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Name Holding Trade Value Shares
Change
Change in
Stake
WDL
1976
Well Done LLC
Michigan
$214K +$199K +5,578 New
PDM
1977
Penn Davis McFarland
Texas
$214K +$200K +5,600 New
PA
1978
Planning Alternatives
Michigan
$213K +$199K +5,567 New
OCM
1979
Orser Capital Management
Texas
$210K +$185K +5,165 New
AWA
1980
Acorn Wealth Advisors
Michigan
$210K +$190K +5,322 New
PCP
1981
Proficio Capital Partners
Massachusetts
$209K +$22.9K +641 +13%
RM
1982
Resource Management
Louisiana
$206K +$179K +5,007 New
PHAM
1983
Palisades Hudson Asset Management
Florida
$205K +$192K +5,364 New
HWA
1984
HCR Wealth Advisors
California
$205K +$202K +5,645 New
FLII
1985
First Long Island Investors
New York
$204K -$85.5K -2,394 -31%
NWS
1986
Newport Wealth Strategies
California
$204K +$176K +4,922 New
SSWM
1987
Sheets Smith Wealth Management
North Carolina
$204K +$191K +5,335 New
AWMG
1988
Alliance Wealth Management Group
New Jersey
$202K -$189K -5,277 -50%
SC
1989
SRB Corp
Massachusetts
$202K -$16.4K -458 -8%
KBFS
1990
Kohmann Bosshard Financial Services
Ohio
$201K
NEPPG
1991
New England Professional Planning Group
Rhode Island
$200K +$182K +5,101 New
PO
1992
Private Ocean
California
$198K +$20.6K +576 +13%
ABA
1993
American Beacon Advisors
Texas
$197K
PFA
1994
Pathway Financial Advisors
Vermont
$196K +$183K +5,109 New
GAM
1995
Gemmer Asset Management
California
$186K -$14.3K -400 -8%
NSB
1996
Norway Savings Bank
Maine
$186K
JG
1997
Jefferies Group
New York
$185K -$106K -2,955 -38%
BDWM
1998
Brewin Dolphin Wealth Management
Ireland
$185K +$72.7K +2,035 +73%
KA
1999
Kaizen Advisory
Illinois
$184K +$172K +4,809 New
MCM
2000
Manchester Capital Management
Vermont
$183K +$41.8K +1,170 +32%