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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1976
WealthPLAN Partners
Nebraska
$1.34M -$2.75K -17 -0.2%
PPW
1977
Pinnacle Private Wealth
Massachusetts
$1.34M +$1.4M +8,656 New
AWM
1978
Aberdeen Wealth Management
Illinois
$1.34M -$20.2K -125 -1%
TCBWMS
1979
Texas Capital Bank Wealth Management Services
Texas
$1.34M +$24.7K +153 +2%
AFM
1980
Andesa Financial Management
Pennsylvania
$1.33M +$48.8K +302 +4%
TIM
1981
Thornburg Investment Management
New Mexico
$1.33M +$758K +4,693 +121%
W
1982
WealthOne
New York
$1.33M -$80.4K -498 -5%
BFM
1983
Boothbay Fund Management
New York
$1.32M +$8.56K +53 +0.6%
LFG
1984
Larson Financial Group
Missouri
$1.32M +$67.8K +420 +5%
SFG
1985
StrategIQ Financial Group
Indiana
$1.32M +$1.02M +6,331 +286%
5L
1986
55I LLC
Massachusetts
$1.32M +$159K +983 +13%
SFS
1987
Stiles Financial Services
Minnesota
$1.32M +$1.39M +8,594 New
IIC
1988
Integrated Investment Consultants
Michigan
$1.32M +$115K +715 +9%
LP
1989
Lloyd Park
Illinois
$1.32M +$1.37M +8,500 New
KA
1990
Kozak & Associates
Colorado
$1.31M +$176K +1,087 +12%
AIP
1991
Almanack Investment Partners
Pennsylvania
$1.31M -$52.6K -326 -4%
MCM
1992
Manchester Capital Management
Vermont
$1.31M -$138K -852 -9%
HCP
1993
Holt Capital Partners
Texas
$1.31M +$876K +5,426 +181%
GFG
1994
Greystone Financial Group
Michigan
$1.3M +$328K +2,029 +32%
PFM
1995
Privium Fund Management
Netherlands
$1.3M +$1.35M +8,370 New
CC
1996
Chicago Capital
Illinois
$1.3M +$61.5K +381 +5%
WPC
1997
White Pine Capital
Minnesota
$1.3M -$4.52K -28 -0.3%
FPA
1998
First Pacific Advisors
California
$1.3M +$564K +3,495 +71%
TPWA
1999
TRUE Private Wealth Advisors
Oregon
$1.3M +$51K +316 +4%
SF
2000
Summit Financial
New Jersey
$1.29M +$614K +3,799 +83%
78 79
80
81 82