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Name Holding Trade Value Shares
Change
Change in
Stake
GB
1976
Goepper Burkhardt
South Carolina
$237K +$204K +664 New
DWA
1977
Dorsey Wright & Associates
California
$237K +$204K +664 New
LS
1978
Leelyn Smith
Illinois
$236K +$204K +662 New
GWM
1979
Grand Wealth Management
Michigan
$236K +$203K +660 New
IFA
1980
Index Fund Advisors
California
$236K +$203K +660 New
LGG
1981
Luts & Greenleigh Group
Maryland
$235K +$203K +659 New
RCA
1982
Ranch Capital Advisors
Florida
$235K +$203K +658 New
OFG
1983
Opulen Financial Group
Virginia
$235K +$202K +657 New
FFO
1984
Fiduciary Family Office
Florida
$234K +$202K +656 New
SP
1985
Sequent Planning
Nebraska
$233K +$201K +653 New
FFA
1986
Fi3 Financial Advisors
Indiana
$233K +$201K +653 New
CIP
1987
Capital Insight Partners
Arizona
$232K +$200K +651 New
TFG
1988
Taylor Financial Group
Virginia
$232K +$200K +650 New
PWG
1989
Portside Wealth Group
Utah
$231K +$199K +646 New
RCP
1990
Rothschild Capital Partners
New York
$230K -$83.2K -270 -30%
GCP
1991
Gill Capital Partners
Colorado
$230K +$199K +645 New
JHCP
1992
Jackson Hole Capital Partners
Oklahoma
$230K +$199K +645 New
MSAM
1993
Moloney Securities Asset Management
Missouri
$230K +$198K +643 New
VC
1994
Veracity Capital
Georgia
$228K +$196K +638 New
TFA
1995
Tobias Financial Advisors
Florida
$227K +$196K +636 New
PB
1996
Pinnacle Bancorp
Nebraska
$227K -$3.7K -12 -2%
BWM
1997
Bernard Wealth Management
Michigan
$227K – – –
HFS
1998
Heritage Financial Services
Massachusetts
$226K +$195K +634 New
SW
1999
SteelPeak Wealth
California
$226K -$922K -2,994 -83%
AWG
2000
Altus Wealth Group
Colorado
$225K +$194K +631 New