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Name Holding Trade Value Shares
Change
Change in
Stake
FH
1976
FWG Holdings
Florida
$318K -$1.44K -3 -0.4%
FFA
1977
Fairfield Financial Advisors
Massachusetts
$318K +$335K +697 New
HIP
1978
HUB Investment Partners
Texas
$315K -$131K -272 -28%
IIM
1979
Ipswich Investment Management
Massachusetts
$315K
WWP
1980
WR Wealth Planners
Missouri
$313K +$331K +688 New
SFG
1981
Summit Financial Group
West Virginia
$313K -$28.9K -60 -8%
LP
1982
LGL Partners
Pennsylvania
$313K +$330K +686 New
CGA
1983
Crescent Grove Advisors
Illinois
$312K -$77.5K -161 -19%
AIP
1984
Almanack Investment Partners
Pennsylvania
$311K +$26K +54 +9%
AA
1985
Aire Advisors
California
$309K +$83.7K +174 +35%
OWM
1986
Opes Wealth Management
California
$309K +$133K +276 +69%
AF
1987
Aldebaran Financial
$308K +$5.29K +11 +2%
AWA
1988
Aaron Wealth Advisors
Illinois
$307K -$48.6K -101 -13%
CCM
1989
Carlson Capital Management
Minnesota
$307K -$57.3K -119 -15%
GC
1990
Garde Capital
Washington
$307K -$962 -2 -0.3%
RIM
1991
Redwood Investment Management
Arizona
$306K -$394K -819 -55%
WCWM
1992
Willow Creek Wealth Management
California
$306K
TFGT
1993
TS Financial Group (TSFG)
Illinois
$306K +$19.2K +40 +6%
VWM
1994
Valley Wealth Managers
New Jersey
$305K +$15.9K +33 +5%
ACS
1995
Archford Capital Strategies
Illinois
$303K
QC
1996
QCM Cayman
Texas
$303K +$319K +664 New
NRI
1997
NFP Retirement Inc
California
$301K +$318K +660 New
EFSCE
1998
Enterprise Financial Services Corp (EFSC)
Missouri
$299K -$23.6K -49 -7%
SCA
1999
Sandy Cove Advisors
Massachusetts
$299K +$238K +495 +306%
SAF
2000
Smith Anglin Financial
Texas
$298K -$9.62K -20 -3%