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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1976
Palumbo Wealth Management
New York
$11.1M +$1.52M +6,722 +14%
RPGK
1977
Retirement Planning Group (Kansas)
Kansas
$11M +$5.34M +23,585 +88%
APP
1978
Avantax Planning Partners
Iowa
$11M +$428K +1,892 +4%
LC
1979
Legacy CG
Texas
$11M -$40.5K -179 -0.4%
NS
1980
Night Squared
New York
$11M +$6.69M +29,562 +143%
LSCM
1981
Light Street Capital Management
California
$11M -$7.87M -34,751 -41%
KFA
1982
Kelleher Financial Advisors
New York
$11M -$868K -3,834 -7%
ECM
1983
EagleClaw Capital Management
Massachusetts
$11M +$424K +1,875 +4%
FFS
1984
Founders Financial Securities
Maryland
$10.9M -$254K -1,123 -2%
LA
1985
LVW Advisors
New York
$10.9M +$648K +2,861 +6%
BFS
1986
Burr Financial Services
California
$10.9M +$869K +3,837 +8%
TBA
1987
Tower Bridge Advisors
Pennsylvania
$10.9M +$67.7K +299 +0.6%
TGAM
1988
TBH Global Asset Management
Tennessee
$10.9M +$31.7K +140 +0.3%
KHLMTHM
1989
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.9M -$2.6M -11,497 -19%
KIM
1990
Kestra Investment Management
Texas
$10.9M -$196K -866 -2%
DFCM
1991
Dark Forest Capital Management
Puerto Rico
$10.9M -$1.61M -7,128 -13%
AWM
1992
Affinity Wealth Management
Delaware
$10.9M +$156K +687 +1%
FHC
1993
First Heartland Consultants
Missouri
$10.9M -$410K -1,810 -4%
MIM
1994
Miller Investment Management
Pennsylvania
$10.8M +$158K +696 +1%
PWM
1995
Purus Wealth Management
California
$10.8M -$215K -948 -2%
CAWM
1996
Capital Advisors Wealth Management
Washington
$10.8M -$29.7K -131 -0.3%
AAMA
1997
Advanced Asset Management Advisors
Ohio
$10.8M -$1.22M -5,400 -10%
ACS
1998
Archford Capital Strategies
Illinois
$10.8M -$916K -4,047 -8%
BCM
1999
Blume Capital Management
California
$10.8M -$21.5K -95 -0.2%
CIM
2000
Chapman Investment Management
California
$10.8M +$46.4K +205 +0.4%