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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1976
Lantz Financial
Illinois
$237K – – –
CRWM
1977
Castle Rock Wealth Management
California
$236K -$6.15K -25 -2%
NEAM
1978
New England Asset Management
Connecticut
$236K – – –
DHFB
1979
Dixon Hubard Feinour & Brown
Virginia
$234K +$236K +958 New
BCMO
1980
Buckingham Capital Management (Ohio)
Ohio
$232K -$49.2K -200 -17%
SHWM
1981
Smith & Howard Wealth Management
Georgia
$232K -$17.2K -70 -7%
NB
1982
Nicolet Bankshares
Wisconsin
$232K – – –
QPWM
1983
Quadrant Private Wealth Management
Pennsylvania
$231K – – –
NHC
1984
Nicholas Hoffman & Company
Georgia
$231K +$29K +118 +14%
RIG
1985
Roosevelt Investment Group
New York
$229K -$10.3K -42 -4%
FAN
1986
Financial Advisors Network
California
$229K +$14.5K +59 +7%
FFN
1987
Focus Financial Network
Minnesota
$228K -$505K -2,052 -69%
VCG
1988
Vantage Consulting Group
Virginia
$228K +$230K +936 New
BWA
1989
Bordeaux Wealth Advisors
California
$228K +$231K +937 New
RMAM
1990
Raab & Moskowitz Asset Management
New Jersey
$227K – – –
CIA
1991
CCM Investment Advisers
South Carolina
$226K – – –
CCM
1992
Conway Capital Management
California
$226K – – –
SWP
1993
Summit Wealth Partners
Florida
$225K -$984 -4 -0.4%
NA
1994
Nottingham Advisors
New York
$224K – – –
PPSG
1995
Princeton Portfolio Strategies Group
New Jersey
$224K – – –
W
1996
WealthOne
New York
$224K +$492 +2 +0.2%
MCM
1997
Marathon Capital Management
Maryland
$224K +$5.9K +24 +3%
SIC
1998
Sigma Investment Counselors
Michigan
$224K +$5.9K +24 +3%
CFS
1999
CRA Financial Services
New Jersey
$223K -$19.7K -80 -8%
JWA
2000
JFS Wealth Advisors
Pennsylvania
$223K – – –