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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1976
Richwood Investment Advisors
Ohio
$407K -$102K -266 -20%
SOAMC
1977
Spirit of America Management Corp
New York
$406K – – –
BMCM
1978
Black Maple Capital Management
Wisconsin
$406K +$173K +450 +75%
BW
1979
Blalock Williams
Alabama
$404K -$43.2K -112 -10%
TP
1980
Tranquility Partners
Tennessee
$404K -$15.4K -40 -4%
ACS
1981
Archford Capital Strategies
Illinois
$403K -$119K -309 -23%
KA
1982
Kozak & Associates
Colorado
$403K -$3.85K -10 -0.9%
NG
1983
Northstar Group
New York
$402K – – –
BRG
1984
Bay Rivers Group
Virginia
$402K +$24.7K +64 +7%
AFG
1985
Allegheny Financial Group
Pennsylvania
$402K +$1.16K +3 +0.3%
IFS
1986
Ifrah Financial Services
Arkansas
$402K -$1.16K -3 -0.3%
NICM
1987
Neo Ivy Capital Management
New York
$401K +$399K +1,036 New
WAM
1988
Wakefield Asset Management
Colorado
$400K – – –
SOS
1989
Silver Oak Securities
Tennessee
$399K -$37K -96 -9%
EB
1990
Exchange Bank
California
$398K – – –
WGC
1991
Watts Gwilliam & Co
Arizona
$397K +$417K +1,081 New
KA
1992
Klingman & Associates
New York
$396K +$2.7K +7 +0.7%
RP
1993
Riverwater Partners
Wisconsin
$396K -$12.7K -33 -3%
RWMG
1994
Redwood Wealth Management Group
New Jersey
$396K +$10.4K +27 +3%
MSS
1995
Mitchell Sinkler & Starr
Pennsylvania
$395K +$23.1K +60 +6%
WCA
1996
Westover Capital Advisors
Delaware
$395K – – –
HIM
1997
Harbour Investment Management
Washington
$394K – – –
PPWM
1998
Paragon Private Wealth Management
Kentucky
$393K -$129K -334 -25%
AAIM
1999
Asset Advisors Investment Management
Georgia
$393K +$5.78K +15 +2%
AAA
2000
American Alpha Advisors
New York
$392K +$391K +1,014 New