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Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1976
Kayne Anderson Rudnick Investment Management
California
$164K +$6.14K +36 +5%
FNBOSM
1977
First National Bank of South Miami
Florida
$162K – – –
DWP
1978
Destiny Wealth Partners
Florida
$162K +$118K +690 New
WPA
1979
West Paces Advisors
Georgia
$161K -$1.02K -6 -0.9%
1IA
1980
1834 Investment Advisors
Wisconsin
$159K -$7.68K -45 -6%
TVWM
1981
Tower View Wealth Management
Wisconsin
$159K – – –
IRC
1982
Investors Research Corp
Georgia
$159K +$51.2K +300 +80%
CH
1983
Canton Hathaway
Rhode Island
$159K +$115K +675 New
TIAM2
1984
Tru Independence Asset Management 2
Oregon
$159K +$115K +675 New
SIC
1985
Salem Investment Counselors
North Carolina
$156K +$74.7K +438 +195%
CCA
1986
Column Capital Advisors
Indiana
$155K -$5.12K -30 -4%
SL
1987
Savior LLC
Massachusetts
$152K – – –
KFI
1988
Key Financial Inc
Pennsylvania
$152K +$110K +645 New
RMC
1989
Resources Management Corp
Connecticut
$151K -$5.63K -33 -5%
HGWM
1990
Harvest Group Wealth Management
Massachusetts
$150K +$1.54K +9 +1%
VBCG
1991
Valley Brook Capital Group
Pennsylvania
$148K +$108K +630 New
IA
1992
Inspire Advisors
Idaho
$147K +$106K +624 New
AssetMark Inc
1993
AssetMark Inc
California
$145K +$76.8K +450 +273%
TI
1994
tru Independence
Oregon
$141K +$159K +930 +94%
CANY
1995
Caxton Associates (New York)
New York
$139K -$608K -3,564 -86%
HWM
1996
HighMark Wealth Management
Minnesota
$138K -$50.7K -297 -34%
VCG
1997
Vantage Consulting Group
Virginia
$137K +$99.3K +582 New
FEG
1998
Financial Enhancement Group
Indiana
$128K – – –
SMG
1999
Spectrum Management Group
Indiana
$128K +$1.02K +6 +1%
CMBA
2000
C.M. Bidwell & Associates
Hawaii
$128K +$92.7K +543 New