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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
1976
E Fund Management
China
$222K +$245K +1,512 New
DA
1977
DSC Advisors
Illinois
$221K +$26.1K +161 +12%
TI
1978
Truehand Inc
New Hampshire
$219K
EWM
1979
Executive Wealth Management
Michigan
$218K -$12.6K -78 -5%
OFG
1980
Oxford Financial Group
Indiana
$218K +$324 +2 +0.1%
IA
1981
IAM Advisory
Pennsylvania
$216K +$237K +1,465 New
UWPG
1982
Ullmann Wealth Partners Group
Florida
$216K +$239K +1,475 New
CIC
1983
Chilton Investment Company
Connecticut
$215K
FNT
1984
First Nebraska Trust
Nebraska
$215K
AGA
1985
Arkos Global Advisors
Texas
$214K
CWM
1986
Chronos Wealth Management
Florida
$213K
LWM
1987
Lyell Wealth Management
California
$213K
LIM
1988
Lathrop Investment Management
Arkansas
$213K +$3.08K +19 +1%
NIM
1989
Nicollet Investment Management
Minnesota
$212K -$1.94K -12 -0.8%
ANB
1990
Amarillo National Bank
Texas
$212K
RWB
1991
RMR Wealth Builders
New Jersey
$212K +$1.3K +8 +0.6%
MME
1992
Meag Munich Ergo
Germany
$211K -$3.1M -19,122 -93%
B
1993
Bellecapital
Switzerland
$211K
GPA
1994
Garrison Point Advisors
California
$211K
QWM
1995
QP Wealth Management
New Jersey
$211K
ER
1996
Enlightenment Research
Florida
$211K +$233K +1,439 New
BCM
1997
Bienville Capital Management
New York
$210K
EFL
1998
ERn Financial LLC
Wisconsin
$210K
FFG
1999
Ford Financial Group
California
$210K
OCG
2000
Opus Capital Group
Ohio
$210K +$162 +1 +0.1%