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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
1976
Stevens First Principles Investment Advisors
California
$124K +$10.6K +100 +9%
AC
1977
Avestar Capital
New York
$124K +$21.7K +204 +17%
NIM
1978
NuWave Investment Management
New Jersey
$122K -$263K -2,475 -67%
Krilogy Financial
1979
Krilogy Financial
Missouri
$122K -$45.2K -425 -26%
Capstone Investment Advisors
1980
Capstone Investment Advisors
New York
$119K +$126K +1,188 New
IP
1981
Isthmus Partners
Wisconsin
$117K +$106 +1 +0.1%
HI
1982
Hudock Inc
Pennsylvania
$116K -$21.9K -206 -15%
BAM
1983
Bruderman Asset Management
New York
$116K +$122K +1,152 New
MWM
1984
MinichMacGregor Wealth Management
New York
$115K +$425 +4 +0.3%
BWA
1985
BDO Wealth Advisors
Florida
$114K +$78.5K +739 +184%
FA
1986
Fortis Advisors
Pennsylvania
$113K – – –
VCM
1987
Versant Capital Management
Arizona
$109K -$4.78K -45 -4%
AJ
1988
Ashburton (Jersey)
Jersey
$109K +$15.9K +150 +16%
NCM
1989
New Capital Management
Texas
$107K -$26.7K -251 -19%
TC
1990
Trilogy Capital
California
$107K +$113K +1,065 New
CFG
1991
CKW Financial Group
Hawaii
$105K – – –
EWM
1992
Endurance Wealth Management
Rhode Island
$103K +$53.1K +500 +96%
FM
1993
Forward Management
California
$100K -$576K -5,419 -84%
SCA
1994
Stuart Chaussee & Associates
California
$100K – – –
AA
1995
AlphaMark Advisors
Kentucky
$96K – – –
GFP
1996
Gryphon Financial Partners
Ohio
$95K -$47.7K -449 -32%
FRA
1997
Front Row Advisors
California
$94K -$21.7K -204 -18%
ARMC
1998
American Research & Management Company
Massachusetts
$93K -$62.2K -585 -39%
LF
1999
Lee Financial
Texas
$93K +$2.44K +23 +3%
TCM
2000
Tributary Capital Management
Nebraska
$87K +$91.9K +865 New