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Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1976
Horizons Wealth Management
North Carolina
$12K
GFPC
1977
Global Financial Private Client
Florida
$11.8K
PP
1978
PFS Partners
New Jersey
$11.1K +$13.2K +120 New
ACM
1979
AUA Capital Management
Pennsylvania
$11K -$20.3K -185 -61%
MBFW
1980
Morton Brown Family Wealth
Pennsylvania
$11K -$8.34K -76 -39%
RG
1981
Retirement Group
California
$11K -$7.46K -68 -36%
AWM
1982
AllSquare Wealth Management
New York
$11K
KFP
1983
KB Financial Partners
New Jersey
$11K
LB
1984
Legacy Bridge
Iowa
$11K
MCM
1985
Magnolia Capital Management
New York
$11K
AWM
1986
Activest Wealth Management
Florida
$11K +$13.2K +120 New
BAM
1987
Bellevue Asset Management
Washington
$10K -$13.2K -120 -52%
CPFP
1988
Clear Perspectives Financial Planning
Ohio
$10K
TF
1989
TimeScale Financial
Massachusetts
$9K -$37K -337 -77%
OAJ
1990
Ogorek Anthony Joseph
New York
$9K -$17.4K -159 -62%
DI
1991
Disciplined Investments
Oklahoma
$8K -$23.1K -211 -72%
ARIS
1992
Advanced Research Investment Solutions
California
$8K
GC
1993
Gould Capital
Washington
$8K
MWA
1994
Moser Wealth Advisors
Washington
$8K
MDCM
1995
Morgan Dempsey Capital Management
Wisconsin
$7K +$8.45K +77 New
EIP
1996
Ellis Investment Partners
Pennsylvania
$6K
FA
1997
Fortis Advisors
Pennsylvania
$6K
HFS
1998
HBC Financial Services
Washington
$6K
IAS
1999
IMA Advisory Services
Colorado
$6K
AIP
2000
ARS Investment Partners
New York
$6K +$6.58K +60 New