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Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1976
Lake Street Private Wealth
Illinois
$528K -$142K -483 -22%
RVPG
1977
Relative Value Partners Group
$528K +$38.2K +130 +8%
BAM
1978
Beaumont Asset Management
Texas
$527K
EAM
1979
Evanson Asset Management
California
$522K +$588 +2 +0.1%
KWM
1980
Kaydan Wealth Management
Michigan
$518K +$262K +892 +116%
BAWM
1981
Bennett Associates Wealth Management
Pennsylvania
$517K -$37.3K -127 -7%
GWANC
1982
Guardian Wealth Advisors (North Carolina)
North Carolina
$516K -$8.23K -28 -2%
FCM
1983
Fortis Capital Management
Washington
$515K +$21.2K +72 +5%
PCP
1984
Proficio Capital Partners
Massachusetts
$515K +$10.9K +37 +2%
WCG
1985
Weaver Consulting Group
California
$514K
BFA
1986
Bill Few Associates
Pennsylvania
$514K +$2.06K +7 +0.4%
AG
1987
AIA Group
Hong Kong
$514K -$149K -508 -24%
WA
1988
WBH Advisory
Maryland
$514K +$294 +1 +0.1%
ICP
1989
Interchange Capital Partners
Pennsylvania
$512K +$481K +1,638 New
WP
1990
WMS Partners
Maryland
$511K -$10.9K -37 -2%
CAM
1991
Cozad Asset Management
Illinois
$511K +$50.8K +173 +12%
FAG
1992
Fortitude Advisory Group
Washington
$511K -$89.9K -306 -16%
ICM
1993
Intrepid Capital Management
Florida
$511K +$172K +584 +56%
SOS
1994
Silver Oak Securities
Tennessee
$510K +$107K +364 +29%
GFPC
1995
Global Financial Private Client
Florida
$509K +$11.8K +40 +3%
KWM
1996
Keebeck Wealth Management
Illinois
$507K -$7.05K -24 -1%
LEA
1997
Legacy Edge Advisors
New York
$507K +$41.7K +142 +10%
FDS
1998
Freedom Day Solutions
Texas
$505K -$16.2K -55 -3%
CF
1999
Centaurus Financial
California
$505K +$68.2K +232 +17%
KWAG
2000
Kiely Wealth Advisory Group
North Carolina
$502K