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Name Holding Trade Value Shares
Change
Change in
Stake
RGIA
1976
Rainier Group Investment Advisory
Washington
$401K +$27.1K +188 +8%
AB
1977
Atlas Brown
Kentucky
$401K +$370K +2,567 New
WAM
1978
Winslow Asset Management
Ohio
$398K
JWM
1979
JGP Wealth Management
Oregon
$397K +$1.3K +9 +0.4%
GC
1980
Gilbert & Cook
Iowa
$395K +$364K +2,529 New
TIM
1981
Tortoise Investment Management
New York
$392K
GAM
1982
Gemmer Asset Management
California
$391K -$82.7K -574 -19%
HL
1983
HeadInvest LLC
Maine
$390K -$360K -2,497 -50%
ACM
1984
Allred Capital Management
Texas
$389K +$15.1K +105 +4%
BWCS
1985
Beirne Wealth Consulting Services
Connecticut
$388K -$28.8K -200 -7%
CW
1986
CreativeOne Wealth
Kansas
$388K +$358K +2,485 New
BWM
1987
Baystate Wealth Management
Massachusetts
$387K +$44.8K +311 +15%
MC
1988
Miramar Capital
Illinois
$386K
AIP
1989
Ahrens Investment Partners
Louisiana
$385K -$43.2K -300 -11%
HFP
1990
Holistic Financial Partners
Indiana
$382K -$1.73K -12 -0.5%
SIA
1991
Starfire Investment Advisers
Michigan
$381K +$352K +2,440 New
SRC
1992
Sage Rhino Capital
California
$381K +$352K +2,442 New
TA
1993
TMD & Associates
Arizona
$380K
PL
1994
Plancorp LLC
Missouri
$379K +$52.7K +366 +18%
DWA
1995
Dougherty Wealth Advisers
Minnesota
$377K
MCC
1996
Malaga Cove Capital
California
$377K +$4.9K +34 +1%
WCM
1997
Wedge Capital Management
North Carolina
$376K
WA
1998
Waverly Advisors
Alabama
$375K -$218K -1,515 -39%
ODG
1999
O'Dell Group
Ohio
$375K +$346K +2,404 New
PL
2000
Perpetual Ltd
Australia
$374K