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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1976
Wallace Advisory Group
California
$545K
BIA
1977
Bigelow Investment Advisors
Maine
$545K
DSN
1978
D. Scott Neal
Kentucky
$545K -$588 -3 -0.1%
CT
1979
Coastline Trust
Rhode Island
$545K
MCM
1980
Magnolia Capital Management
New York
$543K
SC
1981
Sinecera Capital
Texas
$542K +$2.16K +11 +0.5%
NRG
1982
Nemes Rush Group
Michigan
$542K +$588 +3 +0.1%
SCG
1983
Sonata Capital Group
Washington
$541K -$74.5K -380 -13%
WCFA
1984
Walkner Condon Financial Advisors
Wisconsin
$540K -$18.6K -95 -4%
BFA
1985
Brendel Financial Advisors
New Hampshire
$539K
UWS
1986
Unique Wealth Strategies
Illinois
$537K +$456K +2,327 +2,238%
BWP
1987
Balboa Wealth Partners
Arizona
$537K +$178K +910 +60%
TSWM
1988
Tyler-Stone Wealth Management
Ohio
$537K +$261K +1,332 +122%
RWB
1989
RMR Wealth Builders
New Jersey
$536K +$19.8K +101 +4%
AFAS
1990
Acorn Financial Advisory Services
Virginia
$536K
COCM
1991
Charter Oak Capital Management
New Hampshire
$536K +$37.3K +190 +9%
GFG
1992
Goldstone Financial Group
Illinois
$535K +$235K +1,201 +98%
BCMLT
1993
Beacon Capital Management LLC (Tennessee)
Tennessee
$535K
OL
1994
OneFund LLC
Florida
$535K +$4.71K +24 +1%
SPWM
1995
Schrum Private Wealth Management
Florida
$534K +$237K +1,208 +100%
AAP
1996
Aristotle Atlantic Partners
Florida
$531K
MJRIC
1997
Mogy Joel R Investment Counsel
California
$531K
QPBE
1998
Quintet Private Bank (Europe)
Luxembourg
$530K +$35.9K +183 +8%
FFWM
1999
Future Financial Wealth Management
Ohio
$529K +$588 +3 +0.1%
RP
2000
Rowlandmiller & Partners
Georgia
$529K +$7.84K +40 +2%