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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1976
ClariVest Asset Management
California
$8.45K +$2.73K +10 +59%
WCM
1977
Westend Capital Management
California
$8.44K +$7.38K +27 New
TCM
1978
Tributary Capital Management
Nebraska
$8.13K +$7.11K +26 New
AWM
1979
Atticus Wealth Management
Florida
$7.82K – – –
FRA
1980
Frank Rimerman Advisors
California
$6.57K – – –
CPG
1981
Custom Portfolio Group
Colorado
$6.25K – – –
CCC
1982
Chelsea Counsel Company
California
$6.25K +$5.47K +20 New
IRC
1983
Investors Research Corp
Georgia
$5.94K – – –
KFS
1984
Kelly Financial Services
Massachusetts
$5.24K +$4.65K +17 New
PCM
1985
Perritt Capital Management
Illinois
$4.38K – – –
FFWA
1986
FRG Family Wealth Advisors
Washington
$3.82K +$3.28K +12 New
NL
1987
NVWM LLC
Pennsylvania
$3.76K +$3.28K +12 New
CSC
1988
Caldwell Sutter Capital
California
$3.13K – – –
LIM
1989
Longfellow Investment Management
Massachusetts
$3.13K – – –
PVH
1990
Psagot Value Holdings
Israel
$3K – – –
AA
1991
Addison Advisors
Vermont
$2.81K -$3.28K -12 -57%
RAM
1992
Riggs Asset Management
Pennsylvania
$2.81K +$2.46K +9 New
FIA
1993
FPC Investment Advisory
California
$2.55K +$2.19K +8 New
PCMC
1994
Planning Capital Management Corporation
Pennsylvania
$2.5K -$20.2K -74 -90%
BC
1995
Broadwater Capital
Massachusetts
$2.5K – – –
TWD
1996
True Wealth Design
Ohio
$2.19K +$820 +3 +75%
W
1997
WealthCollab
Washington
$1.88K – – –
ACM
1998
Anfield Capital Management
California
$1.88K +$1.64K +6 New
BIM
1999
Breakwater Investment Management
Washington
$1.56K +$1.37K +5 New
CFS
2000
CGC Financial Services
Oregon
$1.56K – – –