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Name Holding Trade Value Shares
Change
Change in
Stake
USB
1976
Union Savings Bank
Connecticut
$6.42K +$6.26K +6 New
CA
1977
Centerpoint Advisors
Massachusetts
$6K -$9.39K -9 -60%
MSWA
1978
Marshall & Sterling Wealth Advisors
New York
$5.41K -$4.17K -4 -44%
DWM
1979
Darwin Wealth Management
Florida
$5.39K – – –
ACA
1980
American Capital Advisory
Idaho
$5.35K – – –
VWA
1981
Valued Wealth Advisors
Utah
$5.35K – – –
JFA
1982
JNBA Financial Advisors
Minnesota
$5.35K +$5.22K +5 New
PS
1983
Pinney & Scofield
Massachusetts
$5.35K – – –
DMIC
1984
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.35K +$5.22K +5 New
TF
1985
Tompkins Financial
New York
$5.35K +$5.22K +5 New
SA
1986
Strategic Advocates
Utah
$4.29K – – –
HWM
1987
HighMark Wealth Management
Minnesota
$4.28K – – –
EWM
1988
Evermay Wealth Management
Virginia
$4.28K – – –
HFM
1989
Hartford Financial Management
Connecticut
$4.28K – – –
CA
1990
Crewe Advisors
Utah
$4.28K +$3.13K +3 +300%
GWM
1991
Gilpin Wealth Management
Colorado
$4.28K +$4.17K +4 New
ME
1992
McIlrath & Eck
Washington
$4.28K -$6.26K -6 -60%
FG
1993
Fairman Group
Pennsylvania
$4.28K – – –
GWSA
1994
Global Wealth Strategies & Associates
Colorado
$4.28K – – –
IA
1995
IFS Advisors
Kansas
$4.28K – – –
NMG
1996
New Millennium Group
Utah
$4.28K – – –
NP
1997
Ninepoint Partners
Ontario, Canada
$4.28K +$4.17K +4 New
TBFA
1998
Three Bearings Fiduciary Advisors
New Hampshire
$4.27K +$3.13K +3 New
NWM
1999
Navigoe Wealth Management
California
$4K – – –
II
2000
Inspire Investing
Idaho
$3.39K +$3.13K +3 New