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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1976
Strategic Wealth Management
Washington
$34K – – –
AFS
1977
Annapolis Financial Services
Maryland
$33K +$7.66K +35 +34%
HWM
1978
Holloway Wealth Management
Florida
$32K – – –
EA
1979
Emerald Advisers
Pennsylvania
$31K +$28.5K +130 New
HWA
1980
HHM Wealth Advisors
Tennessee
$29K – – –
RMC
1981
Resources Management Corp
Connecticut
$28K +$657 +3 +3%
BMD
1982
Better Money Decisions
New Mexico
$26K – – –
IF
1983
Ironwood Financial
Arizona
$25K – – –
WFA
1984
West Financial Advisors
Iowa
$25K – – –
CH
1985
Canton Hathaway
Rhode Island
$24K – – –
RCA
1986
Ranch Capital Advisors
Florida
$24K – – –
ST
1987
Sageworth Trust
Pennsylvania
$24K – – –
RWM
1988
Raffa Wealth Management
District of Columbia
$22K – – –
KFP
1989
KB Financial Partners
New Jersey
$21K – – –
LS
1990
Leelyn Smith
Illinois
$21K – – –
HFA
1991
Hoover Financial Advisors
Pennsylvania
$20K -$5.69K -26 -24%
JGIA
1992
Jackson Grant Investment Advisers
Connecticut
$20K – – –
JMF
1993
Johnson Midwest Financial
Iowa
$20K +$219 +1 +1%
PWS
1994
Paragon Wealth Strategies
Florida
$20K +$18.2K +83 New
IUHSA
1995
Itau Unibanco Holding S.A.
Brazil
$20K +$18.4K +84 New
EWA
1996
Evolution Wealth Advisors
Florida
$19K – – –
LWP
1997
Laurel Wealth Planning
Minnesota
$19K – – –
PWP
1998
Personal Wealth Partners
Minnesota
$18K +$16.4K +75 New
AWM
1999
Activest Wealth Management
Florida
$16K -$13.6K -62 -48%
CAL
2000
Capital Advisors Ltd
Ohio
$16K +$1.75K +8 +13%