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Name Holding Trade Value Shares
Change
Change in
Stake
CPWL
1976
Coquina Private Wealth LLC
Florida
$288K +$1.07K +43 +0.3%
FWM
1977
Foguth Wealth Management
Michigan
$288K -$214K -8,639 -40%
RWB
1978
RMR Wealth Builders
New Jersey
$288K +$68.3K +2,752 +25%
KFS
1979
Kelly Financial Services
Massachusetts
$288K +$10.4K +418 +3%
TGIA
1980
Torrey Growth & Income Advisors
California
$286K -$53.9K -2,173 -14%
FA
1981
FDx Advisors
Illinois
$285K -$40K -1,611 -10%
CCG
1982
Chatham Capital Group
Georgia
$285K -$68.9K -2,777 -17%
ZF
1983
Zhang Financial
Michigan
$284K -$37.9K -1,529 -10%
LWP
1984
LeClair Wealth Partners
Ohio
$284K +$340K +13,711 New
CFG
1985
Carter Financial Group
Illinois
$282K +$8.74K +352 +3%
SCM
1986
Saxony Capital Management
Missouri
$282K – – –
HBFP
1987
Henderson Brothers Financial Partners
Pennsylvania
$282K -$350K -14,089 -51%
JMA
1988
J.M. Arbour
Maine
$282K +$63.4K +2,555 +23%
M
1989
MOTCO
Texas
$282K +$1.86K +75 +0.6%
DI
1990
Disciplined Investors
Texas
$282K -$1.51K -61 -0.4%
RB
1991
Rodgers Brothers
Pennsylvania
$282K +$3.33K +134 +1%
AWM
1992
Aviso Wealth Management
Washington
$281K -$62.5K -2,519 -16%
SM
1993
Sweeney & Michel
California
$281K -$19.7K -795 -6%
GWM
1994
Greenwich Wealth Management
Connecticut
$281K +$7.35K +296 +2%
LWM
1995
LongView Wealth Management
Georgia
$281K -$464K -18,680 -58%
EC
1996
EntryPoint Capital
New York
$281K -$262K -10,564 -44%
IP
1997
Investment Partners
Ohio
$280K +$397 +16 +0.1%
SPC
1998
Spirepoint Private Client
Florida
$280K -$16K -643 -5%
BM
1999
Berman McAleer
Maryland
$280K +$4.79K +193 +1%
SPI
2000
Santori & Peters Inc
Pennsylvania
$280K -$3.62K -146 -1%