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Name Holding Trade Value Shares
Change
Change in
Stake
EW
1976
Elyxium Wealth
California
$132K +$135K +826 New
BOJHT
1977
Bank of Jackson Hole Trust
Wyoming
$131K +$14.9K +91 +12%
MAM
1978
Marquette Asset Management
Minnesota
$131K
RMC
1979
Resources Management Corp
Connecticut
$130K +$13.1K +80 +11%
CWM
1980
Consultiva Wealth Management
Puerto Rico
$128K
ETS
1981
ESL Trust Services
New York
$128K
EI
1982
EFG International
$128K +$131K +800 New
MR
1983
Munich Reinsurance
$127K -$47.4K -290 -27%
PGAM
1984
Princeton Global Asset Management
New Jersey
$123K -$218K -1,333 -63%
RDFA
1985
Ritter Daniher Financial Advisory
Ohio
$122K +$65.6K +401 +111%
CHC
1986
City Holding Co
West Virginia
$121K
PP
1987
Pacifica Partners
Canada
$121K -$734K -4,488 -86%
AW
1988
Ankerstar Wealth
Texas
$120K +$123K +751 New
RCM
1989
Richardson Capital Management
Wisconsin
$120K
AWM
1990
Ameliora Wealth Management
Switzerland
$120K
PWMA
1991
Pension & Wealth Management Advisors
Massachusetts
$120K
DE
1992
DV Equities
Illinois
$119K +$121K +743 New
CWP
1993
Concord Wealth Partners
Virginia
$118K -$5.89K -36 -5%
B
1994
Birchbrook
Maine
$118K -$69.8K -427 -37%
GKIM
1995
GW&K Investment Management
Massachusetts
$116K
TWD
1996
True Wealth Design
Ohio
$115K +$6.87K +42 +6%
RAM
1997
Reflection Asset Management
South Carolina
$114K +$117K +715 New
CC
1998
Corsicana & Co
Texas
$114K
VWM
1999
Vermillion Wealth Management
Minnesota
$112K +$39.7K +243 +53%
XC
2000
XY Capital
Hong Kong
$111K +$45.3K +277 +66%