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Name Holding Trade Value Shares
Change
Change in
Stake
M1FG
1976
Mach-1 Financial Group
Arkansas
$126K -$8.49K -100 -6%
TCWA
1977
Ten Capital Wealth Advisors
Washington
$125K +$26.6K +313 +27%
GFPC
1978
Global Financial Private Client
Florida
$124K
TWM
1979
Tradition Wealth Management
Minnesota
$123K +$91K +1,071 +275%
CQS
1980
Credential Qtrade Securities
$123K
BHWM
1981
Beaird Harris Wealth Management
Texas
$119K +$1.53K +18 +1%
HGERS
1982
Householder Group Estate & Retirement Specialist
Arizona
$119K +$121K +1,420 New
CIM
1983
Contravisory Investment Management
Massachusetts
$117K
CSS
1984
Cubist Systematic Strategies
Connecticut
$107K -$5.45M -64,176 -98%
LS
1985
Livforsakringsbolaget Skandia
Sweden
$105K -$425K -5,000 -80%
JEST
1986
JTC Employer Solutions Trustee
Jersey
$105K
AIP
1987
ARS Investment Partners
New York
$105K +$106K +1,246 New
WAM
1988
Worth Asset Management
Texas
$103K -$14.9K -175 -13%
HWA
1989
HHM Wealth Advisors
Tennessee
$101K -$51.5K -606 -34%
HS
1990
Horan Securities
United States
$100K +$85 +1 +0.1%
NF
1991
Norwood Financial
Pennsylvania
$99K -$10.6K -125 -10%
LWA
1992
Lowe Wealth Advisors
Maryland
$98K +$51K +600 +106%
GTAM
1993
Global Trust Asset Management
Florida
$95K
Nomura Holdings
1994
Nomura Holdings
Japan
$93K -$3.17M -37,327 -97%
HCM
1995
Highlander Capital Management
New Jersey
$88K
KA
1996
Kozak & Associates
Colorado
$88K +$255 +3 +0.3%
CHC
1997
City Holding Co
West Virginia
$87K
BA
1998
Bellwether Advisors
Nebraska
$87K +$5.44K +64 +7%
SC
1999
Seldon Capital
California
$86K
WB
2000
West Bancorporation
Iowa
$84K