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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1976
Birmingham Capital Management
Alabama
$576K – – –
OL
1977
OneFund LLC
Florida
$573K +$23.1K +196 +4%
DA
1978
Dillon & Associates
Michigan
$573K -$34.2K -290 -5%
RBWA
1979
RFG - Bristol Wealth Advisors
Massachusetts
$573K -$13.8K -117 -2%
GS
1980
GWN Securities
Florida
$573K +$85.4K +725 +17%
RC
1981
RBF Capital
California
$573K – – –
SI
1982
Seeds Investor
New York
$572K -$39.8K -338 -6%
TCM
1983
Triumph Capital Management
Colorado
$571K -$22.7K -193 -4%
WI
1984
WrapManager Inc
California
$571K -$102K -866 -15%
RRA
1985
Round Rock Advisors
Connecticut
$571K +$18.7K +159 +3%
FWMM
1986
Foundation Wealth Management (Missouri)
Missouri
$568K -$103K -876 -15%
AWM
1987
Arista Wealth Management
Nevada
$566K – – –
AFA
1988
American Financial Advisors
Georgia
$566K +$6.48K +55 +1%
NJIM
1989
Nabity-Jensen Investment Management
Nebraska
$564K -$47.2K -401 -8%
FCM
1990
Fairbanks Capital Management
California
$563K -$39.5K -335 -6%
IA
1991
IFG Advisors
Missouri
$563K -$3.42K -29 -0.6%
PGWM
1992
Parisi Gray Wealth Management
New Jersey
$561K -$21K -178 -4%
HIC
1993
Holderness Investments Company
North Carolina
$561K -$70.4K -598 -11%
SWIG
1994
Strategic Wealth Investment Group
Kentucky
$561K +$574K +4,873 +22,150%
TLCM
1995
Twin Lakes Capital Management
California
$558K -$3.89K -33 -0.7%
GSEP
1996
Golden State Equity Partners
California
$558K -$95.4K -810 -14%
AMIM
1997
Aull & Monroe Investment Management
Alabama
$557K -$24.3K -206 -4%
MWM
1998
Meritas Wealth Management
California
$555K -$11.8K -100 -2%
RWP
1999
Revolve Wealth Partners
New Jersey
$552K +$7.18K +61 +1%
AWA
2000
Amplius Wealth Advisors
Pennsylvania
$551K -$92K -781 -14%