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Name Holding Trade Value Shares
Change
Change in
Stake
SPI
1976
Santori & Peters Inc
Pennsylvania
$508K
PWPS
1977
Pinnacle Wealth Planning Services
Ohio
$507K -$220K -741 -28%
CAAS
1978
Capital Asset Advisory Services
Michigan
$506K -$26.7K -90 -4%
LWMM
1979
Legacy Wealth Management (Mississippi)
Mississippi
$505K +$307K +1,036 +115%
SBIA
1980
Sheaff Brock Investment Advisors
Indiana
$504K +$29.7K +100 +5%
DDC
1981
DF Dent & Co
Maryland
$504K
RFN
1982
RDA Financial Network
Iowa
$503K +$78.9K +266 +16%
MIA
1983
MainStreet Investment Advisors
Illinois
$503K -$3.26K -11 -0.6%
PPC
1984
Park Place Capital
Alabama
$502K -$37.1K -125 -6%
LAM
1985
Lewis Asset Management
California
$502K +$127K +427 +29%
SFG
1986
Sunburst Financial Group
Alabama
$499K -$24.6K -83 -4%
CFMC
1987
Curbstone Financial Management Corp
New Hampshire
$498K
TCM
1988
Tributary Capital Management
Nebraska
$495K -$29.4K -99 -5%
APW
1989
Acima Private Wealth
Virginia
$493K
BHPW
1990
Beverly Hills Private Wealth
California
$492K -$63.8K -215 -10%
MCWA
1991
Meadow Creek Wealth Advisors
Georgia
$492K +$2.97K +10 +0.5%
SAW
1992
Signal Advisors Wealth
Michigan
$490K +$56.4K +190 +11%
IP
1993
Ignite Planners
California
$487K -$2.67K -9 -0.5%
AWM
1994
Avior Wealth Management
Nebraska
$487K -$551K -1,856 -50%
SBWIC
1995
Schaper Benz & Wise Investment Counsel
Wisconsin
$487K
CAM
1996
Campion Asset Management
Virginia
$487K
BIA
1997
Beacon Investment Advisors
Maryland
$485K
CAL
1998
Capital Analysts LLC
Pennsylvania
$485K -$8.6K -29 -2%
GEA
1999
Glen Eagle Advisors
New Jersey
$485K +$297 +1 +0.1%
CFS
2000
Commonwealth Financial Services
West Virginia
$484K +$49K +165 +10%