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Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1976
Relative Value Partners Group
$1.06M +$231K +2,144 +26%
FWM
1977
Forefront Wealth Management
Pennsylvania
$1.06M
WP
1978
WealthPLAN Partners
Nebraska
$1.05M +$121K +1,126 +12%
HCM
1979
Highlander Capital Management
New Jersey
$1.05M +$798K +7,400 +261%
CMP
1980
Coston McIsaac & Partners
Maine
$1.05M -$9.27K -86 -0.8%
MSFP
1981
Mark Sheptoff Financial Planning
Connecticut
$1.05M -$165K -1,534 -13%
SCM
1982
Seascape Capital Management
New Hampshire
$1.05M +$2.59K +24 +0.2%
FBFS
1983
First Business Financial Services
Wisconsin
$1.04M +$39.1K +363 +4%
HWP
1984
Highline Wealth Partners
California
$1.04M +$2.59K +24 +0.2%
PP
1985
Patron Partners
Texas
$1.04M +$72.4K +672 +7%
PPG
1986
Peak Planning Group
Colorado
$1.04M +$5.93K +55 +0.5%
EFG
1987
Everhart Financial Group
Ohio
$1.03M +$48.7K +452 +5%
PCA
1988
Providence Capital Advisors
North Carolina
$1.03M +$17.4K +161 +2%
GF
1989
Gries Financial
Ohio
$1.03M -$46.9K -435 -4%
LFM
1990
Lumina Fund Management
New York
$1.03M
LAIC
1991
Lederer & Associates Investment Counsel
California
$1.03M +$6.25K +58 +0.6%
MFC
1992
Mechanics Financial Corp
Ohio
$1.03M
VWM
1993
Vigilare Wealth Management
Arizona
$1.02M -$31.9K -296 -3%
WAM
1994
WNY Asset Management
New York
$1.02M +$186K +1,724 +21%
LF
1995
Lee Financial
Texas
$1.02M +$883K +8,197 +495%
WTA
1996
Washington Trust Advisors
Massachusetts
$1.01M +$1.62K +15 +0.2%
SJL
1997
Shayne & Jacobs LLC
Tennessee
$1.01M +$1.05M +9,782 New
AA
1998
Apriem Advisors
California
$1.01M -$4.85K -45 -0.5%
ONST
1999
Old North State Trust
North Carolina
$1M -$76.8K -713 -7%
PSP
2000
Principal Street Partners
Tennessee
$1M -$265K -2,462 -20%