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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1976
Rock Creek Group
District of Columbia
$293K -$127K -922 -31%
FAM
1977
Flaharty Asset Management
Florida
$293K +$287K +2,082 New
VAG
1978
VisionPoint Advisory Group
Texas
$293K -$7.59K -55 -3%
MWM
1979
Marietta Wealth Management
Georgia
$292K
NFG
1980
Nadler Financial Group
Illinois
$292K
CWM
1981
Centric Wealth Management
Illinois
$292K +$41.9K +304 +17%
CA
1982
Cambridge Advisors
Nebraska
$292K -$49K -355 -15%
AIP
1983
Almanack Investment Partners
Pennsylvania
$291K -$489K -3,547 -63%
RCI
1984
RS Crum Inc
California
$291K
CCC
1985
Chelsea Counsel Company
California
$290K -$364K -2,640 -56%
VCP
1986
Vista Capital Partners
Oregon
$289K -$9.38K -68 -3%
TFA
1987
Triad Financial Advisors
North Carolina
$289K +$552 +4 +0.2%
JAG
1988
Journey Advisory Group
Kentucky
$288K -$20.8K -151 -7%
FVWA
1989
Foster Victor Wealth Advisors
South Carolina
$288K +$690 +5 +0.3%
TSWM
1990
Triangle Securities Wealth Management
North Carolina
$288K -$90.2K -654 -24%
SAI
1991
Systematic Alpha Investments
New Jersey
$287K
WC
1992
Woodstock Corp
Massachusetts
$287K -$70.3K -510 -20%
RCA
1993
Resonant Capital Advisors
Wisconsin
$287K -$10.8K -78 -4%
FOA
1994
Five Oceans Advisors
California
$286K -$7.86K -57 -3%
Vanguard Capital Wealth Advisors
1995
Vanguard Capital Wealth Advisors
Colorado
$286K +$1.38K +10 +0.5%
SEP
1996
Southland Equity Partners
Missouri
$285K +$8K +58 +3%
MGAM
1997
McGowan Group Asset Management
Texas
$285K -$39K -283 -12%
BAM
1998
BOS Asset Management
Illinois
$284K +$279K +2,019 New
FFA
1999
Fragasso Financial Advisors
Pennsylvania
$284K +$966 +7 +0.3%
MAG
2000
MRA Advisory Group
New Jersey
$284K +$16.3K +118 +6%