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Name Holding Trade Value Shares
Change
Change in
Stake
NFP
1976
Narus Financial Partners
Utah
-$218K -2,100 Closed
FAG
1977
Fortitude Advisory Group
Washington
-$200K -1,927 Closed
RAG
1978
RIA Advisory Group
Iowa
-$303K -1,887 Closed
GC
1979
Garde Capital
Washington
-$187K -1,800 Closed
AP
1980
Arlington Partners
Alabama
-$164K -1,578 Closed
LA
1981
LM Advisors
California
-$136K -1,311 Closed
PS
1982
Planned Solutions
California
-$87.7K -843 Closed
SN
1983
Sittner & Nelson
Oregon
-$83.2K -800 Closed
SAM
1984
Sycomore Asset Management
France
-$84K -800 Closed
FWM
1985
Focused Wealth Management
New York
-$53.4K -514 Closed
GKIM
1986
GW&K Investment Management
Massachusetts
-$53K -505 Closed
FCAS
1987
First Command Advisory Services
Texas
-$42.2K -406 Closed
RFA
1988
Resurgent Financial Advisors
Georgia
-$49.1K -395 Closed
SA
1989
Scarborough Advisors
Maryland
-$40.5K -389 Closed
TVAMP
1990
Tennessee Valley Asset Management Partners
Tennessee
-$37.4K -360 Closed
DAC
1991
Dividend Assets Capital
South Carolina
-$26K -250 Closed
LJHT
1992
Laurie J. Hall Trustee
-$21K -200 Closed
APW
1993
Austin Private Wealth
Texas
-$20.3K -195 Closed
RIM
1994
Rockbridge Investment Management
New York
-$11.3K -109 Closed
FF
1995
Friedenthal Financial
New Jersey
-$10.4K -100 Closed
MSWM
1996
McGlone Suttner Wealth Management
Wisconsin
-$10.4K -100 Closed
AWM
1997
Able Wealth Management
New Jersey
-$10.3K -99 Closed
RBA
1998
Richard Bernstein Advisors
New York
-$9.78K -94 Closed
BFS
1999
Bare Financial Services
Pennsylvania
-$8.94K -86 Closed
ACM
2000
Accent Capital Management
Ohio
-$8.32K -80 Closed