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Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
1976
Bradley & Co Private Wealth Management
Florida
$13K – – –
CMBA
1977
C.M. Bidwell & Associates
Hawaii
$13K – – –
CWM
1978
CarsonAllaria Wealth Management
Illinois
$13K +$110 +1 +0.7%
SL
1979
Savior LLC
Massachusetts
$13K +$110 +1 +0.7%
WAM
1980
WFA Asset Management
Wisconsin
$12.8K +$329 +3 +2%
AFIA
1981
America First Investment Advisors
Nebraska
$12K – – –
HWM
1982
Horizons Wealth Management
North Carolina
$12K – – –
GFPC
1983
Global Financial Private Client
Florida
$11.8K – – –
PP
1984
PFS Partners
New Jersey
$11.1K +$13.2K +120 New
ACM
1985
AUA Capital Management
Pennsylvania
$11K -$20.3K -185 -61%
MBFW
1986
Morton Brown Family Wealth
Pennsylvania
$11K -$8.34K -76 -39%
RG
1987
Retirement Group
California
$11K -$7.46K -68 -36%
AWM
1988
AllSquare Wealth Management
New York
$11K – – –
KFP
1989
KB Financial Partners
New Jersey
$11K – – –
LB
1990
Legacy Bridge
Iowa
$11K – – –
MCM
1991
Magnolia Capital Management
New York
$11K – – –
AWM
1992
Activest Wealth Management
Florida
$11K +$13.2K +120 New
BAM
1993
Bellevue Asset Management
Washington
$10K -$13.2K -120 -52%
CPFP
1994
Clear Perspectives Financial Planning
Ohio
$10K – – –
TF
1995
TimeScale Financial
Massachusetts
$9K -$37K -337 -77%
OAJ
1996
Ogorek Anthony Joseph
New York
$9K -$17.4K -159 -62%
DI
1997
Disciplined Investments
Oklahoma
$8K -$23.1K -211 -72%
ARIS
1998
Advanced Research Investment Solutions
California
$8K – – –
GC
1999
Gould Capital
Washington
$8K – – –
MWA
2000
Moser Wealth Advisors
Washington
$8K – – –