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Name Holding Trade Value Shares
Change
Change in
Stake
NAG
1976
Northstar Advisory Group
New Jersey
$765K +$115 +2 +0%
W
1977
WealthOne
New York
$761K -$48.3K -841 -6%
KFI
1978
Key Financial Inc
Pennsylvania
$756K
MG
1979
Mather Group
Illinois
$755K +$31.3K +545 +4%
AAM
1980
AMI Asset Management
California
$755K +$45.5K +793 +6%
GAG
1981
GM Advisory Group
New York
$754K -$2.35K -41 -0.3%
MGWM
1982
Marks Group Wealth Management
Minnesota
$754K +$55.4K +965 +8%
MCM
1983
McKinley Capital Management
Alaska
$753K +$4.36K +76 +0.6%
TCM
1984
Triumph Capital Management
Colorado
$753K +$767K +13,367 New
GIA
1985
Granite Investment Advisors
New Hampshire
$752K -$1.26K -22 -0.2%
VCM
1986
Vivaldi Capital Management
Illinois
$751K -$57.6K -1,004 -7%
BWM
1987
Baystate Wealth Management
Massachusetts
$751K +$32.1K +559 +4%
BWP
1988
Bernardo Wealth Planning
Pennsylvania
$750K -$459 -8 -0.1%
SG
1989
Stonnington Group
California
$750K
GC
1990
Gilbert & Cook
Iowa
$750K +$33.5K +584 +5%
MCC
1991
Malaga Cove Capital
California
$747K +$9.53K +166 +1%
CAM
1992
Cozad Asset Management
Illinois
$746K -$115K -2,010 -13%
BBNA
1993
Bremer Bank National Association
Minnesota
$746K -$61.3K -1,069 -7%
WIC
1994
Whitegate Investment Counselors
New Hampshire
$745K +$228K +3,975 +43%
HR
1995
Hayden Royal
North Carolina
$743K -$90.3K -1,573 -11%
ACP
1996
Aveo Capital Partners
Colorado
$743K -$47.8K -833 -6%
TNA
1997
True North Advisors
Texas
$741K +$382K +6,653 +101%
EN1L
1998
Engine No 1 LLC
California
$741K +$759K +13,232 New
MSU
1999
Mizuho Securities USA
New York
$739K -$705K -12,284 -48%
DDC
2000
DF Dent & Co
Maryland
$738K