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Name Holding Trade Value Shares
Change
Change in
Stake
WFI
1976
West Family Investments
California
$280K
AUB
1977
Atlantic Union Bankshares
Virginia
$280K
LSIA
1978
LaSalle St. Investment Advisors
Illinois
$279K
CAM
1979
Cozad Asset Management
Illinois
$279K
ACM
1980
Advance Capital Management
Michigan
$279K +$229K +1,071 New
SA
1981
Sunesis Advisors
Kansas
$278K
RPWA
1982
Regent Peak Wealth Advisors
Georgia
$277K -$8.13K -38 -3%
MC
1983
Miramar Capital
Illinois
$277K -$8.55K -40 -4%
WAM
1984
Weinberger Asset Management
California
$277K +$227K +1,063 New
GM
1985
GeoWealth Management
Illinois
$277K +$228K +1,066 New
DCM
1986
Driehaus Capital Management
Illinois
$275K -$438K -2,048 -66%
RFN
1987
Redwood Financial Network
Ohio
$275K
BPFA
1988
Barnes Pettey Financial Advisors
Mississippi
$274K
RAG
1989
RIA Advisory Group
Iowa
$274K +$225K +1,053 New
HAS
1990
Holland Advisory Services
Florida
$274K
WA
1991
WESPAC Advisors
California
$274K -$7.7K -36 -3%
CBOR
1992
Community Bank of Raymore
Missouri
$274K
ESBC
1993
E.S. Barr & Co
Kentucky
$274K
MFC
1994
Mechanics Financial Corp
Ohio
$274K
RIS
1995
Retirement Income Solutions
Michigan
$274K
CMAI
1996
Capital Management Associates Inc
Minnesota
$274K +$225K +1,050 New
EFL
1997
ERn Financial LLC
Wisconsin
$274K -$6.84K -32 -2%
GC
1998
GFG Capital
Florida
$273K
AFWM
1999
Abich Financial Wealth Management
Virginia
$273K +$224K +1,047 New
M
2000
MOTCO
Texas
$273K