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Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1976
Migdal Insurance & Financial Holdings
Israel
$368K -$108K -740 -21%
KCPT
1977
Kingstone Capital Partners Texas
Texas
$368K -$59.3K -406 -12%
FSAG
1978
Financial Solutions Advisory Group
Illinois
$368K +$417K +2,855 New
AF
1979
Alerus Financial
North Dakota
$367K
CRI
1980
Colonial River Investments
Virginia
$367K -$128K -875 -23%
SI
1981
Severin Investments
Missouri
$366K +$175K +1,199 +73%
SWRP
1982
Summit Wealth & Retirement Planning
California
$366K +$38.2K +262 +10%
SWTS
1983
Stonehaven Wealth & Tax Solutions
Wisconsin
$366K +$415K +2,840 New
PWM
1984
Platt Wealth Management
California
$365K
MA
1985
MBA Advisors
Pennsylvania
$364K -$16.9K -116 -4%
SCM
1986
Stevens Capital Management
Pennsylvania
$364K -$66.1K -453 -14%
GHA
1987
Good Harbor Advisors
Massachusetts
$364K
OWM
1988
Opes Wealth Management
California
$363K -$5.84K -40 -1%
IA
1989
Invested Advisors
Pennsylvania
$363K +$146 +1 +0%
SWM
1990
Stronghold Wealth Management
Florida
$363K +$13.7K +94 +3%
M
1991
MATAURO
New York
$362K -$72K -493 -15%
RBC
1992
Roble Belko & Company
Pennsylvania
$361K -$730 -5 -0.2%
3F
1993
360 Financial
Minnesota
$360K
FIA
1994
FNY Investment Advisers
New York
$360K +$350K +2,400 +600%
MCC
1995
Malaga Cove Capital
California
$359K +$53.1K +364 +15%
ISFAN
1996
Investor's Fiduciary Advisor Network
Washington
$359K +$292 +2 +0.1%
FCA
1997
Fortis Capital Advisors
Kansas
$358K -$42.6K -292 -10%
NFA
1998
Northern Financial Advisors
Michigan
$358K +$210K +1,436 +107%
HIC
1999
Holderness Investments Company
North Carolina
$357K +$2.92K +20 +0.7%
CFD
2000
Creative Financial Designs
Indiana
$355K +$72.4K +496 +22%