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