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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1976
Sequent Planning
Nebraska
$219K -$2.81K -8 -1%
GWM
1977
Grand Wealth Management
Michigan
$219K
CIAM
1978
Caitong International Asset Management
Hong Kong
$219K +$232K +660 New
LF
1979
Lantz Financial
Illinois
$219K +$10.5K +30 +5%
GP
1980
Gallo Partners
New Jersey
$219K +$231K +659 New
BFM
1981
Boothbay Fund Management
New York
$218K -$4.35M -12,382 -95%
WW
1982
Westshore Wealth
California
$218K
VFG
1983
Victory Financial Group
Texas
$218K +$231K +657 New
KWM
1984
Kolinsky Wealth Management
New Jersey
$217K +$10.9K +31 +5%
LGG
1985
Luts & Greenleigh Group
Maryland
$217K +$3.16K +9 +1%
FCG
1986
Fielder Capital Group
Tennessee
$216K -$1.4K -4 -0.6%
LWM
1987
Laidlaw Wealth Management
New York
$216K -$7.02K -20 -3%
VBA
1988
von Borstel & Associates
Oregon
$216K +$702 +2 +0.3%
IFA
1989
Index Fund Advisors
California
$216K
TFG
1990
Taylor Financial Group
Virginia
$216K
FA
1991
Fountainhead AM
New Jersey
$216K +$228K +650 New
OFG
1992
Opulen Financial Group
Virginia
$215K +$228K +649 New
RW
1993
Ridgeline Wealth
Arizona
$215K +$227K +648 New
PB
1994
Pinnacle Bancorp
Nebraska
$215K +$36.1K +103 +19%
SWG
1995
Summit Wealth Group
Vermont
$213K -$46K -131 -17%
HB
1996
HTLF Bank
Colorado
$213K -$702 -2 -0.3%
SC
1997
Steph & Co
Wisconsin
$212K -$16.5K -47 -7%
VCM
1998
Versant Capital Management
Arizona
$211K +$119K +338 +113%
GAG
1999
GM Advisory Group
New York
$211K +$223K +635 New
BWM
2000
Bernard Wealth Management
Michigan
$211K +$223K +635 New