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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1976
Todd Asset Management
Kentucky
$650K
CAM
1977
Cubic Asset Management
Massachusetts
$650K +$18.9K +1,000 +2%
CFO
1978
CVA Family Office
Colorado
$649K +$122K +6,450 +18%
FNBOSM
1979
First National Bank of South Miami
Florida
$648K +$29.8K +1,580 +4%
W
1980
Wealthquest
Ohio
$647K +$26.2K +1,390 +3%
PAA
1981
Peregrine Asset Advisers
Oregon
$647K +$86.8K +4,600 +11%
GCM
1982
G2 Capital Management
Ohio
$644K
DA
1983
Drake & Associates
Wisconsin
$642K +$799K +42,330 New
TP
1984
Tranquility Partners
Tennessee
$641K -$69.5K -3,680 -8%
DCM
1985
Delta Capital Management
New Jersey
$641K
LAM
1986
L2 Asset Management
Massachusetts
$641K +$22.5K +1,190 +3%
CFA
1987
Capstone Financial Advisors
Illinois
$640K +$1.89K +100 +0.2%
AFG
1988
Albion Financial Group
Utah
$639K -$1.89K -100 -0.2%
GM
1989
GeoWealth Management
Illinois
$638K -$3.96K -210 -0.5%
MSA
1990
McAlister Sweet & Associates
Texas
$638K +$124K +6,550 +18%
PFM
1991
Parsec Financial Management
North Carolina
$637K -$165K -8,720 -17%
EC
1992
Enhancing Capital
Pennsylvania
$637K
FBFS
1993
First Business Financial Services
Wisconsin
$637K +$108K +5,720 +16%
TFGT
1994
TS Financial Group (TSFG)
Illinois
$637K +$237K +12,580 +43%
CDH
1995
Charles D. Hyman
$636K -$245K -13,000 -24%
PMFA
1996
Plante Moran Financial Advisors
Michigan
$635K -$55.3K -2,930 -7%
OWA
1997
Outlook Wealth Advisors
Texas
$635K -$38.5K -2,040 -5%
CL
1998
CPWM LLC
Washington
$633K -$468K -24,790 -37%
SAF
1999
Smith Anglin Financial
Texas
$633K -$82.9K -4,390 -10%
EFL
2000
ERn Financial LLC
Wisconsin
$633K +$221K +11,690 +39%