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Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1976
Southland Equity Partners
Missouri
$315K -$28.5K -116 -8%
BEI
1977
Benjamin Edwards Inc
Missouri
$315K -$402K -1,637 -56%
ORC
1978
O'Rourke & Company
Massachusetts
$315K +$28K +114 +10%
AFM
1979
Andesa Financial Management
Pennsylvania
$315K +$71.9K +293 New
FG
1980
Foster Group
Iowa
$314K +$16.9K +69 +6%
FWM
1981
Fortress Wealth Management
California
$314K
CA
1982
Crewe Advisors
Utah
$313K -$11K -45 -3%
SIG
1983
Sargent Investment Group
Maryland
$313K +$3.68K +15 +1%
TIA
1984
Tiemann Investment Advisors
California
$313K +$2.46K +10 +0.8%
SW
1985
SMART Wealth
Nebraska
$312K -$10.1K -41 -3%
WCM
1986
WealthBridge Capital Management
Ohio
$312K +$4.42K +18 +1%
LBA
1987
Lowell Blake & Associates
Massachusetts
$311K -$30.4K -124 -9%
HBWM
1988
Hollow Brook Wealth Management
New York
$310K
ACM
1989
Aljian Capital Management
Nevada
$309K
HPWM
1990
High Pines Wealth Management
Massachusetts
$308K +$2.7K +11 +0.9%
SIA
1991
Soltis Investment Advisors
Utah
$307K +$69.7K +284 +29%
AIP
1992
Almanack Investment Partners
Pennsylvania
$305K -$9.82K -40 -3%
SPWG
1993
Syntegra Private Wealth Group
Missouri
$305K +$9.82K +40 +3%
FRM
1994
Fox Run Management
Connecticut
$304K -$40.3K -164 -12%
HHGA
1995
Halbert Hargrove Global Advisors
California
$303K -$5.16K -21 -2%
CPSAC
1996
Chas P. Smith & Associates (CPS)
Florida
$303K -$12.5K -51 -4%
HS
1997
Horan Securities
United States
$303K +$295K +1,200 +2,264%
CB
1998
CNB Bank
Pennsylvania
$302K -$13.3K -54 -4%
WBC
1999
West Branch Capital
Massachusetts
$302K +$245 +1 +0.1%
TPWM
2000
Twelve Points Wealth Management
Massachusetts
$302K +$32.2K +131 +12%