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Name Holding Trade Value Shares
Change
Change in
Stake
PSP
1976
Principal Street Partners
Tennessee
$214K – – –
MWA
1977
Medallion Wealth Advisors
Connecticut
$213K -$8.1K -16 -4%
MCM
1978
Maple Capital Management
Vermont
$213K – – –
ACA
1979
Ascension Capital Advisors
Texas
$213K -$4.56K -9 -2%
MB
1980
MidFirst Bank
Oklahoma
$212K – – –
LI
1981
LRI Investments
Florida
$212K -$12.2K -24 -6%
NWM
1982
Northwest Wealth Management
Iowa
$212K -$506 -1 -0.2%
PWP
1983
Perfromance Wealth Partners
Illinois
$212K +$207K +408 New
VRM
1984
Vectors Research Management
New York
$212K +$207K +408 New
IA
1985
Insight Advisors
Pennsylvania
$211K -$5.07K -10 -2%
Parallax Volatility Advisers
1986
Parallax Volatility Advisers
California
$211K -$332K -655 -62%
NRI
1987
NFP Retirement Inc
California
$211K -$8.61K -17 -4%
LOWM
1988
Laurel Oak Wealth Management
New Jersey
$211K -$10.1K -20 -5%
GWM
1989
Greenline Wealth Management
Florida
$211K +$206K +406 New
EFMC
1990
Empire Financial Management Company
New York
$211K +$206K +406 New
CD
1991
Chapin Davis
Maryland
$209K +$204K +403 New
FCM
1992
Family Capital Management
Michigan
$209K +$204K +402 New
PTP
1993
Platform Technology Partners
New York
$208K +$204K +402 New
MPWS
1994
McCarter Private Wealth Services
Massachusetts
$208K -$90.7K -179 -31%
SB
1995
Sunflower Bank
Texas
$208K +$203K +401 New
DAM
1996
Doheny Asset Management
California
$208K +$203K +400 New
MAM
1997
Montchanin Asset Management
Delaware
$208K +$203K +400 New
SFWC
1998
Strategic Family Wealth Counselors
New Jersey
$208K +$203K +401 New
FL
1999
FreeGulliver LLC
Louisiana
$208K -$41K -81 -17%
BC
2000
Broadwater Capital
Massachusetts
$208K – – –