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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1976
Roosevelt Investment Group
New York
$229K -$10.3K -42 -4%
FAN
1977
Financial Advisors Network
California
$229K +$14.5K +59 +7%
FFN
1978
Focus Financial Network
Minnesota
$228K -$505K -2,052 -69%
VCG
1979
Vantage Consulting Group
Virginia
$228K +$230K +936 New
BWA
1980
Bordeaux Wealth Advisors
California
$228K +$231K +937 New
RMAM
1981
Raab & Moskowitz Asset Management
New Jersey
$227K
CIA
1982
CCM Investment Advisers
South Carolina
$226K
CCM
1983
Conway Capital Management
California
$226K
SWP
1984
Summit Wealth Partners
Florida
$225K -$984 -4 -0.4%
NA
1985
Nottingham Advisors
New York
$224K
PPSG
1986
Princeton Portfolio Strategies Group
New Jersey
$224K
W
1987
WealthOne
New York
$224K +$492 +2 +0.2%
MCM
1988
Marathon Capital Management
Maryland
$224K +$5.9K +24 +3%
SIC
1989
Sigma Investment Counselors
Michigan
$224K +$5.9K +24 +3%
CFS
1990
CRA Financial Services
New Jersey
$223K -$19.7K -80 -8%
JWA
1991
JFS Wealth Advisors
Pennsylvania
$223K
SGCA
1992
Steel Grove Capital Advisors
Tennessee
$223K +$10.6K +43 +5%
SCG
1993
Sonata Capital Group
Washington
$222K
HDIM
1994
Hanson & Doremus Investment Management
Vermont
$221K -$23.6K -96 -10%
JLBC
1995
J.L. Bainbridge & Co
Florida
$221K -$23.1K -94 -9%
HAS
1996
HBW Advisory Services
California
$220K -$6.4K -26 -3%
COCM
1997
Charter Oak Capital Management
New Hampshire
$220K -$2.95K -12 -1%
SFWC
1998
Strategic Family Wealth Counselors
New Jersey
$219K -$7.63K -31 -3%
AFA
1999
American Financial Advisors
Georgia
$218K +$492 +2 +0.2%
BST
2000
Bath Savings Trust
Maine
$217K -$1.48K -6 -0.7%