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Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
1976
TBH Global Asset Management
Tennessee
$10.9M +$1.22M +6,181 +14%
SLWA
1977
San Luis Wealth Advisors
California
$10.8M +$1.17M +5,925 +14%
TBA
1978
Tower Bridge Advisors
Pennsylvania
$10.8M +$855K +4,320 +10%
CAWM
1979
Capital Advisors Wealth Management
Washington
$10.8M +$10.7K +54 +0.1%
PCA
1980
Providence Capital Advisors
North Carolina
$10.8M +$456K +2,302 +5%
BCM
1981
Blume Capital Management
California
$10.8M +$175K +885 +2%
PIM
1982
Platinum Investment Management
Australia
$10.8M -$1.1M -5,538 -10%
SWM
1983
Shepherd Wealth Management
Ohio
$10.8M +$2.68M +13,518 +39%
TF
1984
Threadgill Financial
Texas
$10.8M +$276K +1,393 +3%
JRP
1985
Jasper Ridge Partners
California
$10.7M
RIA
1986
Realta Investment Advisors
Delaware
$10.7M -$115K -581 -1%
IIM
1987
Ipswich Investment Management
Massachusetts
$10.7M -$42.9K -217 -0.4%
CIM
1988
Chapman Investment Management
California
$10.7M -$24.7K -125 -0.3%
AWM
1989
Affinity Wealth Management
Delaware
$10.7M +$2.97K +15 +0%
PSFG
1990
Prairie Sky Financial Group
Illinois
$10.7M -$77K -389 -0.8%
CF
1991
Cantor Fitzgerald
New York
$10.7M -$11.9M -60,095 -55%
UHC
1992
Union Heritage Capital
Michigan
$10.7M
MIM
1993
Miller Investment Management
Pennsylvania
$10.7M -$52.2K -264 -0.5%
UAG
1994
United Advisor Group
Ohio
$10.7M +$336K +1,700 +4%
MWM
1995
Manske Wealth Management
Texas
$10.7M -$57.2K -289 -0.6%
ISB
1996
Iowa State Bank
Iowa
$10.6M +$87.3K +441 +0.9%
APP
1997
Avantax Planning Partners
Iowa
$10.6M +$182K +918 +2%
KC
1998
Katamaran Capital
United Kingdom
$10.6M +$3.46M +17,460 +57%
AA
1999
Alta Advisers
United Kingdom
$10.6M
SFG
2000
Snider Financial Group
Washington
$10.6M +$97.2K +491 +1%