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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1976
Autus Asset Management
Arizona
$202K +$5.47K +15 +3%
PAS
1977
Partnervest Advisory Services
California
$202K +$202K +554 New
VAM
1978
Verity Asset Management
North Carolina
$202K +$202K +555 New
NPPM
1979
North Point Portfolio Managers
Ohio
$201K – – –
LD
1980
Lipe & Dalton
New York
$198K – – –
FWM
1981
Focused Wealth Management
New York
$198K +$199K +545 New
PHK
1982
Point72 Hong Kong
Hong Kong
$197K +$175K +479 +760%
PWMG
1983
Prestige Wealth Management Group
New Jersey
$191K -$36.5K -100 -16%
MWC
1984
MKD Wealth Coaches
Michigan
$187K – – –
PMFA
1985
Plante Moran Financial Advisors
Michigan
$185K +$185K +508 New
DWA
1986
Dougherty Wealth Advisers
Minnesota
$182K – – –
PWP
1987
Personal Wealth Partners
Minnesota
$179K +$180K +493 New
AC
1988
Avestar Capital
New York
$168K -$7.29K -20 -4%
FEG
1989
Financial Enhancement Group
Indiana
$167K -$58.3K -160 -26%
AWMF
1990
Arbor Wealth Management (Florida)
Florida
$160K +$24.8K +68 +18%
BWL
1991
Bogart Wealth LLC
Virginia
$158K – – –
HI
1992
Human Investing
Oregon
$156K -$877K -2,404 -85%
PCM
1993
Pointe Capital Management
Michigan
$156K – – –
FRA
1994
Front Row Advisors
California
$155K -$39.4K -108 -20%
EWA
1995
Evolution Wealth Advisors
Florida
$153K +$154K +421 New
LWANC
1996
Laurel Wealth Advisors (North Carolina)
North Carolina
$151K +$72.9K +200 +93%
CL
1997
CSS LLC
Illinois
$149K +$36.5K +100 +32%
NC
1998
NewSquare Capital
Pennsylvania
$147K -$66K -181 -31%
LGWM
1999
Litman Gregory Wealth Management
California
$146K – – –
SWP
2000
Strategic Wealth Partners
Ohio
$145K +$90.1K +247 +163%
78 79
80
81 82