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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1976
Claro Advisors
Massachusetts
$568K +$22.5K +302 +4%
EIA
1977
Eldridge Investment Advisors
New Hampshire
$567K -$25.5K -343 -4%
AFP
1978
Ausdal Financial Partners
Iowa
$566K -$55.2K -742 -9%
HR
1979
Howe & Rusling
New York
$564K -$2.73M -36,721 -84%
GC
1980
Gilbert & Cook
Iowa
$563K -$12.7K -171 -2%
MCP
1981
Mirador Capital Partners
California
$561K -$39.3K -529 -7%
LBD
1982
Landsberg Bennett & Dubbaneh
Florida
$560K -$4.02M -54,029 -88%
MWM
1983
Minot Wealth Management
Massachusetts
$560K +$28.7K +386 +6%
AS
1984
Altshuler Shaham
Israel
$560K +$457K +6,146 +588%
MCM
1985
MV Capital Management
Maryland
$559K -$7.81K -105 -1%
TW
1986
Transform Wealth
Colorado
$559K -$521 -7 -0.1%
GQG Partners
1987
GQG Partners
Florida
$559K +$69.4K +933 +15%
VBCG
1988
Valley Brook Capital Group
Pennsylvania
$557K -$22.3K -300 -4%
NFG
1989
Nadler Financial Group
Illinois
$556K -$58.4K -785 -10%
BFG
1990
Beacon Financial Group
Texas
$556K +$107K +1,443 +25%
SFG
1991
Summit Financial Group
West Virginia
$556K +$153K +2,052 +40%
IP
1992
Intellectus Partners
California
$555K +$527K +7,081 New
SP
1993
Successful Portfolios
Florida
$554K -$25.4K -342 -5%
TFS
1994
Thoroughbred Financial Services
Tennessee
$552K -$20.5K -275 -4%
LAIC
1995
Lederer & Associates Investment Counsel
California
$552K -$8.55K -115 -2%
TCOO
1996
Trust Company of Oklahoma
Oklahoma
$551K -$25.3K -340 -5%
CCA
1997
Childress Capital Advisors
Texas
$550K -$167K -2,247 -24%
MMA
1998
Miracle Mile Advisors
California
$550K +$194K +2,602 +58%
CWM
1999
Chesapeake Wealth Management
Virginia
$549K -$58.2K -782 -10%
PWA
2000
Phoenix Wealth Advisors
North Carolina
$545K -$11.9K -160 -2%