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Name Holding Trade Value Shares
Change
Change in
Stake
MFP
1976
Meridian Financial Partners
Virginia
$207K +$17 +1 +0%
NFC
1977
Northeast Financial Consultants
Connecticut
$207K +$5.21K +306 +2%
NFG
1978
Norris Financial Group
South Carolina
$205K -$42.2K -2,475 -16%
T
1979
TRUADVICE
Florida
$205K +$42.2K +2,478 +21%
HA
1980
Hamel Associates
New Jersey
$205K -$3.05M -179,125 -93%
KWM
1981
Kolinsky Wealth Management
New Jersey
$205K +$1.94K +114 +0.9%
SFG
1982
Sather Financial Group
Texas
$204K
AWM
1983
Affinity Wealth Management
Delaware
$204K -$1.84K -108 -0.8%
MWA
1984
Mills Wealth Advisors
Texas
$204K
FAM
1985
Formidable Asset Management
Ohio
$204K +$255 +15 +0.1%
IP
1986
Investment Partners
Ohio
$204K -$2.45K -144 -1%
WJA
1987
Willis Johnson & Associates
Texas
$203K -$2.3K -135 -1%
GDP
1988
Great Diamond Partners
Maine
$203K -$6.59K -387 -3%
HKAM
1989
Horizon Kinetics Asset Management
New York
$203K +$24.5K +1,439 +13%
CW
1990
Channel Wealth
California
$203K -$53.1K -3,118 -20%
SCI
1991
Stableford Capital II
Arizona
$203K +$244K +14,328 New
FCAG
1992
First Capital Advisors Group
New Jersey
$203K +$217K +12,719 New
CWP
1993
Concord Wealth Partners
Virginia
$203K -$6.3K -370 -3%
Vanguard Capital Wealth Advisors
1994
Vanguard Capital Wealth Advisors
Colorado
$202K +$1.75K +103 +0.8%
DA
1995
Dover Advisors
Virginia
$202K +$2.04K +120 +1%
MMG
1996
Monetary Management Group
Missouri
$201K
ME
1997
McIlrath & Eck
Washington
$200K
DWA
1998
Douglass Winthrop Advisors
New York
$200K -$202K -11,875 -49%
BPC
1999
Banque Pictet & Cie
Switzerland
$199K -$10.4K -611 -5%
PFA
2000
Pure Financial Advisors
California
$199K +$213K +12,492 New