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Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
1976
Pictet North America Advisors
Switzerland
$275K
BDFN
1977
Bond & Devick Financial Network
Minnesota
$275K -$24.7K -786 -9%
EA
1978
Eudaimonia Advisors
Tennessee
$274K +$258K +8,203 New
ZF
1979
Zhang Financial
Michigan
$274K -$19.2K -612 -7%
CFA
1980
CWS Financial Advisors
Michigan
$273K -$6.62K -211 -3%
WB
1981
West Bancorporation
Iowa
$273K -$2.32K -74 -0.9%
OFW
1982
Omnia Family Wealth
Florida
$273K +$31 +1 +0%
UAS
1983
United Asset Strategies
New York
$273K +$9.95K +317 +4%
BBPWM
1984
Blue Bell Private Wealth Management
Pennsylvania
$273K +$4.24K +135 +2%
GAAM
1985
Guinness Atkinson Asset Management
California
$272K +$35.8K +1,140 +16%
AF
1986
Affiance Financial
Minnesota
$272K +$63 +2 +0%
SCM
1987
Sterneck Capital Management
Missouri
$272K
RA
1988
Riverstone Advisors
Texas
$272K
FRM
1989
Fox Run Management
Connecticut
$271K +$255K +8,116 New
AFG
1990
Atomi Financial Group
New York
$271K +$254K +8,092 New
SL
1991
Stevard LLC
Illinois
$270K
FVCM
1992
F&V Capital Management
Florida
$268K +$251K +8,000 New
SWM
1993
Seed Wealth Management
Illinois
$268K
VCAM
1994
Van Cleef Asset Management
Ohio
$268K -$14.9K -475 -6%
AWM
1995
Act Wealth Management
Texas
$268K
AAM
1996
AMI Asset Management
California
$268K
MIM
1997
Morningstar Investment Management
Illinois
$267K +$251K +7,985 New
PMFA
1998
Plante Moran Financial Advisors
Michigan
$266K +$2.67K +85 +1%
NFSG
1999
Newbridge Financial Services Group
Florida
$266K -$84K -2,677 -25%
BMC
2000
Benin Management Corp
Connecticut
$266K +$4.96K +158 +2%