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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
1976
Capital Advisory Group Advisory Services
Minnesota
$210K +$8.52K +60 +4%
IA
1977
IAM Advisory
Pennsylvania
$210K +$203K +1,432 New
QWM
1978
QP Wealth Management
New Jersey
$210K +$204K +1,435 New
MIH
1979
Meitav Investment House
Israel
$209K -$501K -3,528 -71%
OL
1980
Optas LLC
Texas
$209K -$207K -1,456 -50%
PCFFS
1981
Pacific Center for Financial Services
California
$209K +$27.5K +194 +16%
BCM
1982
Bienville Capital Management
New York
$209K +$203K +1,429 New
OCG
1983
Opus Capital Group
Ohio
$209K +$203K +1,430 New
CWM
1984
Curi Wealth Management
North Carolina
$209K +$204K +1,436 New
MWP
1985
Moller Wealth Partners
$208K -$84.9K -598 -30%
HAS
1986
HBW Advisory Services
California
$207K +$201K +1,415 New
LBD
1987
Landsberg Bennett & Dubbaneh
Florida
$207K +$201K +1,417 New
MFS
1988
Mirabella Financial Services
United Kingdom
$207K +$201K +1,417 New
MGIA
1989
Matthew Goff Investment Advisor
Texas
$206K +$200K +1,411 New
SFS
1990
Strategic Financial Services
New York
$205K +$199K +1,399 New
FNBSF
1991
First National Bank Sioux Falls
South Dakota
$205K +$199K +1,404 New
SEP
1992
Southland Equity Partners
Missouri
$204K +$198K +1,395 New
MCA
1993
Magnolia Capital Advisors
Mississippi
$203K +$197K +1,389 New
WP
1994
WealthSource Partners
California
$203K +$197K +1,389 New
ACA
1995
Affinity Capital Advisors
California
$202K +$196K +1,380 New
MCM
1996
McRae Capital Management
New Jersey
$201K +$195K +1,375 New
MSR
1997
Main Street Research
Connecticut
$201K +$195K +1,377 New
SFS
1998
Summit Financial Strategies
Ohio
$201K +$195K +1,377 New
WA
1999
WP Advisors
California
$200K +$195K +1,372 New
AA
2000
Addison Advisors
Vermont
$195K +$190K +1,336 New