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Name Holding Trade Value Shares
Change
Change in
Stake
NHC
1976
Nicholas Hoffman & Company
Georgia
$1.47M -$37.7K -93 -3%
HI
1977
Hoey Investments
Pennsylvania
$1.47M +$401K +988 +47%
MPCG
1978
Matrix Private Capital Group
New York
$1.47M -$9.74K -24 -0.8%
PFA
1979
Perryman Financial Advisory
Texas
$1.46M +$646K +1,591 +109%
CFS
1980
Commonwealth Financial Services
West Virginia
$1.46M +$48.7K +120 +4%
BW
1981
BXM Wealth
Colorado
$1.46M +$317K +780 +34%
MFG
1982
Monte Financial Group
Connecticut
$1.45M -$467K -1,150 -24%
IP
1983
Investment Partners
Ohio
$1.45M +$10.1K +25 +0.8%
TDB
1984
Thompson David Blair
$1.45M -$152K -374 -11%
CGF
1985
Constant Guidance Financial
Massachusetts
$1.45M +$986K +2,430 +405%
BFS
1986
BridgePort Financial Solutions
Iowa
$1.45M +$60.9K +150 +5%
LF
1987
Lee Financial
Texas
$1.44M +$213K +526 +21%
TC
1988
TFR Capital
Texas
$1.44M +$21.9K +54 +2%
APW
1989
Aventura Private Wealth
Florida
$1.44M +$75.5K +186 +7%
AWM
1990
Ariadne Wealth Management
California
$1.44M +$79.9K +197 +7%
UAG
1991
United Advisor Group
Ohio
$1.44M +$63.3K +156 +5%
OMC
1992
Oasis Management Company
Cayman Islands
$1.43M – – –
IAS
1993
Integrity Advisory Solutions
Texas
$1.43M +$267K +657 +28%
CWG
1994
Cornerstone Wealth Group
North Carolina
$1.43M +$281K +692 +30%
BB
1995
Burford Brothers
Texas
$1.43M +$21.9K +54 +2%
PSP
1996
Principal Street Partners
Tennessee
$1.43M +$460K +1,134 +61%
PCMNC
1997
Piedmont Capital Management (North Carolina)
North Carolina
$1.42M +$49.5K +122 +4%
LWM
1998
Lionsbridge Wealth Management
Florida
$1.42M -$73.9K -182 -6%
AWM
1999
Avior Wealth Management
Nebraska
$1.42M -$2.46M -6,056 -67%
HFS
2000
Hoge Financial Services
Pennsylvania
$1.42M +$2.44K +6 +0.2%