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Name Holding Trade Value Shares
Change
Change in
Stake
AGM
1976
Alpine Global Management
New York
– -$224K -2,150 Closed
GWS
1977
Glassman Wealth Services
Virginia
– -$223K -2,143 Closed
NFP
1978
Narus Financial Partners
Utah
– -$218K -2,100 Closed
FAG
1979
Fortitude Advisory Group
Washington
– -$200K -1,927 Closed
RAG
1980
RIA Advisory Group
Iowa
– -$303K -1,887 Closed
GC
1981
Garde Capital
Washington
– -$187K -1,800 Closed
AP
1982
Arlington Partners
Alabama
– -$164K -1,578 Closed
LA
1983
LM Advisors
California
– -$136K -1,311 Closed
PS
1984
Planned Solutions
California
– -$87.7K -843 Closed
SN
1985
Sittner & Nelson
Oregon
– -$83.2K -800 Closed
SAM
1986
Sycomore Asset Management
France
– -$84K -800 Closed
FWM
1987
Focused Wealth Management
New York
– -$53.4K -514 Closed
GKIM
1988
GW&K Investment Management
Massachusetts
– -$53K -505 Closed
FCAS
1989
First Command Advisory Services
Texas
– -$42.2K -406 Closed
RFA
1990
Resurgent Financial Advisors
Georgia
– -$49.1K -395 Closed
SA
1991
Scarborough Advisors
Maryland
– -$40.5K -389 Closed
TVAMP
1992
Tennessee Valley Asset Management Partners
Tennessee
– -$37.4K -360 Closed
DAC
1993
Dividend Assets Capital
South Carolina
– -$26K -250 Closed
LJHT
1994
Laurie J. Hall Trustee
– -$21K -200 Closed
APW
1995
Austin Private Wealth
Texas
– -$20.3K -195 Closed
RIM
1996
Rockbridge Investment Management
New York
– -$11.3K -109 Closed
FF
1997
Friedenthal Financial
New Jersey
– -$10.4K -100 Closed
MSWM
1998
McGlone Suttner Wealth Management
Wisconsin
– -$10.4K -100 Closed
AWM
1999
Able Wealth Management
New Jersey
– -$10.3K -99 Closed
RBA
2000
Richard Bernstein Advisors
New York
– -$9.78K -94 Closed