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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1976
Wealthcare Capital Management
Virginia
$28K – – –
HWM
1977
Holloway Wealth Management
Florida
$27K – – –
KC
1978
KHP Capital
Oklahoma
$27K – – –
AP
1979
Arlington Partners
Alabama
$26K -$2.14K -38 -8%
WA
1980
WP Advisors
California
$26K +$24.8K +440 New
FRA
1981
Front Row Advisors
California
$25K – – –
WAM
1982
Watermark Asset Management
California
$25K – – –
MSFP
1983
Mark Sheptoff Financial Planning
Connecticut
$25K +$282 +5 +1%
CJA
1984
C-J Advisory
California
$24K – – –
CPA
1985
Cowen Prime Advisors
New York
$24K – – –
FEG
1986
Financial Enhancement Group
Indiana
$24K – – –
SFA
1987
Spectrum Financial Alliance
Kentucky
$24K – – –
NCM
1988
New Capital Management
Texas
$23K +$113 +2 +0.5%
IF
1989
Ironwood Financial
Arizona
$23K +$169 +3 +0.8%
TA
1990
Townsend & Associates
Colorado
$23K +$282 +5 +1%
GWA
1991
Guidant Wealth Advisors
Illinois
$20K +$2.82K +50 +16%
ICOM
1992
Investment Counselors of Maryland
Maryland
$19K – – –
RWM
1993
Raffa Wealth Management
District of Columbia
$18.1K – – –
MIM
1994
Macroview Investment Management
Maryland
$17K – – –
MUS
1995
Mitsubishi UFJ Securities
Japan
$16K – – –
WCAMG
1996
Woodard & Company Asset Management Group
North Carolina
$15.2K – – –
TDC
1997
Thompson Davis & Co
Virginia
$15K – – –
PRS
1998
Pinkerton Retirement Specialists
Idaho
$15K +$14.7K +260 New
HS
1999
Horan Securities
United States
$14K +$5.92K +105 +87%
KL
2000
KWMG LLC
Kansas
$14K +$14K +248 New