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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1976
Financial Management Professionals
Texas
$137K -$10.4K -45 -7%
HFS
1977
HBC Financial Services
Washington
$135K
SC
1978
Sierra Capital
Florida
$135K
TFM
1979
TFC Financial Management
Massachusetts
$135K +$11.5K +50 +9%
TLFA
1980
True Link Financial Advisors
California
$131K -$7.37K -32 -5%
SWA
1981
SOA Wealth Advisors
New York
$131K +$3.91K +17 +3%
GWSG
1982
GPS Wealth Strategies Group
Colorado
$129K -$47.2K -205 -25%
IRAG
1983
Investment Research & Advisory Group
Georgia
$129K
SSC
1984
Syverson Strege & Co
Iowa
$128K
SOW
1985
State of Wyoming
Wyoming
$128K +$139K +602 New
Q
1986
QVR
California
$125K +$116K +502 +570%
PP
1987
Pacifica Partners
Canada
$123K
RCG
1988
Rock Creek Group
District of Columbia
$122K -$94.6K -411 -42%
ODG
1989
O'Dell Group
Ohio
$120K +$130K +563 New
AW
1990
Alaethes Wealth
Nevada
$117K -$632K -2,748 -83%
GWS
1991
Glassman Wealth Services
Virginia
$112K +$18.6K +81 +18%
BCM
1992
Blume Capital Management
California
$111K
CFO
1993
CVA Family Office
Colorado
$110K -$162K -704 -62%
DAC
1994
Dividend Assets Capital
South Carolina
$110K -$46K -200 -28%
PSB
1995
Piscataqua Savings Bank
New Hampshire
$108K -$46K -200 -28%
OCM
1996
Orion Capital Management
California
$106K +$34.5K +150 +43%
CAGAS
1997
Capital Advisory Group Advisory Services
Minnesota
$103K +$34.8K +151 +45%
CPC
1998
Consolidated Planning Corp
Georgia
$103K +$111K +483 New
LF
1999
Lee Financial
Texas
$102K -$1.34M -5,824 -92%
MRCM
2000
M&R Capital Management
New Jersey
$102K -$601K -2,610 -84%