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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
1976
Creative Financial Designs
Indiana
$118K +$81.9K +2,548 +270%
RFWA
1977
RPg Family Wealth Advisory
Massachusetts
$111K -$94.9K -2,953 -48%
QAM
1978
QCI Asset Management
New York
$110K -$24.5K -763 -19%
APSP
1979
Asset Planning Services (Pennsylvania)
Pennsylvania
$103K +$5.69K +177 +6%
IDBONY
1980
Israel Discount Bank of New York
New York
$103K +$98.2K +3,054 New
AA
1981
AlphaMark Advisors
Kentucky
$101K
RPG
1982
Risk Paradigm Group
Texas
$100K -$825K -25,680 -90%
TWMP
1983
Taylor Wealth Management Partners
Massachusetts
$97K
RIA
1984
RPG Investment Advisory
California
$92K +$64K +1,990 +277%
RBC
1985
Roble Belko & Company
Pennsylvania
$82K -$27.8K -865 -26%
RAM
1986
Riggs Asset Management
Pennsylvania
$81K
MIC
1987
MU Investments Company
Japan
$77K -$20.3K -633 -22%
BC
1988
Barnett & Company
Tennessee
$70K
T2I
1989
Turim 21 Investimentos
Brazil
$70K +$66.4K +2,066 New
DPA
1990
Delphi Private Advisors
California
$68K
LWM
1991
Lenox Wealth Management
Ohio
$60K +$18.6K +580 +49%
HS
1992
Horan Securities
United States
$57K +$289 +9 +0.5%
EMG
1993
ETF Managers Group
New Jersey
$56K +$4.66K +145 +10%
KAS
1994
Kemnay Advisory Services
New York
$54K
MCC
1995
Malaga Cove Capital
California
$54K +$50.8K +1,581 New
MWM
1996
MinichMacGregor Wealth Management
New York
$53K -$9.42K -293 -16%
VC
1997
Vestor Capital
Illinois
$53K +$9.03K +281 +22%
RWM
1998
Raffa Wealth Management
District of Columbia
$52.3K -$33.9K -1,054 -41%
IP
1999
Isthmus Partners
Wisconsin
$52K
FFW
2000
Fusion Family Wealth
New York
$47K -$41.3K -1,285 -48%