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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1976
CenterStar Asset Management
Illinois
$598K +$456K +2,281 New
RDWM
1977
Red Door Wealth Management
Tennessee
$596K -$170K -852 -27%
SMH
1978
Sanders Morris Harris
Texas
$594K
FWA
1979
FSM Wealth Advisors
Ohio
$593K -$1.6K -8 -0.4%
BMO
1980
Beck Mack & Oliver
New York
$593K -$12K -60 -3%
SIM
1981
SSI Investment Management
California
$592K -$97K -485 -18%
AMM
1982
American Money Management
California
$591K -$55K -275 -11%
SPIO
1983
Seven Post Investment Office
California
$589K
SI
1984
Sprott Inc
Ontario, Canada
$589K
BWM
1985
BCGM Wealth Management
Indiana
$588K -$7.6K -38 -2%
CCM
1986
Chiron Capital Management
Florida
$587K -$30.4K -152 -6%
GGS
1987
Galvin Gaustad & Stein
Arizona
$587K -$85.8K -429 -16%
BFA
1988
Bill Few Associates
Pennsylvania
$586K +$72.2K +361 +19%
KCM
1989
KRS Capital Management
Michigan
$585K -$15K -75 -3%
SIA
1990
SkyView Investment Advisors
New Jersey
$584K +$11.6K +58 +3%
TA
1991
TFB Advisors
Kansas
$583K +$117K +587 +36%
MCCP
1992
Mission Creek Capital Partners
California
$582K -$5K -25 -1%
SFM
1993
Signet Financial Management
New Jersey
$581K +$22.2K +111 +5%
SWM
1994
Selective Wealth Management
Virginia
$581K +$431K +2,154 New
RCA
1995
Resonant Capital Advisors
Wisconsin
$580K +$21.4K +107 +5%
JMF
1996
Johnson Midwest Financial
Iowa
$580K -$4.8K -24 -1%
AAM
1997
Aureus Asset Management
Massachusetts
$579K
AWM
1998
Arista Wealth Management
Nevada
$578K -$24.2K -121 -5%
W
1999
WealthOne
New York
$578K -$1.6K -8 -0.4%
BWM
2000
Boyd Wealth Management
California
$576K