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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1976
D.B. Root & Company
Pennsylvania
$1.26M -$156K -272 -11%
CWIG
1977
Chung Wu Investment Group
Texas
$1.26M
SWM
1978
Scissortail Wealth Management
Oklahoma
$1.26M
CPC
1979
Cookson Peirce & Co
Pennsylvania
$1.26M +$281K +490 +28%
EC
1980
Enhancing Capital
Pennsylvania
$1.26M +$116K +202 +10%
SCP
1981
Stevens Capital Partners
Nebraska
$1.26M +$1.27M +2,214 New
PIA
1982
Pinion Investment Advisors
Kansas
$1.26M -$45.9K -80 -4%
CIC
1983
Crawford Investment Counsel
Georgia
$1.26M +$243K +424 +24%
DFG
1984
Demars Financial Group
Washington
$1.26M +$127K +221 +11%
HWM
1985
Hemington Wealth Management
Virginia
$1.25M +$26.4K +46 +2%
SAM
1986
SP Asset Management
California
$1.25M -$8.61K -15 -0.7%
LCWP
1987
Legacy Capital Wealth Partners
Arkansas
$1.25M +$25.8K +45 +2%
MFS
1988
Monetta Financial Services
Illinois
$1.25M
DW30
1989
Drucker Wealth 3.0
New Jersey
$1.25M -$150K -262 -11%
FAM
1990
Fred Alger Management
New York
$1.25M -$92.5K -161 -7%
SSIM
1991
Sheets Smith Investment Management
Texas
$1.25M +$21.8K +38 +2%
SIM
1992
Sentry Investment Management
Wisconsin
$1.24M -$258K -450 -17%
TFIPS
1993
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.24M +$379K +660 +43%
SCM
1994
Sunbeam Capital Management
Georgia
$1.24M +$1.72K +3 +0.1%
ZF
1995
Zhang Financial
Michigan
$1.24M +$86.1K +150 +7%
MWAM
1996
Manhattan West Asset Management
California
$1.24M
BAAM
1997
Baker Avenue Asset Management
California
$1.23M +$82.7K +144 +7%
AB
1998
Atlas Brown
Kentucky
$1.23M +$3.45K +6 +0.3%
A
1999
Argentarii
Ohio
$1.23M +$37.9K +66 +3%
LWL
2000
Leo Wealth LLC
Texas
$1.23M -$3.67M -6,395 -75%