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Name Holding Trade Value Shares
Change
Change in
Stake
CPG
1976
Custom Portfolio Group
Colorado
$1.09K +$963 +12 New
WAG
1977
Wiser Advisor Group
Arizona
$1.09K +$963 +12 New
CAM
1978
ClariVest Asset Management
California
$987 +$883 +11 New
IRAG
1979
Investment Research & Advisory Group
Georgia
$875 – – –
MSG
1980
Main Street Group
Virginia
$780 +$642 +8 New
AIMA
1981
Ables Iannone Moore & Associates
Georgia
$765 +$642 +8 New
DWA
1982
Delos Wealth Advisors
Texas
$656 – – –
TWP
1983
TFO Wealth Partners
Ohio
$656 – – –
DWM
1984
Dogwood Wealth Management
Kansas
$11 – – –
AS
1985
Altshuler Shaham
Israel
– -$85.7M -1,095,001 Closed
SC
1986
Saturna Capital
Washington
– -$16.9M -216,055 Closed
GGI
1987
Godsey & Gibb Inc
Virginia
– -$8.03M -102,600 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1988
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$6.55M -83,673 Closed
IP
1989
Interval Partners
New York
– -$5.21M -66,506 Closed
SBH
1990
Segall Bryant & Hamill
Illinois
– -$4.27M -54,613 Closed
TAF
1991
Tredje AP-fonden
Sweden
– -$4.15M -52,989 Closed
VF
1992
Virtu Financial
New York
– -$4.14M -52,954 Closed
EA
1993
Ellsworth Advisors
Ohio
– -$2.92M -40,178 Closed
FF
1994
Fluent Financial
Texas
– -$2.96M -37,851 Closed
LCM
1995
Laurion Capital Management
New York
– -$2.77M -34,563 Closed
HSA
1996
Hussman Strategic Advisors
Maryland
– -$2.36M -30,139 Closed
TC
1997
Trilogy Capital
California
– -$2.28M -29,187 Closed
SMI
1998
Shelter Mutual Insurance
Missouri
– -$2.24M -28,668 Closed
DTL
1999
Dynamic Technology Lab
Singapore
– -$2.17M -27,758 Closed
PRC
2000
Pearl River Capital
Michigan
– -$2.16M -27,564 Closed