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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1976
Vigilant Capital Management
Maine
$55K – – –
SWM
1977
Selective Wealth Management
Virginia
$53K +$3.23K +14 +7%
TCWA
1978
Ten Capital Wealth Advisors
Washington
$53K +$6.91K +30 +16%
HFS
1979
HBC Financial Services
Washington
$49K -$2.31K -10 -5%
APC
1980
Aspire Private Capital
North Carolina
$49K – – –
AWM
1981
Activest Wealth Management
Florida
$48K -$2.07K -9 -4%
PWP
1982
Personal Wealth Partners
Minnesota
$48K +$44.9K +195 New
AS
1983
Altshuler Shaham
Israel
$45K +$74.4K +323 New
TIM
1984
Tortoise Investment Management
New York
$44K +$29.7K +129 +258%
CH
1985
Canton Hathaway
Rhode Island
$43K – – –
TC
1986
Tacita Capital
Ontario, Canada
$43K +$40.1K +174 New
TC
1987
Trust Company
Kansas
$42K – – –
MG
1988
MilWealth Group
Wisconsin
$40.3K – – –
PMFA
1989
Plante Moran Financial Advisors
Michigan
$40K -$257K -1,117 -87%
CWA
1990
Clearview Wealth Advisors
Oregon
$40K -$1.84K -8 -5%
COCM
1991
Charter Oak Capital Management
New Hampshire
$40K – – –
DSC
1992
Duncker Streett & Co
Missouri
$40K +$9.91K +43 +36%
WLPWM
1993
Walled Lake Planning & Wealth Management
Illinois
$39K – – –
LWA
1994
Lenox Wealth Advisors
New York
$38K -$8.3K -36 -19%
FPW
1995
Flagship Private Wealth
Massachusetts
$37K – – –
CCA
1996
Column Capital Advisors
Indiana
$36K – – –
WQ
1997
Wealth Quarterback
New Jersey
$36K +$33.6K +146 New
RWM
1998
Raffa Wealth Management
District of Columbia
$35.4K -$171K -740 -84%
PCFFS
1999
Pacific Center for Financial Services
California
$35K – – –
GLLW
2000
Graves Light Lenhart Wealth
Virginia
$35K +$7.61K +33 +29%
78 79
80
81 82