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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1976
Trifecta Capital Advisors
Illinois
$65.5K +$56.3K +344 New
VF
1977
VitalStone Financial
Texas
$65K +$55.1K +337 New
RFG
1978
RFP Financial Group
Georgia
$64.6K +$55.4K +339 New
LWANC
1979
Laurel Wealth Advisors (North Carolina)
North Carolina
$62.9K – – –
FPFS
1980
First Personal Financial Services
North Carolina
$61.7K – – –
RBC
1981
Roble Belko & Company
Pennsylvania
$61K – – –
CAS
1982
Coppell Advisory Solutions
Texas
$60.4K +$51.9K +317 New
CASC
1983
Coppell Advisory Solutions Corp
Texas
$60.4K +$51.9K +317 New
CB
1984
Centennial Bank
Arkansas
$60.2K +$51.7K +316 New
FRA
1985
Front Row Advisors
California
$59K – – –
CWM
1986
Cranbrook Wealth Management
Michigan
$58.3K – – –
GJIA
1987
Glass Jacobson Investment Advisors
Maryland
$58.1K +$49.9K +305 New
WPWM
1988
Western Pacific Wealth Management
Illinois
$56.2K +$32.7K +200 +211%
WWM
1989
Wolff Wiese Magana
California
$55.2K – – –
FP
1990
Financial Perspectives
Minnesota
$54K – – –
TAM
1991
Tucker Asset Management
Colorado
$53.8K +$2.94K +18 +7%
TCWA
1992
Ten Capital Wealth Advisors
Washington
$53K -$7.69K -47 -14%
PPWM
1993
PFG Private Wealth Management
Florida
$52K +$25.8K +158 +135%
SCA
1994
Stuart Chaussee & Associates
California
$51.2K – – –
CCA
1995
Column Capital Advisors
Indiana
$51.1K +$12.4K +76 +40%
C
1996
Covestor
United Kingdom
$50K -$50.9K -311 -54%
LFA
1997
Level Financial Advisors
New York
$50K – – –
CT
1998
Colonial Trust
South Carolina
$49.1K -$41.7K -255 -50%
CFG
1999
CKW Financial Group
Hawaii
$48K – – –
JEST
2000
JTC Employer Solutions Trustee
Jersey
$48K – – –
78 79
80
81 82