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Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1976
Ellenbecker Investment Group
Wisconsin
$861K -$33K -231 -4%
WAG
1977
Winthrop Advisory Group
Massachusetts
$861K -$7.14K -50 -0.8%
EAM
1978
Empirical Asset Management
Massachusetts
$858K -$5.71K -40 -0.7%
OPA
1979
Old Port Advisors
Maine
$857K -$9.43K -66 -1%
GSEP
1980
Golden State Equity Partners
California
$856K -$162K -1,136 -16%
CL
1981
COWA LLC
Oklahoma
$856K +$66.3K +464 +8%
MCM
1982
Maple Capital Management
Vermont
$851K -$116K -810 -12%
PWAM
1983
Pinnacle West Asset Management
Wyoming
$849K +$20.7K +145 +2%
WAM
1984
WealthTrust Asset Management
Florida
$848K +$1.86K +13 +0.2%
RPCONE
1985
Retirement Planning Company of New England
Rhode Island
$848K -$8.14K -57 -0.9%
EHAM
1986
Eagle Harbor Asset Management
Washington
$845K +$10.4K +73 +1%
TWM
1987
Triton Wealth Management
Arizona
$841K +$714 +5 +0.1%
FNBOH
1988
First National Bank of Hutchinson
Kansas
$839K +$585K +4,100 +218%
MIA
1989
MeadowBrook Investment Advisors
Michigan
$835K -$9.28K -65 -1%
AAS
1990
Ameritas Advisory Services
Nebraska
$835K -$1.23M -8,583 -59%
PIA
1991
Pollock Investment Advisors
Michigan
$834K -$1K -7 -0.1%
HA
1992
Herold Advisors
New York
$833K +$14K +98 +2%
WFM
1993
Wolff Financial Management
Michigan
$833K -$143 -1 -0%
QCIG
1994
Quad-Cities Investment Group
Iowa
$832K -$21.1K -148 -2%
HBT
1995
Heartland Bank & Trust
Illinois
$823K +$34.7K +243 +4%
FWM
1996
Forza Wealth Management
Florida
$821K
AA
1997
Addison Advisors
Vermont
$820K -$18K -126 -2%
EW
1998
Elyxium Wealth
California
$817K -$21.3K -149 -2%
CPRC
1999
Consolidated Portfolio Review Corp
New York
$816K +$10.3K +72 +1%
SFS
2000
Security Financial Services
Indiana
$816K -$11.7K -82 -1%