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Name Holding Trade Value Shares
Change
Change in
Stake
BFW
1976
Brady Family Wealth
Missouri
– -$1.78M -27,879 Closed
SAM
1977
Secure Asset Management
Michigan
– -$1.77M -27,818 Closed
SIM
1978
SWP Investment Management
Ohio
– -$1.74M -27,372 Closed
KPF
1979
K2 Principal Fund
Ontario, Canada
– -$1.72M -27,000 Closed
JAIC
1980
Josh Arnold Investment Consultant
Minnesota
– -$1.58M -24,825 Closed
FMI
1981
F/M Investments
District of Columbia
– -$1.49M -23,423 Closed
CFWMA
1982
Center for Wealth Management Advisory
Ohio
– -$1.34M -20,986 Closed
PCM
1983
Palouse Capital Management
Washington
– -$1.31M -20,517 Closed
IA
1984
Icon Advisers
Colorado
– -$1.21M -19,059 Closed
RAG
1985
RIA Advisory Group
Iowa
– -$1.12M -17,636 Closed
WW
1986
Waterfront Wealth
Kansas
– -$1.14M -17,495 Closed
BW
1987
BXM Wealth
Colorado
– -$80.6K -16,616 Closed
DRW Securities
1988
DRW Securities
Illinois
– -$911K -14,300 Closed
NPF
1989
Norris Perne & French
Michigan
– -$880K -13,819 Closed
QIM
1990
Quantitative Investment Management
Virginia
– -$843K -13,246 Closed
BLFG
1991
Brian Low Financial Group
Louisiana
– -$809K -12,696 Closed
LCM
1992
Logan Capital Management
Pennsylvania
– -$761K -12,553 Closed
Jump Financial
1993
Jump Financial
Illinois
– -$796K -12,490 Closed
JWCA
1994
J.W. Cole Advisors
Florida
– -$771K -12,379 Closed
Vinva Investment Management
1995
Vinva Investment Management
Australia
– -$711K -11,622 Closed
Forum Financial Management
1996
Forum Financial Management
Illinois
– -$732K -11,487 Closed
SRL
1997
Scientech Research LLC
New Jersey
– -$709K -11,123 Closed
HH
1998
Hilltop Holdings
Texas
– -$699K -10,968 Closed
BCP
1999
Blackhawk Capital Partners
Wisconsin
– -$679K -10,651 Closed
LTM
2000
Lotus Technology Management
Florida
– -$642K -10,079 Closed