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Name Holding Trade Value Shares
Change
Change in
Stake
KIG
1976
Kessler Investment Group
Indiana
$35K +$33.5K +239 New
LPWM
1977
Lake Point Wealth Management
Texas
$34K +$32.2K +230 New
BAMG
1978
Brand Asset Management Group
Missouri
$33K – – –
WCG
1979
Weaver Consulting Group
California
$32K – – –
FRA
1980
Front Row Advisors
California
$31K – – –
BBA
1981
Braun-Bostich & Associates
Pennsylvania
$30K +$28.3K +202 New
JAM
1982
JCIC Asset Management
Ontario, Canada
$28K – – –
NCM
1983
New Capital Management
Texas
$28K – – –
POIA
1984
Pin Oak Investment Advisors
Texas
$28K – – –
CFD
1985
Creative Financial Designs
Indiana
$27K -$980 -7 -4%
CFG
1986
Capstone Financial Group
Oklahoma
$27K +$25.8K +184 New
ACM
1987
Anfield Capital Management
California
$27K +$28.3K +202 New
OAJ
1988
Ogorek Anthony Joseph
New York
$23K – – –
TFGT
1989
TS Financial Group (TSFG)
Illinois
$23K – – –
RG
1990
Retirement Group
California
$23K +$22.3K +159 New
BCM
1991
Bourgeon Capital Management
Connecticut
$22K – – –
WCM
1992
Wealthcare Capital Management
Virginia
$22K +$5.18K +37 +32%
SC
1993
Solstein Capital
California
$22K +$20.6K +147 New
IRC
1994
Investors Research Corp
Georgia
$21K – – –
EWM
1995
EPG Wealth Management
Georgia
$21K +$19.9K +142 New
LD
1996
Lipe & Dalton
New York
$20K – – –
HF
1997
Halpern Financial
Virginia
$19.6K +$18.6K +133 New
JFA
1998
Johanson Financial Advisors
California
$19.4K +$18.5K +132 New
AFIA
1999
America First Investment Advisors
Nebraska
$19K – – –
NL
2000
NVWM LLC
Pennsylvania
$18K -$58.5K -418 -78%