Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1976
Builder Investment Group
Georgia
$547K – – –
FIC
1977
FCG Investment Company
Tennessee
$546K -$13.7K -70 -3%
WAG
1978
Wallace Advisory Group
California
$545K – – –
BIA
1979
Bigelow Investment Advisors
Maine
$545K – – –
DSN
1980
D. Scott Neal
Kentucky
$545K -$588 -3 -0.1%
CT
1981
Coastline Trust
Rhode Island
$545K – – –
MCM
1982
Magnolia Capital Management
New York
$543K – – –
SC
1983
Sinecera Capital
Texas
$542K +$2.16K +11 +0.5%
NRG
1984
Nemes Rush Group
Michigan
$542K +$588 +3 +0.1%
SCG
1985
Sonata Capital Group
Washington
$541K -$74.5K -380 -13%
WCFA
1986
Walkner Condon Financial Advisors
Wisconsin
$540K -$18.6K -95 -4%
BFA
1987
Brendel Financial Advisors
New Hampshire
$539K – – –
UWS
1988
Unique Wealth Strategies
Illinois
$537K +$456K +2,327 +2,238%
BWP
1989
Balboa Wealth Partners
Arizona
$537K +$178K +910 +60%
TSWM
1990
Tyler-Stone Wealth Management
Ohio
$537K +$261K +1,332 +122%
RWB
1991
RMR Wealth Builders
New Jersey
$536K +$19.8K +101 +4%
AFAS
1992
Acorn Financial Advisory Services
Virginia
$536K – – –
COCM
1993
Charter Oak Capital Management
New Hampshire
$536K +$37.3K +190 +9%
GFG
1994
Goldstone Financial Group
Illinois
$535K +$235K +1,201 +98%
BCMLT
1995
Beacon Capital Management LLC (Tennessee)
Tennessee
$535K – – –
OL
1996
OneFund LLC
Florida
$535K +$4.71K +24 +1%
SPWM
1997
Schrum Private Wealth Management
Florida
$534K +$237K +1,208 +100%
AAP
1998
Aristotle Atlantic Partners
Florida
$531K – – –
MJRIC
1999
Mogy Joel R Investment Counsel
California
$531K – – –
QPBE
2000
Quintet Private Bank (Europe)
Luxembourg
$530K +$35.9K +183 +8%