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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1976
Alpha Capital Management
Texas
$449K
NC
1977
NovaPoint Capital
Georgia
$448K -$59.7K -342 -14%
MWPCG
1978
Measured Wealth Private Client Group
New Hampshire
$448K +$91.6K +525 +32%
NGA
1979
Naples Global Advisors
Florida
$448K -$5.76K -33 -2%
Kovitz Investment Group Partners
1980
Kovitz Investment Group Partners
Illinois
$447K +$376K +2,154 New
GFG
1981
Greystone Financial Group
Michigan
$447K +$376K +2,154 New
BIA
1982
Bell Investment Advisors
California
$446K +$33.3K +191 +10%
RIA
1983
RPG Investment Advisory
California
$444K -$37.5K -215 -9%
SWS
1984
SYSTM Wealth Solutions
Illinois
$443K +$373K +2,136 New
FPGK
1985
Financial Partners Group (Kansas)
Kansas
$443K +$12.2K +70 +3%
BCA
1986
Bray Capital Advisors
Florida
$442K -$872 -5 -0.2%
TWM
1987
TMD Wealth Management
Arizona
$441K +$371K +2,128 New
AWM
1988
Altus Wealth Management
Kentucky
$440K +$39.1K +224 +12%
CHA
1989
Cooper/Haims Advisors
New York
$438K -$24.2K -139 -6%
SFM
1990
Signet Financial Management
New Jersey
$438K -$18.1K -104 -5%
RCA
1991
Resonant Capital Advisors
Wisconsin
$438K +$368K +2,110 New
PP
1992
Patron Partners
Texas
$437K -$31.1K -178 -8%
SC
1993
Schubert & Co
Texas
$436K +$4.19K +24 +1%
AIM
1994
Alhambra Investment Management
Florida
$436K -$26.2K -150 -7%
MAM
1995
Maytree Asset Management
Hong Kong
$436K +$366K +2,100 New
DWM
1996
Destination Wealth Management
California
$434K -$223K -1,278 -38%
FF
1997
Friedenthal Financial
New Jersey
$434K +$68.4K +392 +23%
FWM
1998
FMB Wealth Management
California
$433K -$30.2K -173 -8%
FMB
1999
Field & Main Bank
Kentucky
$432K +$45.4K +260 +14%
WC
2000
Whitney & Co
New York
$432K +$27.9K +160 +8%