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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1976
Mascoma Wealth Management
New Hampshire
$28K +$30.8K +123 New
HWA
1977
HHM Wealth Advisors
Tennessee
$27K
LS
1978
Leelyn Smith
Illinois
$27K +$7.77K +31 +36%
RMC
1979
Resources Management Corp
Connecticut
$26K -$251 -1 -0.9%
BMD
1980
Better Money Decisions
New Mexico
$24K
WFA
1981
West Financial Advisors
Iowa
$24K
AFS
1982
Annapolis Financial Services
Maryland
$23K -$8.77K -35 -26%
IF
1983
Ironwood Financial
Arizona
$23K
RCA
1984
Ranch Capital Advisors
Florida
$23K
ST
1985
Sageworth Trust
Pennsylvania
$23K
TCWA
1986
Ten Capital Wealth Advisors
Washington
$22K -$17K -68 -41%
ODG
1987
O'Dell Group
Ohio
$22K +$24.6K +98 New
RWM
1988
Raffa Wealth Management
District of Columbia
$21.5K +$752 +3 +3%
JMF
1989
Johnson Midwest Financial
Iowa
$19K
JGIA
1990
Jackson Grant Investment Advisers
Connecticut
$19K +$251 +1 +1%
EWA
1991
Evolution Wealth Advisors
Florida
$18K
MA
1992
MCF Advisors
Kentucky
$17K +$5.26K +21 +39%
HF
1993
Halpern Financial
Virginia
$16.8K +$17.8K +71 +3,550%
CAL
1994
Capital Advisors Ltd
Ohio
$16K
WBC
1995
West Branch Capital
Massachusetts
$15K
MDCM
1996
Morgan Dempsey Capital Management
Wisconsin
$13K -$6.15M -24,544 -100%
HWMA
1997
Heritage Wealth Management (Arizona)
Arizona
$13K
TF
1998
TimeScale Financial
Massachusetts
$13K
SWM
1999
Strategic Wealth Management
Washington
$12K -$21.8K -87 -62%
CCM
2000
Cribstone Capital Management
Maine
$11K