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Name Holding Trade Value Shares
Change
Change in
Stake
PAWA
1976
Palo Alto Wealth Advisors
California
$835K +$492K +1,475 +144%
TIM
1977
Total Investment Management
Arizona
$831K +$65.3K +196 +7%
CRCM
1978
Crystal Rock Capital Management
Illinois
$831K -$533K -1,600 -33%
SPWM
1979
Spartan Planning & Wealth Management
North Carolina
$830K -$350K -1,051 -25%
CAM
1980
Creekmur Asset Management
Illinois
$830K +$661K +1,984 +163%
WA
1981
Wambolt & Associates
Colorado
$829K +$105K +316 +11%
AWM
1982
Austin Wealth Management
Texas
$829K +$149K +446 +16%
BF
1983
Brucke Financial
Indiana
$828K -$127K -381 -11%
MFG
1984
MidWestOne Financial Group
Iowa
$828K -$256K -767 -19%
HTC
1985
Haverford Trust Company
Pennsylvania
$827K +$341K +1,023 +47%
WFA
1986
Wellspring Financial Advisors
Ohio
$826K +$2.26M +6,784 +47%
PCMH
1987
Polymer Capital Management (HK)
Hong Kong
$826K -$2.66M -7,974 -71%
FC
1988
Family CFO
California
$825K
HCM
1989
Hodges Capital Management
Texas
$824K +$392K +1,177 +59%
CCP
1990
Clarkston Capital Partners
Michigan
$823K +$33.3K +100 +3%
USWIA
1991
UP Strategic Wealth Investment Advisors
Pennsylvania
$822K +$121K +362 +13%
CAM
1992
Concorde Asset Management
Michigan
$821K -$9.66K -29 -0.9%
WG
1993
Welch Group
Alabama
$821K +$238K +715 +30%
CPC
1994
Consolidated Planning Corp
Georgia
$820K +$181K +542 +21%
LI
1995
LifeWealth Investments
Florida
$820K +$358K +1,073 +51%
TCM
1996
Tran Capital Management
California
$820K -$10K -30 -0.9%
RCS
1997
Retirement Capital Strategies
California
$819K -$108K -325 -9%
HWM
1998
Hemington Wealth Management
Virginia
$819K +$80K +240 +8%
BPW
1999
Bingham Private Wealth
California
$819K -$190K -569 -15%
CIP
2000
Convergence Investment Partners
Florida
$818K -$3.26M -9,788 -76%