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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
Modera Wealth Management
New Jersey
$473K +$516K +1,819 New
TI
1977
Trexquant Investment
Connecticut
$472K +$514K +1,812 New
LWAM
1978
Legacy Wealth Asset Management
Minnesota
$470K – – –
MWA
1979
Meridian Wealth Advisors
Texas
$470K – – –
RCS
1980
Retirement Capital Strategies
California
$468K – – –
VCM
1981
Vigilant Capital Management
Maine
$468K +$6.53K +23 +1%
ALAM
1982
Asahi Life Asset Management
Japan
$466K -$365K -1,285 -42%
FG
1983
Fiduciary Group
Georgia
$466K +$42.8K +151 +9%
CWA
1984
Clarus Wealth Advisors
Arizona
$464K +$40.9K +144 +9%
1C
1985
1623 Capital
Virginia
$462K – – –
KCM
1986
Kathmere Capital Management
Pennsylvania
$462K +$112K +396 +29%
SSA
1987
Schonfeld Strategic Advisors
New York
$461K -$19M -66,927 -97%
PL
1988
Plancorp LLC
Missouri
$461K -$68.9K -243 -12%
1WM
1989
1900 Wealth Management
Texas
$461K – – –
CMO
1990
Covenant Multifamily Offices
Texas
$458K -$75.8K -267 -13%
CFA
1991
Cahill Financial Advisors
Minnesota
$456K -$64.4K -227 -11%
OFS
1992
OneAscent Financial Services
Alabama
$456K +$497K +1,753 New
SAM
1993
Silphium Asset Management
United Kingdom
$455K +$298K +1,050 +150%
BTW
1994
Boston Trust Walden
Massachusetts
$455K +$9.36K +33 +2%
SNB
1995
Security National Bank
Nebraska
$455K +$284K +1,000 +133%
RCA
1996
Ranch Capital Advisors
Florida
$454K +$18.4K +65 +4%
CBA
1997
Coastal Bridge Advisors
Connecticut
$454K +$47.1K +166 +11%
AI
1998
ArchPoint Investors
Florida
$454K +$495K +1,743 New
TA
1999
Tiedemann Advisors
New York
$451K -$1.22M -4,315 -71%
ASBI
2000
American State Bank (Iowa)
Iowa
$450K – – –
78 79
80
81 82