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Name Holding Trade Value Shares
Change
Change in
Stake
BIC
1976
Beach Investment Counsel
Pennsylvania
$548K
GC
1977
Gilbert & Cook
Iowa
$548K +$69.4K +1,421 +15%
NAS
1978
Nicolet Advisory Services
Wisconsin
$547K +$73.5K +1,505 +16%
CAMG
1979
CWA Asset Management Group
Florida
$545K -$74.9K -1,533 -12%
TWM
1980
Titus Wealth Management
California
$544K -$44.2K -905 -8%
LC
1981
Lindbrook Capital
California
$544K -$98 -2 -0%
CBB
1982
Citizens Business Bank
California
$542K -$3.36M -68,766 -86%
BFO
1983
Biltmore Family Office
North Carolina
$541K +$11.3K +231 +2%
OA
1984
Oxbow Advisors
Texas
$539K -$48.8K -1,000 -8%
FHC
1985
First Heartland Consultants
Missouri
$539K +$6.15K +126 +1%
CA
1986
Cornerstone Advisory
Maryland
$537K -$288K -5,887 -35%
NFG
1987
Nadler Financial Group
Illinois
$536K -$4.39K -90 -0.8%
WI
1988
WrapManager Inc
California
$536K +$258K +5,284 +96%
WP
1989
WealthShield Partners
North Carolina
$535K -$10.6K -218 -2%
LCM
1990
Leisure Capital Management
California
$535K +$171K +3,510 +48%
FC
1991
FCA Corp
Texas
$534K +$352K +7,217 +206%
EM
1992
ELCO Management
New York
$533K -$245K -5,018 -32%
MF
1993
Manchester Financial
California
$533K -$10.7K -219 -2%
PWA
1994
Providence Wealth Advisors
Illinois
$533K +$71.8K +1,470 +16%
FBT
1995
First Bankers Trust
Kentucky
$532K -$23.2K -475 -4%
EDRIA
1996
Edmonds Duncan Registered Investment Advisors
Kansas
$531K -$140K -2,871 -25%
PCM
1997
Perritt Capital Management
Illinois
$531K
TWP
1998
Tempus Wealth Planning
California
$530K -$25.3K -518 -5%
WC
1999
Weil Company
California
$530K
IFG
2000
Investors Financial Group
Minnesota
$529K +$1.07K +22 +0.2%