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Name Holding Trade Value Shares
Change
Change in
Stake
GCS
1976
Gordian Capital (Singapore)
Singapore
$244K -$121K -1,470 -36%
GCM
1977
G2 Capital Management
Ohio
$243K +$214K +2,602 New
TWA
1978
TCI Wealth Advisors
Arizona
$242K +$214K +2,596 New
BBW
1979
Blue Barn Wealth
Utah
$242K +$213K +2,591 New
OR
1980
Olympiad Research
Connecticut
$242K +$213K +2,591 New
AAMC
1981
Asset Allocation & Management Company
Illinois
$241K +$213K +2,585 New
WTC
1982
WhitTier Trust Company
Nevada
$241K -$15.9K -193 -7%
NAM
1983
NorthCrest Asset Manangement
Minnesota
$240K -$137K -1,668 -39%
WKWM
1984
Walter & Keenan Wealth Management
Indiana
$240K +$212K +2,575 New
AIP
1985
Almanack Investment Partners
Pennsylvania
$238K +$210K +2,556 New
LSA
1986
Lion Street Advisors
Texas
$238K +$210K +2,552 New
CTC (Chicago Trading Company)
1987
CTC (Chicago Trading Company)
Illinois
$238K -$123K -1,500 -37%
GITFIT
1988
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$238K +$16.5K +200 +9%
CC
1989
Corton Capital
Ontario, Canada
$237K -$128K -1,555 -38%
BWM
1990
Blossom Wealth Management
California
$236K +$208K +2,531 New
OWA
1991
Outlook Wealth Advisors
Texas
$236K +$208K +2,529 New
USWIA
1992
UP Strategic Wealth Investment Advisors
Pennsylvania
$236K +$208K +2,529 New
WPWM
1993
Western Pacific Wealth Management
Illinois
$235K +$98.8K +1,200 +91%
PWMAG
1994
Pinnacle Wealth Management Advisory Group
New Jersey
$235K +$207K +2,517 New
DAM
1995
DLD Asset Management
New York
$234K +$207K +2,509 New
AF
1996
Arrow Financial
New York
$233K +$206K +2,500 New
DCA
1997
DSG Capital Advisors
Minnesota
$233K +$206K +2,500 New
GWM
1998
Gitterman Wealth Management
New Jersey
$233K +$206K +2,500 New
RLWM
1999
RF&L Wealth Management
Massachusetts
$233K +$206K +2,500 New
MIM
2000
Moseley Investment Management
Florida
$233K +$206K +2,497 New