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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1976
Dillon & Associates
Michigan
$573K -$34.2K -290 -5%
RBWA
1977
RFG - Bristol Wealth Advisors
Massachusetts
$573K -$13.8K -117 -2%
GS
1978
GWN Securities
Florida
$573K +$85.4K +725 +17%
RC
1979
RBF Capital
California
$573K – – –
SI
1980
Seeds Investor
New York
$572K -$39.8K -338 -6%
TCM
1981
Triumph Capital Management
Colorado
$571K -$22.7K -193 -4%
WI
1982
WrapManager Inc
California
$571K -$102K -866 -15%
RRA
1983
Round Rock Advisors
Connecticut
$571K +$18.7K +159 +3%
FWMM
1984
Foundation Wealth Management (Missouri)
Missouri
$568K -$103K -876 -15%
AWM
1985
Arista Wealth Management
Nevada
$566K – – –
AFA
1986
American Financial Advisors
Georgia
$566K +$6.48K +55 +1%
NJIM
1987
Nabity-Jensen Investment Management
Nebraska
$564K -$47.2K -401 -8%
FCM
1988
Fairbanks Capital Management
California
$563K -$39.5K -335 -6%
IA
1989
IFG Advisors
Missouri
$563K -$3.42K -29 -0.6%
PGWM
1990
Parisi Gray Wealth Management
New Jersey
$561K -$21K -178 -4%
HIC
1991
Holderness Investments Company
North Carolina
$561K -$70.4K -598 -11%
SWIG
1992
Strategic Wealth Investment Group
Kentucky
$561K +$574K +4,873 +22,150%
TLCM
1993
Twin Lakes Capital Management
California
$558K -$3.89K -33 -0.7%
GSEP
1994
Golden State Equity Partners
California
$558K -$95.4K -810 -14%
AMIM
1995
Aull & Monroe Investment Management
Alabama
$557K -$24.3K -206 -4%
MWM
1996
Meritas Wealth Management
California
$555K -$11.8K -100 -2%
RWP
1997
Revolve Wealth Partners
New Jersey
$552K +$7.18K +61 +1%
AWA
1998
Amplius Wealth Advisors
Pennsylvania
$551K -$92K -781 -14%
MF
1999
Manchester Financial
California
$551K -$53.8K -457 -9%
PSP
2000
Pacific Sage Partners
Washington
$551K -$13K -110 -2%
78 79
80
81 82