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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1976
SlateStone Wealth
Florida
$214K
MWM
1977
Marietta Wealth Management
Georgia
$214K +$205K +945 New
EFL
1978
ERn Financial LLC
Wisconsin
$213K +$204K +939 New
LA
1979
Latitude Advisors
Florida
$212K +$3.26K +15 +2%
SPC
1980
Stewart & Patten Company
California
$212K +$203K +936 New
DHFB
1981
Dixon Hubard Feinour & Brown
Virginia
$211K
GG
1982
Greenwood Gearhart
Arkansas
$211K
JHCP
1983
Jackson Hole Capital Partners
Oklahoma
$211K
OFG
1984
Omega Financial Group
California
$211K
MAWCM
1985
Mine & Arao Wealth Creation & Management
California
$209K
FA
1986
Financial Advisors
Massachusetts
$209K +$1.95K +9 +1%
SFP
1987
Sterling Financial Planning
New Jersey
$208K -$104K -480 -34%
AWAP
1988
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$208K
IIC
1989
Integrated Investment Consultants
Michigan
$207K +$198K +912 New
CCA
1990
Clearwater Capital Advisors
Illinois
$207K +$199K +915 New
HNW
1991
High Note Wealth
Minnesota
$207K +$199K +915 New
AOG
1992
Alpha Omega Group
Virginia
$206K
LFA
1993
Landmark Financial Advisors
Kentucky
$206K
BFIM
1994
Beese Fulmer Investment Management
Ohio
$206K +$197K +909 New
MG
1995
Mather Group
Illinois
$206K +$197K +909 New
QAM
1996
QCI Asset Management
New York
$205K -$13K -60 -6%
TFA
1997
Tobias Financial Advisors
Florida
$205K -$6.51K -30 -3%
TCM
1998
Tufton Capital Management
Maryland
$205K
AWA
1999
Alaska Wealth Advisors
Alaska
$205K +$196K +903 New
CAS
2000
Cascadia Advisory Services
Oregon
$205K +$196K +903 New