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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1976
Parsons Capital Management
Rhode Island
$1.4M -$12.4K -41 -0.9%
WCM
1977
Washburn Capital Management
Florida
$1.4M +$58.8K +195 +4%
PFWA
1978
Paces Ferry Wealth Advisors
Georgia
$1.39M -$133K -441 -9%
MCC
1979
Money Concepts Capital
Florida
$1.39M +$117K +388 +9%
FIB
1980
First Interstate Bank
Montana
$1.38M +$26.2K +87 +2%
ADIM
1981
Alpha DNA Investment Management
Maryland
$1.38M -$212K -702 -13%
SWMP
1982
Signature Wealth Management Partners
New Jersey
$1.38M -$60.3K -200 -4%
EWM
1983
EPG Wealth Management
Georgia
$1.38M +$117K +387 +9%
EBWM
1984
Eagle Bluffs Wealth Management
Missouri
$1.38M -$101K -336 -7%
CWM
1985
Cordatus Wealth Management
Pennsylvania
$1.37M -$13.9K -46 -1%
KAM
1986
KEB Asset Management
Illinois
$1.37M – – –
TM
1987
Triatomic Management
California
$1.37M -$452K -1,500 -25%
CA
1988
Cresta Advisors
Texas
$1.37M – – –
CPW
1989
Catalyst Private Wealth
California
$1.37M -$60.6K -201 -4%
DWA
1990
Douglass Winthrop Advisors
New York
$1.36M +$9.64K +32 +0.7%
TVAMP
1991
Tennessee Valley Asset Management Partners
Tennessee
$1.36M -$12.7K -42 -0.9%
PEA
1992
Park Edge Advisors
Ohio
$1.36M +$505K +1,676 +59%
JWM
1993
Jeppson Wealth Management
California
$1.36M -$9.04K -30 -0.7%
JPLA
1994
Joseph P. Lucia & Associates
New York
$1.35M -$6.03K -20 -0.4%
CC
1995
Commons Capital
Massachusetts
$1.35M -$236K -782 -15%
CHM
1996
Collaborative Holdings Management
New York
$1.35M +$1.36M +4,500 New
AWAG
1997
ARS Wealth Advisors Group
Florida
$1.35M -$22.9K -76 -2%
AA
1998
Apriem Advisors
California
$1.35M -$108K -358 -7%
TPWA
1999
TRUE Private Wealth Advisors
Oregon
$1.34M +$166K +551 +14%
HAG
2000
HF Advisory Group
Maryland
$1.33M +$16K +53 +1%
78 79
80
81 82