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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1976
Significant Wealth Partners
Illinois
$566K -$57K -497 -9%
CAM
1977
Covenant Asset Management
New Jersey
$566K
CCA
1978
Childress Capital Advisors
Texas
$565K -$43K -375 -7%
SEP
1979
Southland Equity Partners
Missouri
$564K +$5.5K +48 +1%
FWM
1980
Forza Wealth Management
Florida
$561K
LC
1981
Landaas & Company
Wisconsin
$559K -$103K -900 -15%
PRI
1982
Prepared Retirement Institute
Pennsylvania
$558K
NDSI
1983
Newman Dignan & Sheerar Inc
Rhode Island
$558K -$74.1K -646 -12%
TF
1984
Trek Financial
Arizona
$556K +$561K +4,894 New
MSF
1985
Mustard Seed Financial
Arkansas
$556K
IAMOG
1986
Investors Asset Management of Georgia
Georgia
$555K
FNWA
1987
Financial Network Wealth Advisors
Utah
$554K +$19.3K +168 +4%
GAG
1988
GM Advisory Group
New York
$553K +$4.58K +40 +0.8%
SB
1989
Strategic Blueprint
Georgia
$553K -$414K -3,612 -43%
MCM
1990
Marathon Capital Management
Maryland
$551K +$1.72K +15 +0.3%
ESB
1991
Essex Savings Bank
Connecticut
$551K
WHCI
1992
W.H. Cornerstone Investments
Massachusetts
$551K +$2.64K +23 +0.5%
KWS
1993
Keystone Wealth Services
California
$551K -$5.5K -48 -1%
NWA
1994
New World Advisors
Massachusetts
$551K +$96.3K +840 +21%
CAM
1995
Congress Asset Management
Massachusetts
$550K -$240K -2,093 -30%
SMWM
1996
Silvia McColl Wealth Management
California
$549K +$5.04K +44 +0.9%
MCM
1997
Magnolia Capital Management
New York
$549K
SSW
1998
Smith Shellnut Wilson
Mississippi
$547K -$40.5K -353 -7%
RIA
1999
Richwood Investment Advisors
Ohio
$547K -$47.7K -416 -8%
VC
2000
Veracity Capital
Georgia
$546K +$52.5K +458 +11%