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Name Holding Trade Value Shares
Change
Change in
Stake
PMWMG
1976
Parr McKnight Wealth Management Group
Minnesota
$239K
EIA
1977
Edgemoor Investment Advisors
Maryland
$239K
CPIA
1978
Cornell Pochily Investment Advisors
New York
$238K
GHA
1979
Granite Harbor Advisors
Texas
$237K +$17.3K +146 +7%
HCWM
1980
Hidden Cove Wealth Management
Washington
$237K +$23K +194 +9%
JWS
1981
Juncture Wealth Strategies
Arizona
$237K -$44.9K -379 -14%
BCG
1982
Breakwater Capital Group
New Jersey
$237K +$15.3K +129 +6%
SFS
1983
Strategic Financial Services
New York
$236K
GCA
1984
Gallagher Capital Advisors
Texas
$235K -$237 -2 -0.1%
LWA
1985
LifeGoal Wealth Advisors
New York
$235K -$28K -236 -9%
LCWP
1986
Legacy Capital Wealth Partners
Arkansas
$235K +$3.91K +33 +1%
DS
1987
DRW Securities
Illinois
$234K -$298K -2,515 -53%
VPW
1988
Vaquero Private Wealth
Texas
$234K +$267K +2,254 New
Acadian Asset Management
1989
Acadian Asset Management
Massachusetts
$234K -$29.5M -249,064 -99%
WGAM
1990
Wilkinson Global Asset Management
New York
$234K
AAG
1991
Armstrong Advisory Group
Massachusetts
$233K
PSP
1992
Principal Street Partners
Tennessee
$233K
AWAG
1993
ARS Wealth Advisors Group
Florida
$232K -$1.66K -14 -0.6%
FA
1994
FF Advisors
California
$232K
LA
1995
Latitude Advisors
Florida
$231K -$356 -3 -0.1%
LC
1996
LCNB Corp
Ohio
$231K +$1.54K +13 +0.6%
TFS
1997
Thoroughbred Financial Services
Tennessee
$230K +$13K +110 +5%
LS
1998
Leelyn Smith
Illinois
$230K +$593 +5 +0.2%
SWRP
1999
Summit Wealth & Retirement Planning
California
$230K +$15.5K +131 +6%
PF
2000
Prosperitas Financial
California
$230K +$27.4K +231 +12%