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Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
1976
Investment Research & Advisory Group
Georgia
$141K
WLPWM
1977
Walled Lake Planning & Wealth Management
Illinois
$141K +$1.82K +8 +1%
VCM
1978
Versant Capital Management
Arizona
$138K +$684 +3 +0.5%
LWS
1979
Lucia Wealth Services
California
$138K +$134K +587 New
CWC
1980
Carolinas Wealth Consulting
North Carolina
$131K +$126K +554 New
NPP
1981
New Potomac Partners
Maryland
$129K -$6.84K -30 -5%
APWA
1982
Atlas Private Wealth Advisors
New Jersey
$127K +$123K +537 New
MWC
1983
MBM Wealth Consultants
Missouri
$126K
POIA
1984
Pin Oak Investment Advisors
Texas
$126K
MWP
1985
Meridian Wealth Partners
Pennsylvania
$119K +$1.6K +7 +1%
MHR
1986
Matthew Hamilton Rosenberg
$119K +$14.8K +65 +15%
FFC
1987
First Financial Corp
Indiana
$118K -$7.99K -35 -7%
SC
1988
Steph & Co
Wisconsin
$118K
AWA
1989
Arkadios Wealth Advisors
Georgia
$116K +$6.84K +30 +7%
GFPC
1990
Global Financial Private Client
Florida
$108K
ME
1991
McIlrath & Eck
Washington
$106K +$9.35K +41 +10%
CFO
1992
CVA Family Office
Colorado
$102K +$29K +127 +42%
LAS
1993
Lloyd Advisory Services
Georgia
$100K -$3.65K -16 -4%
CCM
1994
Copeland Capital Management
Pennsylvania
$96K
AWM
1995
Atticus Wealth Management
Florida
$95K -$9.13K -40 -9%
BCM
1996
Blume Capital Management
California
$94K
ACM
1997
AUA Capital Management
Pennsylvania
$92K -$68.4K -300 -43%
PCM
1998
Penserra Capital Management
California
$88K +$86K +377 New
LD
1999
Lipe & Dalton
New York
$85K
GWS
2000
Glassman Wealth Services
Virginia
$83K +$4.79K +21 +6%