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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1976
Avestar Capital
New York
$124K +$21.7K +204 +17%
NIM
1977
NuWave Investment Management
New Jersey
$122K -$263K -2,475 -67%
KF
1978
Krilogy Financial
Missouri
$122K -$45.2K -425 -26%
Capstone Investment Advisors
1979
Capstone Investment Advisors
New York
$119K +$126K +1,188 New
IP
1980
Isthmus Partners
Wisconsin
$117K +$106 +1 +0.1%
HI
1981
Hudock Inc
Pennsylvania
$116K -$21.9K -206 -15%
BAM
1982
Bruderman Asset Management
New York
$116K +$122K +1,152 New
MWM
1983
MinichMacGregor Wealth Management
New York
$115K +$425 +4 +0.3%
BWA
1984
BDO Wealth Advisors
Florida
$114K +$78.5K +739 +184%
FA
1985
Fortis Advisors
Pennsylvania
$113K
VCM
1986
Versant Capital Management
Arizona
$109K -$4.78K -45 -4%
AJ
1987
Ashburton (Jersey)
Jersey
$109K +$15.9K +150 +16%
NCM
1988
New Capital Management
Texas
$107K -$26.7K -251 -19%
TC
1989
Trilogy Capital
California
$107K +$113K +1,065 New
CFG
1990
CKW Financial Group
Hawaii
$105K
EWM
1991
Endurance Wealth Management
Rhode Island
$103K +$53.1K +500 +96%
FM
1992
Forward Management
California
$100K -$576K -5,419 -84%
SCA
1993
Stuart Chaussee & Associates
California
$100K
AA
1994
AlphaMark Advisors
Kentucky
$96K
GFP
1995
Gryphon Financial Partners
Ohio
$95K -$47.7K -449 -32%
FRA
1996
Front Row Advisors
California
$94K -$21.7K -204 -18%
ARMC
1997
American Research & Management Company
Massachusetts
$93K -$62.2K -585 -39%
LF
1998
Lee Financial
Texas
$93K +$2.44K +23 +3%
TCM
1999
Tributary Capital Management
Nebraska
$87K +$91.9K +865 New
GWA
2000
Guidant Wealth Advisors
Illinois
$86K +$2.02K +19 +2%