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Name Holding Trade Value Shares
Change
Change in
Stake
WRM
1976
Weybosset Research & Management
Rhode Island
$260K – – –
GA
1977
GoalVest Advisory
New York
$260K +$25K +167 +12%
BCP
1978
Berkeley Capital Partners
Georgia
$260K +$241K +1,613 New
MW
1979
MBL Wealth
North Carolina
$259K +$240K +1,605 New
ZF
1980
Zhang Financial
Michigan
$257K – – –
MA
1981
MJP Associates
Connecticut
$256K +$3.74K +25 +2%
SFWC
1982
Strategic Family Wealth Counselors
New Jersey
$255K – – –
WFA
1983
WestHill Financial Advisors
California
$255K +$150 +1 +0.1%
HCM
1984
Hengehold Capital Management
Ohio
$254K -$3.44K -23 -1%
LSPW
1985
Lake Street Private Wealth
Illinois
$254K – – –
BO
1986
BRR OpCo
Ohio
$252K -$10.9K -73 -4%
AL
1987
ADE LLC
Maryland
$251K – – –
SIM
1988
Spark Investment Management
New York
$250K -$233K -1,555 -50%
CAGAS
1989
Capital Advisory Group Advisory Services
Minnesota
$250K +$17.4K +116 +8%
P
1990
&Partners
Tennessee
$249K – – –
SOAMC
1991
Spirit of America Management Corp
New York
$249K – – –
LIG
1992
Lokken Investment Group
Delaware
$248K -$26.8K -179 -10%
PMG
1993
Private Management Group
California
$248K +$4.49K +30 +2%
MA
1994
Mosaic Advisors
Texas
$248K +$230K +1,537 New
BCMO
1995
Buckingham Capital Management (Ohio)
Ohio
$247K – – –
HHAM
1996
HITE Hedge Asset Management
Massachusetts
$247K – – –
PMAM
1997
Penn Mutual Asset Management
Pennsylvania
$247K – – –
MWM
1998
Mattern Wealth Management
Kansas
$246K -$679K -4,533 -75%
QTM
1999
qPULA Trading Management
New York
$246K -$240K -1,605 -51%
BC
2000
Burleson & Co
California
$246K – – –