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Name Holding Trade Value Shares
Change
Change in
Stake
BONH
1976
Bank of New Hampshire
New Hampshire
$642K -$29.8K -643 -5%
PFS
1977
Physicians Financial Services
North Carolina
$642K -$114K -2,467 -16%
WEG
1978
World Equity Group
Illinois
$642K -$31.3K -676 -5%
HBW
1979
Hazlett, Burt & Watson
West Virginia
$640K -$42.6K -919 -7%
VFG
1980
Victory Financial Group
Texas
$638K +$63.8K +1,376 +12%
SB
1981
SIG Brokerage
New York
$638K +$589K +12,711 New
BM
1982
Berman McAleer
Maryland
$638K +$9.55K +206 +2%
PAM
1983
PCG Asset Management
New Jersey
$637K +$2.41K +52 +0.4%
AS
1984
Aware Super
Australia
$635K +$586K +12,648 New
IIL
1985
Income Insurance Ltd
$634K
PWM
1986
Palacios Wealth Management
Florida
$634K +$86.3K +1,863 +16%
PWAM
1987
Private Wealth Asset Management
Iowa
$633K -$8.25K -178 -1%
CA
1988
Cullinan Associates
Kentucky
$633K
HP
1989
Holistic Planning
Texas
$629K -$14.9K -321 -2%
MCWA
1990
Meadow Creek Wealth Advisors
Georgia
$629K -$5.56K -120 -0.9%
CCAM
1991
Cascades Capital Asset Management
North Carolina
$629K -$111K -2,398 -16%
RRA
1992
Round Rock Advisors
Connecticut
$628K +$14.1K +305 +2%
SMWM
1993
Silvia McColl Wealth Management
California
$628K +$2.32K +50 +0.4%
WA
1994
Wealth Architects
California
$627K +$10.9K +235 +2%
Members Trust
1995
Members Trust
Florida
$627K -$23.2K -500 -4%
PCA
1996
Prosperity Capital Advisors
Ohio
$626K +$185K +3,992 +47%
CCA
1997
Childress Capital Advisors
Texas
$625K -$106K -2,284 -16%
HCM
1998
Howland Capital Management
Massachusetts
$624K -$41.9K -903 -7%
TFA
1999
Teamwork Financial Advisors
Texas
$624K -$6.03K -130 -1%
FAFN
2000
First Affirmative Financial Network
Colorado
$623K +$575K +12,414 New