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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1976
Core Wealth Partners
California
$589K +$29K +251 +5%
CWP
1977
CFM Wealth Partners
Texas
$589K -$105K -907 -15%
EIG
1978
Ellenbecker Investment Group
Wisconsin
$589K +$15.5K +134 +3%
CCA
1979
Corps Capital Advisors
Texas
$588K +$601K +5,201 New
SAMT
1980
Select Asset Management & Trust
Pennsylvania
$588K +$601K +5,200 New
CFS
1981
CRA Financial Services
New Jersey
$586K +$43.3K +375 +8%
WB
1982
West Bancorporation
Iowa
$586K -$68.5K -593 -10%
VST
1983
Van Strum & Towne
California
$586K +$156K +1,350 +35%
CIA
1984
Compass Ion Advisors
Pennsylvania
$584K -$19K -164 -3%
MPM
1985
Meritage Portfolio Management
Kansas
$584K +$12.9K +112 +2%
PWM
1986
Pines Wealth Management
North Carolina
$583K +$600K +5,191 New
AG
1987
AmeriFlex Group
Nevada
$583K +$527K +4,557 New
HR
1988
Howe & Rusling
New York
$582K +$20.1K +174 +3%
RFG
1989
Range Financial Group
Oregon
$582K +$594K +5,142 New
BBA
1990
Baader Bank Aktiengesellschaft
Germany
$581K -$26.6K -230 -4%
RCA
1991
Ranch Capital Advisors
Florida
$580K +$116 +1 +0%
WFI
1992
West Family Investments
California
$578K +$39.5K +342 +7%
4A
1993
4Wealth Advisors
Illinois
$577K +$590K +5,103 New
MCC
1994
Malaga Cove Capital
California
$576K -$1.85K -16 -0.3%
OL
1995
Optas LLC
Texas
$576K +$114K +989 +24%
JE
1996
JMAC Enterprises
Pennsylvania
$576K -$45.3K -392 -7%
CA
1997
Capital Advantage
California
$575K +$588K +5,087 New
LSPW
1998
Lake Street Private Wealth
Illinois
$575K -$104K -901 -15%
MCWS
1999
McKinley Carter Wealth Services
West Virginia
$574K +$462 +4 +0.1%
CCMG
2000
Clark Capital Management Group
Pennsylvania
$573K +$109K +939 +23%