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Name Holding Trade Value Shares
Change 		Change in
Stake
GBFG
1976
Gerald Baker Financial Group
Texas
$631K +$662K +3,100 New
CA
1977
Claro Advisors
Massachusetts
$630K +$83.7K +392 +14%
SWM
1978
SHP Wealth Management
Massachusetts
$629K +$221K +1,037 +50%
GWWM
1979
Great Waters Wealth Management
Minnesota
$629K +$5.55K +26 +0.8%
ACG
1980
Allen Capital Group
Nebraska
$629K +$82.4K +386 +14%
DWG
1981
Darden Wealth Group
Michigan
$628K -$206K -965 -24%
VC
1982
Vicus Capital
Pennsylvania
$628K -$411K -1,923 -38%
MUMSS
1983
Mitsubishi UFJ Morgan Stanley Securities
Japan
$624K +$655K +3,067 New
DS
1984
DRW Securities
Illinois
$623K -$1.1M -5,152 -63%
KWMG
1985
King Wealth Management Group
Florida
$623K +$2.13K +10 +0.3%
FMP
1986
Financial Management Professionals
Texas
$623K -$431K -2,019 -40%
YAVAPFMC
1987
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$622K – – –
LWM
1988
Lodestone Wealth Management
Washington
$621K +$151K +706 +30%
CFS
1989
Commonwealth Financial Services
West Virginia
$620K +$159K +747 +32%
AC
1990
AWM Capital
Arizona
$619K +$650K +3,044 New
GWM
1991
Greenline Wealth Management
Florida
$616K +$108K +508 +20%
JWWM
1992
Johnson & White Wealth Management
Pennsylvania
$616K +$3.42K +16 +0.5%
RWI
1993
Red Wave Investments
Pennsylvania
$616K +$7.47K +35 +1%
CAC
1994
Certified Advisory Corp
Florida
$615K -$72.8K -341 -10%
MWP
1995
Meridian Wealth Partners
Pennsylvania
$614K +$29.9K +140 +5%
SIS
1996
Sound Income Strategies
Florida
$613K +$81.4K +381 +15%
PSP
1997
Principal Street Partners
Tennessee
$613K +$41K +192 +7%
BL
1998
Balentine LLC
Georgia
$613K +$2.13K +10 +0.3%
CWS
1999
Confluence Wealth Services
Pennsylvania
$610K +$129K +605 +25%
IWN
2000
Independent Wealth Network
Iowa
$609K -$2.35K -11 -0.4%
78 79
80
81 82