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Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
1976
Masso Torrence Wealth Management
New Jersey
$211K +$202K +995 New
CFFP
1977
Center for Financial Planning
Michigan
$210K +$147K +725 +274%
SMC
1978
Smith, Moore & Co
Missouri
$209K +$200K +985 New
GS
1979
GWN Securities
Florida
$207K +$85.1K +420 New
GWMIA
1980
Global Wealth Management Investment Advisory
Florida
$207K +$198K +975 New
MCM
1981
Marathon Capital Management
Maryland
$207K +$198K +975 New
PA
1982
PFW Advisors
Georgia
$207K +$198K +975 New
GWM
1983
Gitterman Wealth Management
New Jersey
$207K -$98.2K -485 -33%
AWA
1984
AGH Wealth Advisors
Kansas
$204K +$194K +960 New
SNBOSD
1985
Security National Bank of So Dak
Iowa
$202K +$193K +955 New
TW
1986
Transform Wealth
Colorado
$202K +$193K +955 New
MA
1987
Montag & Associates
Georgia
$201K – – –
AIC
1988
Argus Investors Counsel
New York
$201K +$192K +950 New
ACM
1989
Arlington Capital Management
Illinois
$201K +$192K +950 New
CSA
1990
Cottage Street Advisors
Massachusetts
$201K +$192K +950 New
HPM
1991
Hoxton Planning & Management
West Virginia
$201K +$192K +950 New
TIA
1992
Traphagen Investment Advisors
New Jersey
$201K +$192K +950 New
WIM
1993
Waverton Investment Management
United Kingdom
$201K +$192K +950 New
CWM
1994
Cherrydale Wealth Management
New Jersey
$200K +$191K +945 New
UWPG
1995
Ullmann Wealth Partners Group
Florida
$200K +$191K +945 New
FSA
1996
Franklin Street Advisors
North Carolina
$200K +$191K +945 New
AA
1997
Addison Advisors
Vermont
$198K +$3.04K +15 +2%
MFG
1998
Menard Financial Group
Texas
$198K +$189K +935 New
SC
1999
Stance Capital
Massachusetts
$194K +$185K +915 New
SIC
2000
SJS Investment Consulting
Ohio
$193K -$30.4K -150 -14%