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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1976
Summit Financial Wealth Advisors
Louisiana
$601K +$149K +2,828 +33%
SDWMA
1977
Schneider Downs Wealth Management Advisors
Pennsylvania
$600K -$4K -76 -0.7%
VFPI
1978
Vantage Financial Partners (Illinois)
Illinois
$598K +$78.9K +1,500 +15%
SAM
1979
Seelaus Asset Management
New Jersey
$596K -$1.31K -25 -0.2%
SIM
1980
SSI Investment Management
California
$595K -$2.52K -48 -0.4%
AI
1981
Accredited Investors
Minnesota
$594K -$158 -3 -0%
CBT
1982
Central Bank & Trust
Kentucky
$593K +$12.6K +240 +2%
CBA
1983
Coastal Bridge Advisors
Connecticut
$593K +$169K +3,205 +40%
FAM
1984
Flaharty Asset Management
Florida
$592K -$13.2K -251 -2%
DSAM
1985
Dock Street Asset Management
Florida
$592K +$588K +11,175 New
GA
1986
Geller Advisors
New York
$590K +$2.84K +54 +0.5%
PWM
1987
Paulson Wealth Management
Illinois
$590K +$61.4K +1,168 +12%
HR
1988
Hayden Royal
North Carolina
$589K -$19.8K -377 -3%
Marshall Wace
1989
Marshall Wace
United Kingdom
$588K -$6.14M -116,629 -91%
NFG
1990
Nadler Financial Group
Illinois
$587K +$3.26K +62 +0.6%
MA
1991
MJP Associates
Connecticut
$587K +$24.9K +474 +4%
PIM
1992
Profit Investment Management
Maryland
$585K
CCP
1993
Cardan Capital Partners
Colorado
$583K -$999 -19 -0.2%
IA
1994
IFG Advisors
Missouri
$583K +$24.4K +464 +4%
JMFC
1995
J.M. Forbes & Co
Massachusetts
$580K
DAM
1996
Delta Asset Management
Tennessee
$580K +$7.36K +140 +1%
SAM
1997
S.A. Mason
Michigan
$579K
ECM
1998
EagleClaw Capital Management
Massachusetts
$578K -$45.3K -861 -7%
LFA
1999
Landmark Financial Advisors
Kentucky
$577K -$26.3K -500 -4%
NW
2000
NewEdge Wealth
Pennsylvania
$576K -$58.5K -1,112 -9%