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Name Holding Trade Value Shares
Change
Change in
Stake
GIS
1976
Grayhawk Investment Strategies
Alberta, Canada
$454K +$430K +1,578 New
CWM
1977
Centurion Wealth Management
Virginia
$454K +$3.27K +12 +0.8%
TAM
1978
Taurus Asset Management
New York
$454K
UF
1979
Univest Financial
Pennsylvania
$453K -$14.7K -54 -3%
RIS
1980
Retirement Income Solutions
Michigan
$452K
WFM
1981
Wolff Financial Management
Michigan
$452K
AWM
1982
Aviso Wealth Management
Washington
$452K +$428K +1,569 New
FSA
1983
Financial Security Advisor
Virginia
$451K +$7.36K +27 +2%
FCM
1984
Fortis Capital Management
Washington
$450K +$3.27K +12 +0.8%
LWL
1985
Leo Wealth LLC
Texas
$449K +$436K +1,600 New
RVPG
1986
Relative Value Partners Group
$449K +$545 +2 +0.1%
LWA
1987
Lineweaver Wealth Advisors
Ohio
$449K -$12.5K -46 -3%
CWS
1988
Confluence Wealth Services
Pennsylvania
$448K +$8.17K +30 +2%
CFA
1989
CWS Financial Advisors
Michigan
$448K -$5.45K -20 -1%
FNT
1990
First Nebraska Trust
Nebraska
$448K
NPT
1991
Nixon Peabody Trust
Massachusetts
$447K +$423K +1,552 New
BIA
1992
BHK Investment Advisors
Alabama
$447K -$65.4K -240 -13%
T
1993
TNF
Montana
$446K
TW
1994
TritonPoint Wealth
Maryland
$445K +$421K +1,545 New
PIA
1995
Petredis Investment Advisors
Pennsylvania
$444K
SEP
1996
Southland Equity Partners
Missouri
$443K +$9.26K +34 +2%
LEA
1997
Legacy Edge Advisors
New York
$443K +$419K +1,538 New
MCWS
1998
McKinley Carter Wealth Services
West Virginia
$442K -$21K -77 -5%
WH
1999
Willner & Heller
California
$441K +$418K +1,533 New
VWM
2000
Vigilare Wealth Management
Arizona
$440K +$272 +1 +0.1%