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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1976
Redwood Investment Management
Arizona
$435K -$241K -723 -37%
AWM
1977
Aries Wealth Management
Maine
$434K
CIA
1978
Citadel Investment Advisory
Ohio
$434K +$404K +1,215 New
CT
1979
Columbia Trust
Oregon
$434K +$406K +1,221 New
LSPW
1980
Lake Street Private Wealth
Illinois
$433K
EAM
1981
Eagle Asset Management
Florida
$432K -$11.3M -34,087 -97%
NB
1982
NBT Bank
New York
$432K
RFN
1983
RDA Financial Network
Iowa
$431K +$186K +558 +86%
FNT
1984
First Nebraska Trust
Nebraska
$430K
FFW
1985
Fusion Family Wealth
New York
$430K
XWM
1986
Xcel Wealth Management
Florida
$428K
MA
1987
MJP Associates
Connecticut
$428K +$399K +1,200 New
SCA
1988
Stonebridge Capital Advisors
Minnesota
$427K -$8.98K -27 -2%
SCI
1989
S&CO Inc
Massachusetts
$427K
CHA
1990
Carmichael Hill & Associates
Maryland
$427K +$665 +2 +0.2%
PIM
1991
Profit Investment Management
Maryland
$425K +$16.6K +50 +4%
CL
1992
Choreo LLC
Illinois
$423K +$7.98K +24 +2%
MSFP
1993
Mark Sheptoff Financial Planning
Connecticut
$423K +$86.5K +260 +28%
B
1994
Bellecapital
Switzerland
$423K +$165K +496 +72%
RWA
1995
Redhawk Wealth Advisors
Minnesota
$421K +$164K +493 +72%
AWE
1996
Avidian Wealth Enterprises
Texas
$420K +$10.6K +32 +3%
MG
1997
Mather Group
Illinois
$418K +$7.65K +23 +2%
AAM
1998
Aureus Asset Management
Massachusetts
$415K
EPA
1999
Element Pointe Advisors
Florida
$414K
CC
2000
Courier Capital
New York
$414K -$13.6K -41 -3%