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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1976
Jafra Capital Management
New York
– -$1.17M -7,963 Closed
SIMM
1977
Stillwater Investment Management (Minnesota)
Minnesota
– -$1.04M -7,095 Closed
WBC
1978
West Branch Capital
Massachusetts
– -$1.03M -6,995 Closed
STA
1979
Summit Trail Advisors
New York
– -$684K -6,596 Closed
Tudor Investment Corp
1980
Tudor Investment Corp
Connecticut
– -$869K -5,925 Closed
PAG
1981
Pinnacle Advisory Group
Maryland
– -$834K -5,687 Closed
WMSA
1982
Weiss Multi-Strategy Advisers
New York
– -$767K -5,230 Closed
Nuveen Fund Advisors
1983
Nuveen Fund Advisors
Illinois
– -$671K -4,577 Closed
LMIM
1984
Lockheed Martin Investment Management
Maryland
– -$663K -4,519 Closed
LCM
1985
Landscape Capital Management
New Jersey
– -$616K -4,197 Closed
BWM
1986
Biltmore Wealth Management
Arizona
– -$563K -3,836 Closed
ARTA
1987
A.R.T. Advisors
New York
– -$548K -3,739 Closed
B
1988
Brightworth
Georgia
– -$486K -3,311 Closed
MSR
1989
Main Street Research
Connecticut
– -$455K -3,100 Closed
SICM
1990
Sustainable Insight Capital Management
New York
– -$434K -2,960 Closed
CC
1991
Cognios Capital
Kansas
– -$417K -2,845 Closed
AFS
1992
Access Financial Services
Minnesota
– -$387K -2,641 Closed
SRCM
1993
Swift Run Capital Management
Virginia
– -$361K -2,464 Closed
PD
1994
Planning Directions
Pennsylvania
– -$341K -2,325 Closed
CPA
1995
Capital Planning Advisors
California
– -$334K -2,278 Closed
HFP
1996
Holistic Financial Partners
Indiana
– -$334K -2,277 Closed
BFPW
1997
BOK Financial Private Wealth
Colorado
– -$293K -1,995 Closed
RVPG
1998
Relative Value Partners Group
– -$292K -1,987 Closed
OCM
1999
Orser Capital Management
Texas
– -$267K -1,949 Closed
RRC
2000
Relaxing Retirement Coach
Massachusetts
– -$286K -1,947 Closed