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Name Holding Trade Value Shares
Change
Change in
Stake
BO
1976
BRR OpCo
Ohio
$223K -$4.7K -29 -2%
TCM
1977
Triumph Capital Management
Colorado
$223K +$247K +1,524 New
1W
1978
1776 Wealth
Georgia
$222K – – –
BMWM
1979
Brown Miller Wealth Management
Virginia
$222K – – –
SIM
1980
SSI Investment Management
California
$222K – – –
EFM
1981
E Fund Management
China
$222K +$245K +1,512 New
DA
1982
DSC Advisors
Illinois
$221K +$26.1K +161 +12%
TI
1983
Truehand Inc
New Hampshire
$219K – – –
EWM
1984
Executive Wealth Management
Michigan
$218K -$12.6K -78 -5%
OFG
1985
Oxford Financial Group
Indiana
$218K +$324 +2 +0.1%
IA
1986
IAM Advisory
Pennsylvania
$216K +$237K +1,465 New
UWPG
1987
Ullmann Wealth Partners Group
Florida
$216K +$239K +1,475 New
CIC
1988
Chilton Investment Company
Connecticut
$215K – – –
FNT
1989
First Nebraska Trust
Nebraska
$215K – – –
AGA
1990
Arkos Global Advisors
Texas
$214K – – –
CWM
1991
Chronos Wealth Management
Florida
$213K – – –
LWM
1992
Lyell Wealth Management
California
$213K – – –
LIM
1993
Lathrop Investment Management
Arkansas
$213K +$3.08K +19 +1%
NIM
1994
Nicollet Investment Management
Minnesota
$212K -$1.94K -12 -0.8%
ANB
1995
Amarillo National Bank
Texas
$212K – – –
RWB
1996
RMR Wealth Builders
New Jersey
$212K +$1.3K +8 +0.6%
MME
1997
Meag Munich Ergo
Germany
$211K -$3.1M -19,122 -93%
B
1998
Bellecapital
Switzerland
$211K – – –
GPA
1999
Garrison Point Advisors
California
$211K – – –
QWM
2000
QP Wealth Management
New Jersey
$211K – – –