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Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1976
Thomas J. Herzfeld Advisors
Florida
$69K +$3.87K +28 +9%
RMC
1977
Resources Management Corp
Connecticut
$64K – – –
WCG
1978
Weaver Consulting Group
California
$64K +$30.5K +221 +150%
HFM
1979
Hartford Financial Management
Connecticut
$62K -$41.5K -300 -46%
MF
1980
Manchester Financial
California
$61K +$31.2K +226 +185%
WAM
1981
Wolverine Asset Management
Illinois
$57K +$45.7K +331 New
EWP
1982
Engrave Wealth Partners
Texas
$56K +$5.94K +43 +15%
AIC
1983
Ayalon Insurance Company
Israel
$55K – – –
GFPC
1984
Global Financial Private Client
Florida
$53.4K -$16.4K -119 -28%
TI
1985
Truehand Inc
New Hampshire
$52K – – –
AFS
1986
Aft Forsyth & Sober
Florida
$52K +$41.5K +300 New
AAIM
1987
Asset Advisors Investment Management
Georgia
$52K +$41.5K +300 New
SFPG
1988
Stonebridge Financial Planning Group
Florida
$49K – – –
CFN
1989
Cordasco Financial Network
Florida
$47K – – –
PW
1990
Price Wealth
Texas
$46K -$55.1K -399 -60%
SWM
1991
Sugarloaf Wealth Management
Georgia
$46K – – –
CB
1992
Community Bank
New York
$44K – – –
ICM
1993
Islay Capital Management
Texas
$44K – – –
VNA
1994
Valley National Advisers
Pennsylvania
$43K +$7.19K +52 +27%
SSWG
1995
Seven Springs Wealth Group
Tennessee
$42K – – –
BWA
1996
BDO Wealth Advisors
Florida
$41K -$23.9K -173 -42%
MWP
1997
Meridian Wealth Partners
Pennsylvania
$41K – – –
LCM
1998
Laurion Capital Management
New York
$39K -$453K -3,276 -94%
SC
1999
SouthState Corp
Florida
$39K -$30.4K -220 -49%
HWM
2000
HighMark Wealth Management
Minnesota
$36K – – –
78 79
80
81 82