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Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1976
Jaffetilchin Investment Partners
Florida
$220K – – –
SP
1977
Sequent Planning
Nebraska
$219K -$2.81K -8 -1%
GWM
1978
Grand Wealth Management
Michigan
$219K – – –
CIAM
1979
Caitong International Asset Management
Hong Kong
$219K +$232K +660 New
LF
1980
Lantz Financial
Illinois
$219K +$10.5K +30 +5%
GP
1981
Gallo Partners
New Jersey
$219K +$231K +659 New
BFM
1982
Boothbay Fund Management
New York
$218K -$4.35M -12,382 -95%
WW
1983
Westshore Wealth
California
$218K – – –
VFG
1984
Victory Financial Group
Texas
$218K +$231K +657 New
KWM
1985
Kolinsky Wealth Management
New Jersey
$217K +$10.9K +31 +5%
LGG
1986
Luts & Greenleigh Group
Maryland
$217K +$3.16K +9 +1%
FCG
1987
Fielder Capital Group
Tennessee
$216K -$1.4K -4 -0.6%
LWM
1988
Laidlaw Wealth Management
New York
$216K -$7.02K -20 -3%
VBA
1989
von Borstel & Associates
Oregon
$216K +$702 +2 +0.3%
IFA
1990
Index Fund Advisors
California
$216K – – –
TFG
1991
Taylor Financial Group
Virginia
$216K – – –
FA
1992
Fountainhead AM
New Jersey
$216K +$228K +650 New
OFG
1993
Opulen Financial Group
Virginia
$215K +$228K +649 New
RW
1994
Ridgeline Wealth
Arizona
$215K +$227K +648 New
PB
1995
Pinnacle Bancorp
Nebraska
$215K +$36.1K +103 +19%
SWG
1996
Summit Wealth Group
Vermont
$213K -$46K -131 -17%
HB
1997
HTLF Bank
Colorado
$213K -$702 -2 -0.3%
SC
1998
Steph & Co
Wisconsin
$212K -$16.5K -47 -7%
VCM
1999
Versant Capital Management
Arizona
$211K +$119K +338 +113%
GAG
2000
GM Advisory Group
New York
$211K +$223K +635 New