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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1976
Hopwood Financial Services
Virginia
$62.4K -$31.5K -1,300 -41%
FMTCOCP
1977
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K +$38.8K +1,600 +627%
CHC
1978
City Holding Co
West Virginia
$61.5K -$4.24K -175 -9%
PWM
1979
Peck Wealth Management
New York
$61.5K +$44.4K +1,832 New
NECFA
1980
New England Capital Financial Advisors
Connecticut
$61.4K – – –
API
1981
Asset Planning Inc
California
$60.4K – – –
MHR
1982
Matthew Hamilton Rosenberg
$59.8K +$4.8K +198 +13%
TC
1983
Trust Company
Kansas
$57.6K -$6.32K -261 -13%
MMCM
1984
Murphy & Mullick Capital Management
New York
$57.6K – – –
MLA
1985
MB, Levis & Associates
Pennsylvania
$57.4K -$2.28K -94 -5%
MCI
1986
MRP Capital Investments
Georgia
$56.6K -$23K -950 -27%
AWM
1987
Accredited Wealth Management
Kentucky
$56.2K -$35.8K -1,477 -88%
WAM
1988
WFA Asset Management
Wisconsin
$56.1K +$339 +14 +0.6%
PAI
1989
Pittenger & Anderson Inc
Nebraska
$53.7K -$8.14K -336 -17%
TSMHT
1990
Thurston Springer Miller Herd & Titak
Indiana
$53.3K -$489K -20,177 -93%
WFA
1991
West Financial Advisors
Iowa
$52.2K – – –
SIC
1992
SJS Investment Consulting
Ohio
$52K +$13.8K +571 +58%
RWM
1993
RMG Wealth Management
Wisconsin
$51.5K -$3.15K -130 -8%
SWP
1994
Strategic Wealth Partners
Ohio
$51.5K -$163K -6,709 -81%
CPG
1995
Cornerstone Planning Group
New Jersey
$51.1K +$2.08K +86 +7%
RC
1996
Rexford Capital
Texas
$50.3K -$432K -17,829 -92%
RFA
1997
Reyes Financial Architecture
California
$49.8K +$36K +1,484 New
BCM
1998
Blume Capital Management
California
$48.4K – – –
SSG
1999
Summit Securities Group
New York
$47.8K +$34.5K +1,425 New
PWMG
2000
Private Wealth Management Group
New Jersey
$47.5K +$896 +37 +3%