 -0.2%
MFA
1996
Mayflower Financial Advisors
Massachusetts
$3.55M -$5.47M -56,637 -23%
HWA
1997
HCR Wealth Advisors
California
$3.55M +$89.5K +926 +3%
ACS
1998
Archford Capital Strategies
Illinois
$3.55M +$798K +8,262 +31%
FMB
1999
Field & Main Bank
Kentucky
$3.55M -$14.1K -146 -0.4%
ACM
2000
AUA Capital Management
Pennsylvania
$3.53M