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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1976
Solstein Capital
California
$7.04K
CB
1977
CNB Bank
Pennsylvania
$6.97K -$68.1K -914 -90%
MFG
1978
Mendota Financial Group
Wisconsin
$6.97K
WBWA
1979
William B. Walkup & Associates
South Carolina
$6.97K
BAM
1980
Byrne Asset Management
New Jersey
$6.97K +$7.45K +100 New
TPBG
1981
Turning Point Benefit Group
Maryland
$6.9K +$6.93K +93 New
DWM
1982
Darwin Wealth Management
Florida
$6.77K
IWM
1983
IMG Wealth Management
Florida
$6.76K
HIMS
1984
Hager Investment Management Services
New Hampshire
$6.69K
1NWS
1985
1 North Wealth Services
Maryland
$6.55K
HFS
1986
Hughes Financial Services
Virginia
$6.45K +$1.12K +15 +16%
CFS
1987
Compass Financial Services
Iowa
$6.33K +$75 +1 +1%
DF
1988
Dunhill Financial
United Kingdom
$6.29K +$2.01K +27 +43%
BFS
1989
Bare Financial Services
Pennsylvania
$6.28K +$4.17K +56 +165%
TFGT
1990
TS Financial Group (TSFG)
Illinois
$6K +$1.49K +20 +30%
DPW
1991
DiNuzzo Private Wealth
Pennsylvania
$5.42K +$2.16K +29 +71%
BGA
1992
Battery Global Advisors
Massachusetts
$5.11K +$75 +1 +1%
FFA
1993
Frazier Financial Advisors
Ohio
$4.95K
HIW
1994
Holos Integrated Wealth
Pennsylvania
$4.89K
HHGA
1995
Halbert Hargrove Global Advisors
California
$4.6K -$24.9K -334 -84%
AP
1996
Aspect Partners
Virginia
$4.6K -$1.64K -22 -25%
SCA
1997
Stuart Chaussee & Associates
California
$4.6K
T
1998
Tidemark
California
$4.6K
CCMW
1999
Cypress Capital Management (Wyoming)
Wyoming
$4.49K
CAIM
2000
Catherine Avery Investment Management
Florida
$4.46K -$1.12K -15 -19%