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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1976
Wealthcare Advisory Partners
Pennsylvania
$436K +$143K +430 +54%
RIM
1977
Redwood Investment Management
Arizona
$435K -$241K -723 -37%
AWM
1978
Aries Wealth Management
Maine
$434K – – –
CIA
1979
Citadel Investment Advisory
Ohio
$434K +$404K +1,215 New
CT
1980
Columbia Trust
Oregon
$434K +$406K +1,221 New
LSPW
1981
Lake Street Private Wealth
Illinois
$433K – – –
EAM
1982
Eagle Asset Management
Florida
$432K -$11.3M -34,087 -97%
NB
1983
NBT Bank
New York
$432K – – –
RFN
1984
RDA Financial Network
Iowa
$431K +$186K +558 +86%
FNT
1985
First Nebraska Trust
Nebraska
$430K – – –
FFW
1986
Fusion Family Wealth
New York
$430K – – –
XWM
1987
Xcel Wealth Management
Florida
$428K – – –
MA
1988
MJP Associates
Connecticut
$428K +$399K +1,200 New
SCA
1989
Stonebridge Capital Advisors
Minnesota
$427K -$8.98K -27 -2%
SCI
1990
S&CO Inc
Massachusetts
$427K – – –
CHA
1991
Carmichael Hill & Associates
Maryland
$427K +$665 +2 +0.2%
PIM
1992
Profit Investment Management
Maryland
$425K +$16.6K +50 +4%
CL
1993
Choreo LLC
Illinois
$423K +$7.98K +24 +2%
MSFP
1994
Mark Sheptoff Financial Planning
Connecticut
$423K +$86.5K +260 +28%
B
1995
Bellecapital
Switzerland
$423K +$165K +496 +72%
RWA
1996
Redhawk Wealth Advisors
Minnesota
$421K +$164K +493 +72%
AWE
1997
Avidian Wealth Enterprises
Texas
$420K +$10.6K +32 +3%
MG
1998
Mather Group
Illinois
$418K +$7.65K +23 +2%
AAM
1999
Aureus Asset Management
Massachusetts
$415K – – –
EPA
2000
Element Pointe Advisors
Florida
$414K – – –