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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1976
Autus Asset Management
Arizona
$201K +$195K +1,513 New
XSC
1977
X-Square Capital
Puerto Rico
$200K +$194K +1,508 New
BWA
1978
Burt Wealth Advisors
Maryland
$199K
FCMT
1979
Founders Capital Management (Texas)
Texas
$199K
HCM
1980
Highlander Capital Management
New Jersey
$199K +$64.4K +500 +50%
BWM
1981
Baystate Wealth Management
Massachusetts
$197K +$9.27K +72 +5%
WPA
1982
West Paces Advisors
Georgia
$196K +$4.63K +36 +2%
BCP
1983
Blackhawk Capital Partners
Wisconsin
$192K
NIM
1984
NuWave Investment Management
New Jersey
$192K +$51.7K +402 +38%
KJWM
1985
Kiley Juergens Wealth Management
Washington
$191K +$186K +1,448 New
LC
1986
Landaas & Company
Wisconsin
$189K +$184K +1,429 New
QCIG
1987
Quad-Cities Investment Group
Iowa
$186K +$181K +1,408 New
SEIA
1988
Signature Estate & Investment Advisors
California
$180K +$47K +365 +37%
IDBONY
1989
Israel Discount Bank of New York
New York
$179K
LJHT
1990
Laurie J. Hall Trustee
$177K -$55.3K -430 -32%
ACM
1991
AUA Capital Management
Pennsylvania
$177K
MCA
1992
Mercer Capital Advisers
New Jersey
$173K
FLI
1993
Family Legacy Inc
South Carolina
$172K +$168K +1,302 New
LA
1994
Legacy Advisors
Pennsylvania
$170K +$25.4K +197 +18%
RCG
1995
Ruggie Capital Group
Florida
$164K
AIM
1996
ARK Investment Management
Florida
$159K +$7.98K +62 +5%
THWM
1997
Taylor Hoffman Wealth Management
Virginia
$157K
PFA
1998
Pathway Financial Advisors
Vermont
$153K
JGIA
1999
Jackson Grant Investment Advisers
Connecticut
$152K +$129 +1 +0.1%
ECM
2000
EII Capital Management
New York
$144K +$14.2K +110 +11%