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Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
1976
Cary Street Partners Asset Management
Virginia
$634K -$13.5K -265 -2%
IDBONY
1977
Israel Discount Bank of New York
New York
$633K -$48.9K -956 -7%
AWA
1978
Aaron Wealth Advisors
Illinois
$633K -$20.9K -409 -3%
TMWM
1979
Taylor & Morgan Wealth Management
Michigan
$633K +$628K +12,287 New
BMCM
1980
Burns Matteson Capital Management
New York
$633K +$109K +2,126 +21%
SGK
1981
Steigerwald Gordon & Koch
Virginia
$632K -$3.42K -67 -0.5%
EF
1982
Empowered Funds
Pennsylvania
$632K +$93.4K +1,827 +17%
WH
1983
Willner & Heller
California
$632K +$606K +11,856 New
KCPG
1984
Kavar Capital Partners Group
Kansas
$631K
MWA
1985
Meridian Wealth Advisors
Texas
$630K +$23.3K +456 +4%
AAM
1986
Autus Asset Management
Arizona
$629K -$34.6K -676 -5%
ZF
1987
Zhang Financial
Michigan
$627K +$54.3K +1,063 +10%
AIM
1988
Alhambra Investment Management
Florida
$626K -$35.8K -700 -5%
GAG
1989
GM Advisory Group
New York
$626K +$17.9K +350 +3%
KF
1990
Krilogy Financial
Missouri
$626K +$77.1K +1,508 +14%
VAM
1991
Verity Asset Management
North Carolina
$626K +$83K +1,623 +15%
CWA
1992
Clearview Wealth Advisors
Oregon
$625K -$138K -2,707 -18%
BWP
1993
Baldwin Wealth Partners
Massachusetts
$625K +$44.3K +867 +8%
SHFA
1994
SC&H Financial Advisors
Maryland
$625K +$620K +12,129 New
CAI
1995
Capital Advisors Inc
Oklahoma
$624K +$82.4K +1,612 +15%
CG
1996
Corundum Group
Colorado
$624K +$83.2K +1,628 +16%
MC
1997
Matisse Capital
Oregon
$623K -$94.8K -1,854 -13%
MWM
1998
Merriman Wealth Management
Washington
$623K +$119K +2,325 +24%
CM
1999
Capula Management
Cayman Islands
$622K -$2.04M -39,963 -77%
HR
2000
Howe & Rusling
New York
$622K -$68.7K -1,343 -10%