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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1976
ProVise Management Group
Florida
$546K +$100 +1 +0%
GPI
1977
General Partner Inc
Pennsylvania
$543K
FWM
1978
Forza Wealth Management
Florida
$543K -$339K -3,390 -41%
ESBC
1979
E.S. Barr & Co
Kentucky
$543K -$9.99K -100 -2%
SW
1980
Solidarity Wealth
Utah
$542K -$21.5K -215 -4%
CSB
1981
City State Bank
Iowa
$541K +$799 +8 +0.2%
CGA
1982
Crescent Grove Advisors
Illinois
$541K +$999 +10 +0.2%
SEP
1983
Southland Equity Partners
Missouri
$541K +$11.9K +119 +2%
PRI
1984
Prepared Retirement Institute
Pennsylvania
$540K +$490K +4,909 New
HR
1985
Howe & Rusling
New York
$539K +$6.2K +62 +1%
NPT
1986
National Philanthropic Trust
Pennsylvania
$539K +$489K +4,899 New
SMWM
1987
Silvia McColl Wealth Management
California
$539K
KWS
1988
Keystone Wealth Services
California
$539K -$12.5K -125 -2%
MSF
1989
Mustard Seed Financial
Arkansas
$539K +$489K +4,893 New
IAMOG
1990
Investors Asset Management of Georgia
Georgia
$538K
RIM
1991
Redwood Investment Management
Arizona
$537K +$107K +1,071 +28%
CSWM
1992
Cassady Schiller Wealth Management
Ohio
$536K
3IP
1993
3Chopt Investment Partners
Virginia
$533K +$484K +4,843 New
MCM
1994
Marathon Capital Management
Maryland
$532K -$5K -50 -1%
PEA
1995
Park Edge Advisors
Ohio
$532K -$22.3K -223 -4%
WHCI
1996
W.H. Cornerstone Investments
Massachusetts
$531K -$1.1K -11 -0.2%
MCM
1997
Magnolia Capital Management
New York
$531K
GAG
1998
GM Advisory Group
New York
$531K -$8.39K -84 -2%
AC
1999
AWM Capital
Arizona
$528K -$48K -480 -9%
1WM
2000
1900 Wealth Management
Texas
$528K -$110K -1,096 -19%