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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1976
Ironwood Financial
Arizona
$49K
RWM
1977
Raffa Wealth Management
District of Columbia
$48K +$48.8K +574 New
QCIG
1978
Quad-Cities Investment Group
Iowa
$47K
BC
1979
Barnett & Company
Tennessee
$42K +$42.5K +500 New
CH
1980
Canton Hathaway
Rhode Island
$42K +$42.5K +500 New
TCCM
1981
Timber Creek Capital Management
Massachusetts
$41K
MAM
1982
Marquette Asset Management
Minnesota
$40K +$25.5K +300 +173%
KFS
1983
Kelly Financial Services
Massachusetts
$38.6K
LGWM
1984
Litman Gregory Wealth Management
California
$38K -$18.9K -222 -33%
NPP
1985
New Potomac Partners
Maryland
$38K
1NWS
1986
1 North Wealth Services
Maryland
$38K +$38.3K +451 New
LIM
1987
Lagoda Investment Management
New York
$35K -$19.2K -226 -35%
WCG
1988
Weaver Consulting Group
California
$35K
FRA
1989
Front Row Advisors
California
$33K +$85 +1 +0.3%
HGWM
1990
Harvest Group Wealth Management
Massachusetts
$33K +$1.7K +20 +5%
OIM
1991
Opus Investment Management
Massachusetts
$33K +$34K +400 New
PCFFS
1992
Pacific Center for Financial Services
California
$31K
BAMG
1993
Brand Asset Management Group
Missouri
$29K -$17.1K -201 -37%
MCA
1994
Mercer Capital Advisers
New Jersey
$29K
LFG
1995
Larson Financial Group
Missouri
$29K +$5.35K +63 +23%
MIM
1996
Macroview Investment Management
Maryland
$28K +$85 +1 +0.3%
RFWA
1997
RPg Family Wealth Advisory
Massachusetts
$27.6K
AWM
1998
AllSquare Wealth Management
New York
$25K -$17K -200 -40%
GSC
1999
G&S Capital
Colorado
$25K +$85 +1 +0.3%
RFM
2000
Royal Fund Management
Florida
$24K