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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1976
Jeppson Wealth Management
California
$221K +$10.3K +100 +5%
GIA
1977
GHP Investment Advisors
Colorado
$221K +$3.19K +31 +1%
EWM
1978
Endowment Wealth Management
Wisconsin
$221K +$15.3K +149 +7%
LFS
1979
Legacy Financial Strategies
Kansas
$221K -$617 -6 -0.3%
CIG
1980
Cascade Investment Group
Colorado
$220K -$10.3K -100 -4%
BEW
1981
Burton Enright Welch
California
$220K +$1.54K +15 +0.7%
DLG
1982
Daniel L. Goodwin
$220K
ML
1983
McAdam LLC
Pennsylvania
$219K +$17.9K +174 +8%
HFS
1984
Howard Financial Services
Texas
$219K +$235K +2,289 New
WPC
1985
White Pine Capital
Minnesota
$219K
MIA
1986
Milestone Investment Advisors
Wisconsin
$218K +$235K +2,285 New
CIA
1987
Compass Ion Advisors
Pennsylvania
$218K +$34.3K +333 +17%
PCA
1988
Prosperity Capital Advisors
Ohio
$217K +$233K +2,266 New
BFA
1989
Bill Few Associates
Pennsylvania
$217K
AWAG
1990
ARS Wealth Advisors Group
Florida
$215K -$5.35K -52 -2%
ODG
1991
O'Dell Group
Ohio
$215K +$206 +2 +0.1%
BMWM
1992
Brown Miller Wealth Management
Virginia
$215K +$4.11K +40 +2%
CRWM
1993
Castle Rock Wealth Management
California
$214K
TWP
1994
Tempus Wealth Planning
California
$214K
TA
1995
Townsend & Associates
Colorado
$214K
GIM
1996
Goelzer Investment Management
Indiana
$214K -$12.7K -123 -5%
1WA
1997
180 Wealth Advisors
Washington
$213K -$13.4K -130 -6%
AIS
1998
American Investment Services
Massachusetts
$213K +$617 +6 +0.3%
CP
1999
Castleview Partners
Texas
$213K +$4.83K +47 +2%
AA
2000
Addison Advisors
Vermont
$213K +$4.11K +40 +2%