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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1976
Hoey Investments
Pennsylvania
$275K -$19.4K -100 -6%
PP
1977
Patten & Patten
Tennessee
$275K +$6.22K +32 +2%
WA
1978
WESPAC Advisors
California
$275K +$583 +3 +0.2%
JIP
1979
Jaffetilchin Investment Partners
Florida
$274K +$321K +1,653 New
ZIG
1980
Zuckerman Investment Group
Illinois
$274K – – –
RFA
1981
Register Financial Advisors
Georgia
$274K +$194 +1 +0.1%
FHC
1982
First Heartland Consultants
Missouri
$273K +$79.9K +411 +33%
AA
1983
Aire Advisors
California
$273K +$7.38K +38 +2%
SW
1984
Schulz Wealth
Texas
$272K -$51.5K -265 -14%
DWS
1985
Discipline Wealth Solutions
South Carolina
$271K -$194 -1 -0.1%
LWIC
1986
Leith Wheeler Investment Counsel
British Columbia, Canada
$271K +$317K +1,631 New
SFC
1987
Strategic Financial Concepts
Texas
$271K -$31.9K -164 -9%
Belvedere Trading
1988
Belvedere Trading
Illinois
$270K +$92.7K +477 +41%
OFG
1989
Oxford Financial Group
Indiana
$270K +$316K +1,626 New
RCWM
1990
Red Crane Wealth Management
California
$269K – – –
FCP
1991
Fidelis Capital Partners
Florida
$269K -$116K -595 -27%
GHAM
1992
Gilman Hill Asset Management
Connecticut
$268K – – –
LWM
1993
LJI Wealth Management
Indiana
$267K – – –
CIAS
1994
CFS Investment Advisory Services
New Jersey
$265K +$310K +1,595 New
TCM
1995
Traynor Capital Management
Pennsylvania
$265K +$5.44K +28 +2%
ANBT
1996
American National Bank & Trust
Texas
$264K +$972 +5 +0.3%
1CP
1997
17 Capital Partners
Arizona
$264K +$17.1K +88 +6%
AP
1998
Advisors Preferred
Maryland
$264K +$244K +1,258 +408%
WRPWM
1999
Werba Rubin Papier Wealth Management
California
$264K +$19.4K +100 +7%
AL
2000
ACAS LLC
California
$262K -$10.5K -54 -3%