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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1976
Aureus Asset Management
Massachusetts
$1.15M -$38.5K -492 -3%
CWM
1977
Connecticut Wealth Management
Connecticut
$1.15M -$142K -1,810 -11%
DAM
1978
Delta Asset Management
Tennessee
$1.15M -$31.3K -400 -3%
PFA
1979
Perryman Financial Advisory
Texas
$1.15M -$16.3K -208 -1%
GBT
1980
Grove Bank & Trust
Florida
$1.15M +$3.84K +49 +0.3%
SSWM
1981
Sheets Smith Wealth Management
North Carolina
$1.15M +$121K +1,544 +12%
FWA
1982
FSM Wealth Advisors
Ohio
$1.15M -$78K -996 -6%
EAN
1983
Excelsior Advisor Network
Colorado
$1.15M -$1.96K -25 -0.2%
LCM
1984
LCM Capital Management
Illinois
$1.15M -$9.55K -122 -0.8%
FAT
1985
First American Trust
California
$1.15M -$79K -1,009 -6%
TLCM
1986
Twin Lakes Capital Management
California
$1.14M +$6.26K +80 +0.5%
ALAM
1987
Asahi Life Asset Management
Japan
$1.14M -$441K -5,633 -28%
CPA
1988
Cardiff Park Advisors
California
$1.14M -$81.8K -1,045 -7%
SOS
1989
Silver Oak Securities
Tennessee
$1.14M -$122K -1,553 -10%
APW
1990
Alliance Private Wealth
Massachusetts
$1.13M +$28K +358 +3%
ZBNA
1991
Zions Bancorporation, National Association
Utah
$1.13M -$464K -5,930 -29%
TWP
1992
Triad Wealth Partners
Kansas
$1.13M +$120K +1,532 +12%
TPWA
1993
TRUE Private Wealth Advisors
Oregon
$1.13M +$41.6K +532 +4%
PCM
1994
Princeton Capital Management
New Jersey
$1.13M +$78 +1 +0%
VI
1995
VectorGlobal IAG
Florida
$1.13M +$1.14M +14,544 New
BV
1996
Boxwood Ventures
Illinois
$1.13M
RIG
1997
Renaissance Investment Group
Massachusetts
$1.13M +$26K +332 +2%
MIM
1998
MTM Investment Management
South Carolina
$1.13M +$235 +3 +0%
SI
1999
Severin Investments
Missouri
$1.12M +$30.2K +386 +3%
SFA
2000
Souders Financial Advisors
Ohio
$1.12M +$462K +5,908 +69%