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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1976
Center for Financial Planning
Michigan
$210K +$147K +725 +274%
SMC
1977
Smith, Moore & Co
Missouri
$209K +$200K +985 New
GS
1978
GWN Securities
Florida
$207K +$85.1K +420 New
GWMIA
1979
Global Wealth Management Investment Advisory
Florida
$207K +$198K +975 New
MCM
1980
Marathon Capital Management
Maryland
$207K +$198K +975 New
PA
1981
PFW Advisors
Georgia
$207K +$198K +975 New
GWM
1982
Gitterman Wealth Management
New Jersey
$207K -$98.2K -485 -33%
AWA
1983
AGH Wealth Advisors
Kansas
$204K +$194K +960 New
SNBOSD
1984
Security National Bank of So Dak
Iowa
$202K +$193K +955 New
TW
1985
Transform Wealth
Colorado
$202K +$193K +955 New
MA
1986
Montag & Associates
Georgia
$201K
AIC
1987
Argus Investors Counsel
New York
$201K +$192K +950 New
ACM
1988
Arlington Capital Management
Illinois
$201K +$192K +950 New
CSA
1989
Cottage Street Advisors
Massachusetts
$201K +$192K +950 New
HPM
1990
Hoxton Planning & Management
West Virginia
$201K +$192K +950 New
TIA
1991
Traphagen Investment Advisors
New Jersey
$201K +$192K +950 New
WIM
1992
Waverton Investment Management
United Kingdom
$201K +$192K +950 New
CWM
1993
Cherrydale Wealth Management
New Jersey
$200K +$191K +945 New
UWPG
1994
Ullmann Wealth Partners Group
Florida
$200K +$191K +945 New
FSA
1995
Franklin Street Advisors
North Carolina
$200K +$191K +945 New
AA
1996
Addison Advisors
Vermont
$198K +$3.04K +15 +2%
MFG
1997
Menard Financial Group
Texas
$198K +$189K +935 New
SC
1998
Stance Capital
Massachusetts
$194K +$185K +915 New
SIC
1999
SJS Investment Consulting
Ohio
$193K -$30.4K -150 -14%
WIM
2000
Westside Investment Management
California
$192K