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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1976
Executive Wealth Management
Michigan
$260K -$37.7K -226 -13%
TA
1977
TFG Advisers
Michigan
$260K -$16.9K -101 -6%
AL
1978
ADE LLC
Maryland
$259K
SIM
1979
Spark Investment Management
New York
$258K
AIFAIM
1980
American Institute for Advanced Investment Management
Arizona
$258K +$17K +102 +7%
LFA
1981
Legacy Financial Advisors
Kentucky
$257K -$28.5K -171 -10%
BO
1982
BRR OpCo
Ohio
$257K -$3K -18 -1%
P
1983
&Partners
Tennessee
$257K
LIG
1984
Lokken Investment Group
Delaware
$256K
SOAMC
1985
Spirit of America Management Corp
New York
$256K
WFA
1986
Wellspring Financial Advisors
Ohio
$256K +$257K +1,540 New
MA
1987
Mosaic Advisors
Texas
$255K -$167 -1 -0.1%
CCM
1988
Crew Capital Management
Ohio
$255K +$8.18K +49 +3%
HHAM
1989
HITE Hedge Asset Management
Massachusetts
$254K
BC
1990
Burleson & Co
California
$253K
WLIM
1991
White Lighthouse Investment Management
Massachusetts
$253K
BMWM
1992
Brown Miller Wealth Management
Virginia
$252K
FHC
1993
First Heartland Consultants
Missouri
$251K -$27.9K -167 -10%
SIM
1994
SSI Investment Management
California
$251K -$1.33K -8 -0.5%
1W
1995
1776 Wealth
Georgia
$251K
MAM
1996
McLean Asset Management
Virginia
$249K +$4K +24 +2%
GF
1997
Gabelli Funds
New York
$249K +$250K +1,501 New
RGC
1998
Roberts, Glore & Co
Illinois
$248K -$29.9K -179 -11%
DR
1999
Davis Rea
Ontario, Canada
$248K
TI
2000
Truehand Inc
New Hampshire
$248K