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Name Holding Trade Value Shares
Change
Change in
Stake
WBWA
1976
William B. Walkup & Associates
South Carolina
$6.37K – – –
NRG
1977
Nemes Rush Group
Michigan
$6.12K -$456 -7 -7%
HIMS
1978
Hager Investment Management Services
New Hampshire
$6.12K – – –
1NWS
1979
1 North Wealth Services
Maryland
$6.01K – – –
CFS
1980
Compass Financial Services
Iowa
$5.81K – – –
GFA
1981
Godfrey Financial Associates
New York
$5.76K +$5.87K +90 New
JGCM
1982
Joseph Group Capital Management
Ohio
$5.61K +$5.74K +88 New
TPBG
1983
Turning Point Benefit Group
Maryland
$5.54K -$391 -6 -6%
AP
1984
Aspect Partners
Virginia
$5.35K +$1.17K +18 +27%
NSG
1985
Nalls Sherbakoff Group
Tennessee
$5.29K -$11.4K -175 -68%
MFP
1986
Meramec Financial Planners
Missouri
$5.24K +$5.34K +82 New
HFS
1987
Hughes Financial Services
Virginia
$5.1K -$1.7K -26 -25%
TFGT
1988
TS Financial Group (TSFG)
Illinois
$5K -$717 -11 -13%
TAM
1989
Tucker Asset Management
Colorado
$4.78K +$4.89K +75 New
HIW
1990
Holos Integrated Wealth
Pennsylvania
$4.75K – – –
MAFA
1991
MJT & Associates Financial Advisory
Minnesota
$4.71K +$2.61K +40 +118%
CFD
1992
Creative Financial Designs
Indiana
$4.59K -$13K -200 -74%
LA
1993
LM Advisors
California
$4.49K -$282K -4,332 -94%
Banque Transatlantique
1994
Banque Transatlantique
France
$4.46K -$42.2K -647 -90%
CRI
1995
Commonwealth Retirement Investments
Virginia
$4.33K +$4.43K +68 New
BHWM
1996
Bay Harbor Wealth Management
Maryland
$4.3K +$1.11K +17 +34%
T
1997
Tidemark
California
$4.21K – – –
CCMW
1998
Cypress Capital Management (Wyoming)
Wyoming
$4.1K – – –
PP
1999
PFS Partners
New Jersey
$4.07K – – –
CWP
2000
Clark Wealth Partners
Illinois
$3.81K – – –