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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1976
Front Row Advisors
California
$31K
BBA
1977
Braun-Bostich & Associates
Pennsylvania
$30K +$28.3K +202 New
JAM
1978
JCIC Asset Management
Ontario, Canada
$28K
NCM
1979
New Capital Management
Texas
$28K
POIA
1980
Pin Oak Investment Advisors
Texas
$28K
CFD
1981
Creative Financial Designs
Indiana
$27K -$980 -7 -4%
CFG
1982
Capstone Financial Group
Oklahoma
$27K +$25.8K +184 New
ACM
1983
Anfield Capital Management
California
$27K +$28.3K +202 New
OAJ
1984
Ogorek Anthony Joseph
New York
$23K
TFGT
1985
TS Financial Group (TSFG)
Illinois
$23K
RG
1986
Retirement Group
California
$23K +$22.3K +159 New
BCM
1987
Bourgeon Capital Management
Connecticut
$22K
WCM
1988
Wealthcare Capital Management
Virginia
$22K +$5.18K +37 +32%
SC
1989
Solstein Capital
California
$22K +$20.6K +147 New
IRC
1990
Investors Research Corp
Georgia
$21K
EWM
1991
EPG Wealth Management
Georgia
$21K +$19.9K +142 New
LD
1992
Lipe & Dalton
New York
$20K
HF
1993
Halpern Financial
Virginia
$19.6K +$18.6K +133 New
AFIA
1994
America First Investment Advisors
Nebraska
$19K
NL
1995
NVWM LLC
Pennsylvania
$18K -$58.5K -418 -78%
AWM
1996
AllSquare Wealth Management
New York
$18K -$12.3K -88 -42%
DWA
1997
Dougherty Wealth Advisers
Minnesota
$18K
ST
1998
Sageworth Trust
Pennsylvania
$18K
ICM
1999
Islay Capital Management
Texas
$18K +$16.8K +120 New
RFWA
2000
RPg Family Wealth Advisory
Massachusetts
$16.4K