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Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1976
Range Financial Group
Oregon
$681K -$4.46K -34 -0.7%
BWM
1977
Baron Wealth Management
Michigan
$679K -$88.9K -677 -12%
WDG
1978
Wealth Dimensions Group
Ohio
$678K +$5.38K +41 +0.8%
CAM
1979
Columbia Asset Management
Michigan
$675K
LWA
1980
Lantern Wealth Advisors
New York
$674K +$11K +84 +2%
SCP
1981
Sivia Capital Partners
California
$670K +$30.8K +235 +5%
LIA
1982
LS Investment Advisors
Michigan
$668K -$123K -935 -16%
MMCM
1983
Murphy & Mullick Capital Management
New York
$667K -$20.3K -155 -3%
GEA
1984
Glen Eagle Advisors
New Jersey
$667K +$14.4K +110 +2%
VC
1985
Vicus Capital
Pennsylvania
$665K +$12.5K +95 +2%
CWM
1986
Chesapeake Wealth Management
Virginia
$665K -$16.4K -125 -2%
MSF
1987
Mustard Seed Financial
Arkansas
$664K
QP
1988
Quartz Partners
New York
$664K +$6.43K +49 +1%
MPM
1989
Meritage Portfolio Management
Kansas
$662K +$656 +5 +0.1%
CWP
1990
CFM Wealth Partners
Texas
$662K -$26.8K -204 -4%
SB
1991
Strategic Blueprint
Georgia
$660K -$173K -1,319 -21%
MWM
1992
MBE Wealth Management
Wisconsin
$659K +$131 +1 +0%
TPWM
1993
Twelve Points Wealth Management
Massachusetts
$658K -$7.22K -55 -1%
SSW
1994
Smith Shellnut Wilson
Mississippi
$658K -$63.7K -485 -9%
VCM
1995
Virtue Capital Management
Tennessee
$658K +$373K +2,841 New
PRI
1996
Prepared Retirement Institute
Pennsylvania
$658K
FFG
1997
Fortem Financial Group
California
$657K -$104K -794 -14%
GAM
1998
Gould Asset Management
California
$657K +$33.5K +255 +5%
PWM
1999
Pines Wealth Management
North Carolina
$656K -$6.17K -47 -0.9%
SMWM
2000
Silvia McColl Wealth Management
California
$656K