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Name Holding Trade Value Shares
Change
Change in
Stake
DW
1976
Domani Wealth
Pennsylvania
$404K -$1.82K -37 -0.5%
CA
1977
CapWealth Advisors
Tennessee
$403K -$4.92K -100 -1%
AA
1978
Altman Advisors
Illinois
$402K – – –
NPPM
1979
North Point Portfolio Managers
Ohio
$402K – – –
AC
1980
Avestar Capital
New York
$400K +$132K +2,687 +53%
LDFR
1981
Lehman & Derafelo Financial Resources
Pennsylvania
$399K +$24.6K +500 +7%
SWMG
1982
Strategic Wealth Management Group
Maryland
$398K +$12.1K +246 +3%
HHGA
1983
Halbert Hargrove Global Advisors
California
$397K +$8.8K +179 +2%
RFN
1984
RDA Financial Network
Iowa
$397K +$49.6K +1,009 +17%
GIM
1985
Greylin Investment Management
Virginia
$395K – – –
IGGA
1986
Iron Gate Global Advisors
Utah
$395K +$377K +7,660 New
RSWM
1987
Robertson Stephens Wealth Management
California
$395K +$377K +7,663 New
AWM
1988
Affinity Wealth Management
Delaware
$393K -$111K -2,259 -23%
CCA
1989
Conservest Capital Advisors
Pennsylvania
$393K -$17.8K -362 -5%
OAM
1990
Oberweis Asset Management
Illinois
$393K -$11.9K -243 -3%
CG
1991
Corundum Group
Colorado
$391K -$246 -5 -0.1%
MGIA
1992
Matthew Goff Investment Advisor
Texas
$391K +$197 +4 +0.1%
PL
1993
Plancorp LLC
Missouri
$390K +$27.1K +552 +8%
HI
1994
Hendershot Investments
Virginia
$389K – – –
LWANC
1995
Laurel Wealth Advisors (North Carolina)
North Carolina
$388K +$46.1K +938 +14%
BCA
1996
Berman Capital Advisors
Georgia
$387K -$36.9K -750 -9%
NFC
1997
Northeast Financial Consultants
Connecticut
$387K +$28.2K +574 +8%
MFW
1998
Meristem Family Wealth
Minnesota
$386K -$421K -8,556 -53%
Group One Trading
1999
Group One Trading
Illinois
$385K -$468K -9,513 -56%
QCM
2000
Quantinno Capital Management
New York
$385K +$367K +7,462 New