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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1976
West Michigan Advisors
Michigan
$8.04M +$190K +1,878 +3%
VFM
1977
Viking Fund Management
North Dakota
$8.03M -$506K -5,000 -7%
BWP
1978
Barlow Wealth Partners
Kentucky
$8.03M +$145K +1,430 +2%
TIA
1979
Tiemann Investment Advisors
California
$8.02M -$310K -3,070 -5%
OL
1980
OneFund LLC
Florida
$7.99M +$64.7K +640 +1%
NTIC
1981
Napean Trading & Investment Company
Singapore
$7.98M +$1.82M +18,045 +39%
RCA
1982
Resonant Capital Advisors
Wisconsin
$7.94M +$585K +5,785 +10%
PM
1983
Parametrica Management
Hong Kong
$7.94M -$2.19M -21,643 -25%
SPFA
1984
Summit Place Financial Advisors
New Jersey
$7.94M -$1.34M -13,230 -17%
ACS
1985
Archford Capital Strategies
Illinois
$7.9M +$270K +2,674 +4%
FMN
1986
Financial Management Network
California
$7.89M -$856K -8,467 -12%
CWG
1987
Crown Wealth Group
North Carolina
$7.88M +$2.82M +27,890 +78%
AIC
1988
Argus Investors Counsel
New York
$7.88M -$1.02M -10,083 -14%
SP
1989
Successful Portfolios
Florida
$7.87M -$2.42M -23,888 -27%
RCA
1990
Ranch Capital Advisors
Florida
$7.86M -$231K -2,283 -3%
MFA
1991
Mayflower Financial Advisors
Massachusetts
$7.85M +$84.1K +832 +1%
MWM
1992
MGB Wealth Management
Texas
$7.85M -$66.7K -660 -1%
HA
1993
Harfst & Associates
Wyoming
$7.84M -$203K -2,003 -3%
AWM
1994
Adams Wealth Management
Utah
$7.8M -$114K -1,130 -2%
CI
1995
CacheTech Inc
Utah
$7.8M +$6.38M +63,140 New
CA
1996
CGN Advisors
Kansas
$7.78M +$932K +9,219 +17%
ECG
1997
Edge Capital Group
Georgia
$7.77M -$506 -5 -0%
WPW
1998
Watershed Private Wealth
Illinois
$7.75M -$99.1K -980 -2%
CW
1999
Channel Wealth
California
$7.74M +$376K +3,718 +6%
CCWA
2000
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.74M +$6.33M +62,647 New