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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1976
Inspire Advisors
Idaho
$485K -$56.3K -3,560 -8%
SIA
1977
SkyView Investment Advisors
New Jersey
$485K -$23.2K -1,470 -4%
CWM
1978
Circle Wealth Management
New Jersey
$484K -$278K -17,600 -31%
MCM
1979
McDonough Capital Management
Florida
$484K -$18.5K -1,170 -3%
SCM
1980
Stonebridge Capital Management
California
$483K
FANJ
1981
Financial Architects (New Jersey)
New Jersey
$483K +$629K +39,810 New
PMFA
1982
Plante Moran Financial Advisors
Michigan
$482K -$34.5K -2,180 -5%
LAS
1983
LWM Advisory Services
Florida
$481K -$163K -10,340 -22%
ARG
1984
Advisory Resource Group
Oklahoma
$480K +$150K +9,470 +32%
CIC
1985
Cornercap Investment Counsel
Georgia
$478K -$12.8K -810 -2%
CA
1986
Centerpoint Advisors
Massachusetts
$478K +$249K +15,750 +67%
WJA
1987
Willis Johnson & Associates
Texas
$477K +$36K +2,280 +6%
NGA
1988
Naples Global Advisors
Florida
$477K +$148K +9,360 +31%
TFA
1989
Toth Financial Advisory
Virginia
$476K +$90K +5,690 +17%
AWM
1990
Accurate Wealth Management
Florida
$476K +$153K +9,650 +32%
NFP
1991
Narus Financial Partners
Utah
$476K +$40.9K +2,590 +7%
HWM
1992
Hohimer Wealth Management
Washington
$475K -$3.03M -191,910 -83%
SAF
1993
Smith Anglin Financial
Texas
$475K -$41.6K -2,630 -6%
BCMO
1994
Buckingham Capital Management (Ohio)
Ohio
$475K -$19.9K -1,260 -3%
RSC
1995
Red Spruce Capital
Pennsylvania
$474K
MA
1996
MCF Advisors
Kentucky
$474K +$173K +10,920 +39%
BCM
1997
Birmingham Capital Management
Alabama
$473K +$108K +6,840 +21%
FCAG
1998
First Capital Advisors Group
New Jersey
$472K -$23.2K -1,470 -4%
RGF
1999
Retirement Guys Formula
Ohio
$472K +$104K +6,550 +20%
EFG
2000
Everhart Financial Group
Ohio
$471K -$531K -33,600 -46%