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Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
1976
City Holding Co
West Virginia
$61.5K -$4.24K -175 -9%
PWM
1977
Peck Wealth Management
New York
$61.5K +$44.4K +1,832 New
NECFA
1978
New England Capital Financial Advisors
Connecticut
$61.4K – – –
API
1979
Asset Planning Inc
California
$60.4K – – –
MHR
1980
Matthew Hamilton Rosenberg
$59.8K +$4.8K +198 +13%
TC
1981
Trust Company
Kansas
$57.6K -$6.32K -261 -13%
MMCM
1982
Murphy & Mullick Capital Management
New York
$57.6K – – –
MLA
1983
MB, Levis & Associates
Pennsylvania
$57.4K -$2.28K -94 -5%
MCI
1984
MRP Capital Investments
Georgia
$56.6K -$23K -950 -27%
AWM
1985
Accredited Wealth Management
Kentucky
$56.2K -$35.8K -1,477 -88%
WAM
1986
WFA Asset Management
Wisconsin
$56.1K +$339 +14 +0.6%
PAI
1987
Pittenger & Anderson Inc
Nebraska
$53.7K -$8.14K -336 -17%
TSMHT
1988
Thurston Springer Miller Herd & Titak
Indiana
$53.3K -$489K -20,177 -93%
WFA
1989
West Financial Advisors
Iowa
$52.2K – – –
SIC
1990
SJS Investment Consulting
Ohio
$52K +$13.8K +571 +58%
RWM
1991
RMG Wealth Management
Wisconsin
$51.5K -$3.15K -130 -8%
SWP
1992
Strategic Wealth Partners
Ohio
$51.5K -$163K -6,709 -81%
CPG
1993
Cornerstone Planning Group
New Jersey
$51.1K +$2.08K +86 +7%
RC
1994
Rexford Capital
Texas
$50.3K -$432K -17,829 -92%
RFA
1995
Reyes Financial Architecture
California
$49.8K +$36K +1,484 New
BCM
1996
Blume Capital Management
California
$48.4K – – –
SSG
1997
Summit Securities Group
New York
$47.8K +$34.5K +1,425 New
PWMG
1998
Private Wealth Management Group
New Jersey
$47.5K +$896 +37 +3%
CFFP
1999
Center for Financial Planning
Michigan
$47.4K -$2.42K -100 -7%
NEWAS
2000
N.E.W. Advisory Services
Wisconsin
$47.2K +$7.27K +300 +27%
78 79
80
81 82