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Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
1976
Strategic Family Wealth Counselors
New Jersey
$804K +$15.8K +266 +2%
FPGK
1977
Financial Partners Group (Kansas)
Kansas
$803K -$71.7K -1,208 -8%
FFS
1978
Founders Financial Securities
Maryland
$803K +$223K +3,756 +38%
IC
1979
Inverness Counsel
New York
$802K -$91.3K -1,537 -10%
ACM
1980
Ayrshire Capital Management
Connecticut
$801K +$94.4K +1,590 +13%
BFA
1981
Beacon Financial Advisory
Ohio
$800K +$52.7K +887 +7%
WGA
1982
Weather Gauge Advisory
Virginia
$799K -$124K -2,093 -13%
SC
1983
Searle & Co
Connecticut
$799K -$16.3K -274 -2%
EA
1984
Emerald Advisors
Washington
$799K +$13.5K +227 +2%
QCIG
1985
Quad-Cities Investment Group
Iowa
$799K +$17.8K +300 +2%
KFI
1986
Key Financial Inc
Pennsylvania
$798K -$48.7K -820 -6%
Gerber Kawasaki Wealth & Investment Management
1987
Gerber Kawasaki Wealth & Investment Management
California
$798K +$120K +2,021 +17%
CMANY
1988
Capital Management Associates (New York)
New York
$797K -$190K -3,200 -19%
BAM
1989
Beaumont Asset Management
Texas
$797K +$16.5K +278 +2%
W
1990
WealthStone
Ohio
$797K +$63.1K +1,062 +8%
NME
1991
Notis-McConarty Edward
$795K -$56.2K -947 -7%
SAM
1992
S.A. Mason
Michigan
$794K -$22.2K -374 -3%
DA
1993
Detalus Advisors
Missouri
$793K +$47.8K +805 +6%
IA
1994
IAM Advisory
Pennsylvania
$792K +$859K +14,462 New
LWM
1995
Loveless Wealth Management
Montana
$791K +$138K +2,320 +21%
GIA
1996
Granite Investment Advisors
New Hampshire
$790K -$180K -3,028 -18%
VAM
1997
Verity Asset Management
North Carolina
$789K -$37.1K -625 -4%
PG
1998
Proffitt & Goodson
Tennessee
$789K +$9.21K +155 +1%
W
1999
WealthOne
New York
$785K -$41.2K -694 -5%
MCM
2000
McKinley Capital Management
Alaska
$784K -$21.9K -369 -3%