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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1976
Advisornet Financial
Minnesota
$145K -$53.3K -74 -26%
NC
1977
North Capital
Utah
$145K +$4.33K +6 +3%
DJSG
1978
D.J. St. Germain
Massachusetts
$143K +$2.16K +3 +1%
CPG
1979
Cornerstone Planning Group
New Jersey
$143K +$7.93K +11 +5%
AG
1980
AmeriFlex Group
Nevada
$141K +$148K +206 New
GKIM
1981
GW&K Investment Management
Massachusetts
$138K +$11.5K +16 +9%
BCM
1982
Berbice Capital Management
New York
$137K
IWM
1983
IMG Wealth Management
Florida
$136K +$721 +1 +0.5%
BCM
1984
Birch Capital Management
Texas
$135K
BSC
1985
Brown Shipley & Co
United Kingdom
$132K
GPI
1986
General Partner Inc
Pennsylvania
$128K
AFWM
1987
Abich Financial Wealth Management
Virginia
$127K +$134K +186 New
AT
1988
Avalon Trust
New Mexico
$125K +$4.33K +6 +3%
CF
1989
Centaurus Financial
California
$123K +$24.5K +34 +23%
ITIM
1990
Indiana Trust & Investment Management
Indiana
$123K
GA
1991
Guerra Advisors
Florida
$117K +$124K +172 New
STB
1992
S&T Bank
Pennsylvania
$113K
PWAM
1993
Private Wealth Asset Management
Iowa
$111K -$5.77K -8 -5%
ABWM
1994
Alpine Bank Wealth Management
Colorado
$111K +$721 +1 +0.6%
PMFA
1995
Plante Moran Financial Advisors
Michigan
$110K +$5.05K +7 +5%
Optiver Holding
1996
Optiver Holding
Netherlands
$110K +$116K +161 New
MSWM
1997
Mowery & Schoenfeld Wealth Management
Illinois
$109K -$2.88K -4 -2%
SC
1998
Solstein Capital
California
$109K
VLKIM
1999
Van Lanschot Kempen Investment Management
Netherlands
$105K -$200K -278 -64%
CT
2000
Coastline Trust
Rhode Island
$104K