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Name Holding Trade Value Shares
Change
Change in
Stake
PS
1976
PayPay Securities
Japan
$1.23K -$237 -1 -14%
TLCM
1977
Twin Lakes Capital Management
California
$1.23K – – –
FIM
1978
FWL Investment Management
Texas
$1.23K +$1.42K +6 New
HFG
1979
Harborfront Financial Group
Michigan
$1.23K +$1.42K +6 New
IPS
1980
Investors Portfolio Services
Washington
$1.2K +$474 +2 +50%
MAFA
1981
MJT & Associates Financial Advisory
Minnesota
$1.03K – – –
PSFG
1982
Park Square Financial Group
Georgia
$1.02K -$1.18K -5 -50%
PWM
1983
Proathlete Wealth Management
Florida
$1.02K – – –
MBFW
1984
Morton Brown Family Wealth
Pennsylvania
$1.02K +$474 +2 +67%
NWMP
1985
Noble Wealth Management PBC
Colorado
$1.02K +$1.18K +5 New
TAP
1986
Tounjian Advisory Partners
Florida
$1.02K +$1.18K +5 New
MTI
1987
Merrithew & Thorsten Inc
California
$1K -$1.18K -5 -38%
BG
1988
Bollard Group
Massachusetts
$1K +$948 +4 New
FC
1989
Financial Consulate
Maryland
$821 +$948 +4 New
FNWA
1990
Financial Network Wealth Advisors
Utah
$820 -$474 -2 -33%
MS
1991
Monetary Solutions
Ohio
$820 – – –
TBFA
1992
Three Bearings Fiduciary Advisors
New Hampshire
$616 – – –
SC
1993
Solstein Capital
California
$615 – – –
HFS
1994
Horizon Financial Services
North Carolina
$615 +$711 +3 New
DF
1995
DecisionPoint Financial
Arizona
$422 -$948 -4 -67%
OAG
1996
Oakmont Advisory Group
New Mexico
$410 +$474 +2 New
TCM
1997
Tradewinds Capital Management
Washington
$206 -$1.66K -7 -88%
RWS
1998
Retirement Wealth Solutions
Wisconsin
$206 -$1.18K -5 -83%
BFPW
1999
BOK Financial Private Wealth
Colorado
$206 +$237 +1 New
MCA
2000
Maryland Capital Advisors
Maryland
$206 +$237 +1 New