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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1976
Gallagher Fiduciary Advisors
Illinois
$1.52M +$11.9K +29 +0.7%
SGA
1977
Strategic Global Advisors
California
$1.51M -$20.6K -50 -1%
BFA
1978
Beaumont Financial Advisors
Massachusetts
$1.51M +$37.9K +92 +2%
SFGP
1979
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.51M +$2.06K +5 +0.1%
AIM
1980
Acropolis Investment Management
Missouri
$1.51M -$166K -403 -9%
RFA
1981
Reyes Financial Architecture
California
$1.51M -$65.5K -159 -4%
LW
1982
Linscomb Wealth
Texas
$1.51M -$9.89K -24 -0.6%
BTD
1983
BankPlus Trust Department
Mississippi
$1.51M +$168K +408 +11%
V
1984
ViaWealth
Kansas
$1.51M
FPGK
1985
Financial Partners Group (Kansas)
Kansas
$1.51M +$24.7K +60 +2%
PCP
1986
Panoramic Capital Partners
Oregon
$1.51M +$44.5K +108 +3%
S
1987
Sunpointe
Missouri
$1.5M +$25.5K +62 +2%
TCM
1988
Triumph Capital Management
Colorado
$1.5M +$158K +383 +10%
AG
1989
Advocate Group
Minnesota
$1.5M +$824 +2 +0%
TVAMP
1990
Tennessee Valley Asset Management Partners
Tennessee
$1.5M +$18.9K +46 +1%
JWM
1991
JGP Wealth Management
Oregon
$1.5M +$16.9K +41 +1%
MWM
1992
Manske Wealth Management
Texas
$1.49M +$488K +1,185 +42%
MAM
1993
Mainsail Asset Management
Alabama
$1.49M +$19.8K +48 +1%
HPM
1994
Hoxton Planning & Management
West Virginia
$1.49M -$77.4K -188 -4%
NDBT
1995
North Dallas Bank & Trust
Texas
$1.49M +$4.94K +12 +0.3%
WA
1996
Winter & Associates
Minnesota
$1.49M +$35.4K +86 +2%
TCWM
1997
Total Clarity Wealth Management
Illinois
$1.49M -$119K -289 -7%
PFM
1998
Phillips Financial Management
Indiana
$1.49M -$9.06K -22 -0.5%
CMANY
1999
Capital Management Associates (New York)
New York
$1.49M
NM
2000
NWI Management
New York
$1.49M