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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1976
Ransom Advisory
Rhode Island
$632K +$21.3K +67 +4%
SIG
1977
Sky Investment Group
Connecticut
$631K +$1.27K +4 +0.2%
EI
1978
Ellevest Inc
New York
$630K +$59.3K +187 +11%
RF
1979
Roxbury Financial
New Jersey
$627K -$1.59K -5 -0.3%
EIA
1980
Edgemoor Investment Advisors
Maryland
$625K -$56.5K -178 -9%
AAG
1981
Asset Advisory Group
New Jersey
$623K +$603K +1,902 New
BWM
1982
Baron Wealth Management
Michigan
$621K +$330K +1,041 +122%
RB
1983
Rodgers Brothers
Pennsylvania
$621K
ME
1984
McIlrath & Eck
Washington
$621K +$317 +1 +0.1%
MWA
1985
Midland Wealth Advisors
Illinois
$620K -$41.9K -132 -7%
APW
1986
Acima Private Wealth
Virginia
$619K
MW
1987
Marble Wealth
Alabama
$619K +$600K +1,891 New
CIM
1988
Cambria Investment Management
California
$619K +$192K +605 +47%
WI
1989
WrapManager Inc
California
$617K -$103K -324 -15%
KWM
1990
Keebeck Wealth Management
Illinois
$617K +$18.1K +57 +3%
AWM
1991
Avior Wealth Management
Nebraska
$617K +$211K +666 +55%
WFA
1992
Wellspring Financial Advisors
Ohio
$617K +$56.5K +178 +10%
SPL
1993
Smart Portfolios LLC
Washington
$616K -$634 -2 -0.1%
IA
1994
Insight Advisors
Pennsylvania
$616K -$14.3K -45 -2%
HWA
1995
Heritage Wealth Advisors
Virginia
$615K -$29.8K -94 -5%
OBWG
1996
Onyx Bridge Wealth Group
New York
$614K +$30.1K +95 +5%
SPI
1997
Santori & Peters Inc
Pennsylvania
$611K
SOS
1998
Silver Oak Securities
Tennessee
$609K -$25.1K -79 -4%
AFG
1999
Allegheny Financial Group
Pennsylvania
$608K -$13K -41 -2%
OC
2000
Oakworth Capital
Alabama
$607K +$42.2K +133 +8%