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Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
1976
Bradley & Co Private Wealth Management
Florida
$8.99M -$319K -1,736 -4%
MCWS
1977
McKinley Carter Wealth Services
West Virginia
$8.99M +$972K +5,292 +13%
CB
1978
Cadence Bank
Mississippi
$8.98M +$88.4K +481 +1%
CW
1979
CIC Wealth
Maryland
$8.96M +$113K +614 +1%
AC
1980
Addenda Capital
Quebec, Canada
$8.93M -$1.47K -8 -0%
CWM
1981
Chemistry Wealth Management
New York
$8.93M +$391K +2,131 +5%
IDP
1982
In-Depth Partners
Florida
$8.91M -$1.87M -10,177 -18%
AWM
1983
Angeles Wealth Management
California
$8.91M +$511K +2,780 +6%
SAM
1984
Secure Asset Management
Michigan
$8.88M +$1.18M +6,444 +16%
TCOK
1985
Trust Company of Kansas
Kansas
$8.88M -$289K -1,573 -3%
AFT
1986
Alpha Family Trust
California
$8.87M
SCI
1987
Stableford Capital II
Arizona
$8.86M -$1.89M -10,300 -18%
TPI
1988
Trust Point Inc
Wisconsin
$8.86M -$507K -2,759 -6%
AGA
1989
Accuvest Global Advisors
Utah
$8.86M -$4.46M -24,288 -35%
SI
1990
Shaker Investments
Ohio
$8.86M -$41.5K -226 -0.5%
AAP
1991
Arax Advisory Partners
Colorado
$8.86M +$1.27M +6,892 +18%
FGA
1992
Fortis Group Advisors
New Jersey
$8.85M -$1.22M -6,630 -13%
BHPW
1993
Beverly Hills Private Wealth
California
$8.84M +$928K +5,049 +12%
ACA
1994
Atlas Capital Advisors
Wyoming
$8.83M +$7.25M +39,464 +631%
FCA
1995
Fortis Capital Advisors
Kansas
$8.83M +$1.18M +6,446 +16%
GMA
1996
Glassy Mountain Advisors
Maryland
$8.83M +$45.9K +250 +0.6%
AO
1997
Advisor OS
Illinois
$8.8M +$425K +2,314 +5%
KFBMI
1998
Kentucky Farm Bureau Mutual Insurance
Kentucky
$8.79M
AC
1999
AlphaCore Capital
California
$8.79M +$1.54M +8,403 +23%
PFGIA
2000
Patriot Financial Group Insurance Agency
Massachusetts
$8.78M +$428K +2,332 +5%