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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1976
Drake & Associates
Wisconsin
$282K +$8.61K +87 +3%
RDWM
1977
Red Door Wealth Management
Tennessee
$282K +$37.3K +377 +15%
SDAM
1978
Shulman DeMeo Asset Management
New York
$281K -$2.08K -21 -0.7%
F
1979
F3Logic
Minnesota
$280K -$10.4K -105 -3%
CFA
1980
Compass Financial Advisors
Indiana
$280K +$99 +1 +0%
PHK
1981
Point72 Hong Kong
Hong Kong
$277K -$15.8M -159,195 -98%
GTCM
1982
Gyon Technologies Capital Management
New Jersey
$276K -$148K -1,500 -34%
JWM
1983
Jeppson Wealth Management
California
$274K – – –
RG
1984
Renaissance Group
Kentucky
$274K – – –
SGCA
1985
Steel Grove Capital Advisors
Tennessee
$274K +$7.62K +77 +3%
AI
1986
Atom Investors
Texas
$274K +$284K +2,873 New
WA
1987
WESPAC Advisors
California
$274K +$285K +2,875 New
MC
1988
Machina Capital
France
$273K -$153K -1,548 -35%
LB
1989
Legacy Bridge
Iowa
$273K – – –
WTFG
1990
Wells Trecaso Financial Group
Ohio
$273K – – –
EMFAT
1991
Emerald Mutual Fund Advisers Trust
Pennsylvania
$273K +$4.55K +46 +2%
CNWM
1992
Clay Northam Wealth Management
California
$271K – – –
SIM
1993
SSI Investment Management
California
$270K – – –
AF
1994
Apexium Financial
Texas
$270K +$280K +2,828 New
BSB
1995
Bangor Savings Bank
Maine
$268K – – –
FMTC
1996
Farmers & Merchants Trust Company
California
$267K +$3.66K +37 +1%
XT
1997
XTX Topco
Cayman Islands
$265K +$275K +2,774 New
W
1998
WealthOne
New York
$263K +$7.13K +72 +3%
TFCP
1999
Twin Focus Capital Partners
Massachusetts
$263K +$8.02K +81 +3%
CWM
2000
Calamos Wealth Management
Illinois
$263K +$38.4K +388 +16%
78 79
80
81 82