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Name Holding Trade Value Shares
Change
Change in
Stake
WFM
1976
Wolff Financial Management
Michigan
$454K
BWA
1977
BDO Wealth Advisors
Florida
$453K +$192K +1,172 +82%
CWM
1978
Cordatus Wealth Management
Pennsylvania
$452K
DWM
1979
Darwin Wealth Management
Florida
$450K -$53.2K -325 -11%
WP
1980
WealthPLAN Partners
Nebraska
$449K -$275K -1,682 -40%
SCM
1981
SOL Capital Management
Maryland
$449K -$8.19K -50 -2%
MC
1982
Miramar Capital
Illinois
$449K
JHCP
1983
Jackson Hole Capital Partners
Oklahoma
$448K
AB
1984
Atlas Brown
Kentucky
$446K
OWA
1985
Outlook Wealth Advisors
Texas
$446K +$38K +232 +10%
ER
1986
Enlightenment Research
Florida
$445K +$443K +2,705 New
MIM
1987
Manitou Investment Management
Ontario, Canada
$444K -$403K -2,459 -49%
FEM
1988
Fulcrum Equity Management
Texas
$443K -$38.6K -236 -9%
POIA
1989
Pin Oak Investment Advisors
Texas
$443K -$2.95K -18 -0.7%
WAM
1990
Winslow Asset Management
Ohio
$443K
LC
1991
Lavaca Capital
Texas
$443K +$115K +700 +38%
JWM
1992
JGP Wealth Management
Oregon
$442K
WA
1993
Waverly Advisors
Alabama
$442K +$24.1K +147 +6%
ACM
1994
Allred Capital Management
Texas
$441K +$8.51K +52 +2%
SRC
1995
Sage Rhino Capital
California
$440K +$14.9K +91 +4%
BFG
1996
Barber Financial Group
Kansas
$439K +$41.8K +255 +11%
CBN
1997
Cadence Bank NA
Texas
$438K -$16.9K -103 -4%
TIM
1998
Tortoise Investment Management
New York
$436K
SCA
1999
Sippican Capital Advisors
Massachusetts
$434K -$49.1K -300 -11%
BWP
2000
BSW Wealth Partners
Colorado
$434K +$161K +985 +65%