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Name Holding Trade Value Shares
Change
Change in
Stake
AFP
1976
Ausdal Financial Partners
Iowa
$543K -$3.27K -43 -0.6%
SIC
1977
Samalin Investment Counsel
New York
$542K +$18.4K +242 +3%
SIA
1978
SkyView Investment Advisors
New Jersey
$542K +$77.7K +1,022 +16%
IF
1979
IRON Financial
Illinois
$541K +$548K +7,208 New
OPW
1980
Oxler Private Wealth
New York
$540K -$10K -132 -2%
MCM
1981
McRae Capital Management
New Jersey
$539K -$20K -263 -4%
SFG
1982
Summit Financial Group
West Virginia
$537K
NFG
1983
Nadler Financial Group
Illinois
$537K +$761 +10 +0.1%
UC
1984
Unio Capital
New Jersey
$535K -$70.5K -927 -12%
LSPW
1985
Lake Street Private Wealth
Illinois
$533K +$12.2K +161 +2%
ZF
1986
Zhang Financial
Michigan
$532K +$228K +3,001 +73%
VBCG
1987
Valley Brook Capital Group
Pennsylvania
$531K -$7.61K -100 -1%
DA
1988
Dillon & Associates
Michigan
$530K -$364K -4,792 -40%
SIM
1989
Seaview Investment Managers
Florida
$526K -$49.3K -648 -8%
SP
1990
Successful Portfolios
Florida
$526K -$9.13K -120 -2%
WDC
1991
Woodward Diversified Capital
California
$526K +$3.65K +48 +0.7%
4WM
1992
44 Wealth Management
Oregon
$524K +$163K +2,141 +44%
SHWM
1993
Smith & Howard Wealth Management
Georgia
$521K +$3.19K +42 +0.6%
IA
1994
IFG Advisors
Missouri
$519K +$2.28K +30 +0.4%
GGS
1995
Galvin Gaustad & Stein
Arizona
$514K -$14.1M -184,884 -96%
AIIMS
1996
Analyst IMS Investment Management Services
Israel
$512K +$18.3K +240 +4%
SI
1997
Scharf Investments
California
$511K +$87.4K +1,149 +20%
OWA
1998
Octavia Wealth Advisors
Ohio
$508K -$12.6K -166 -2%
ZAM
1999
Zevin Asset Management
Massachusetts
$508K +$4.26K +56 +0.8%
PCM
2000
Pointe Capital Management
Michigan
$508K +$136K +1,784 +36%