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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1976
Whitener Capital Management
North Carolina
$467K +$15.5K +320 +4%
RC
1977
Roundview Capital
New Jersey
$462K -$16.5K -339 -4%
HR
1978
Howe & Rusling
New York
$459K +$13.8K +285 +3%
HCM
1979
Harvey Capital Management
Florida
$458K +$42.5K +875 +11%
CA
1980
Cornerstone Advisory
Maryland
$457K +$17K +350 +4%
POIA
1981
Pin Oak Investment Advisors
Texas
$456K -$10.4K -215 -2%
MMG
1982
Monetary Management Group
Missouri
$456K
NWS
1983
Newport Wealth Strategies
California
$456K +$398K +8,201 New
CAAS
1984
Capital Asset Advisory Services
Michigan
$451K -$842K -17,336 -67%
BCM
1985
Brown Capital Management
Maryland
$450K
FBT
1986
First Bank & Trust
South Dakota
$450K +$2.72K +56 +0.7%
GD
1987
Grandfield & Dodd
New York
$449K -$14.7K -302 -4%
JF
1988
JSF Financial
California
$449K +$18K +370 +5%
DW
1989
Domani Wealth
Pennsylvania
$449K +$404K +8,310 New
CAC
1990
Certified Advisory Corp
Florida
$446K +$66.6K +1,370 +20%
SFFS
1991
Stonehage Fleming Financial Services
Jersey
$445K -$1.32M -27,200 -77%
CA
1992
Capital Advantage
California
$445K -$22.5K -464 -5%
BCM
1993
Bienville Capital Management
New York
$444K -$7.34K -151 -2%
RM
1994
Resource Management
Louisiana
$444K +$86.2K +1,774 +27%
SAM
1995
SP Asset Management
California
$441K +$18.2K +375 +5%
CCM
1996
Community Capital Management
Florida
$439K
MWM
1997
Modera Wealth Management
New Jersey
$435K -$237K -4,873 -38%
BP
1998
Broadleaf Partners
Ohio
$435K -$12.1K -250 -3%
WA
1999
Winfield Associates
Ohio
$433K +$99.1K +2,040 +34%
BCA
2000
Bray Capital Advisors
Florida
$432K +$39.4K +810 +11%