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Name Holding Trade Value Shares
Change
Change in
Stake
KWAG
1976
Kiely Wealth Advisory Group
North Carolina
$33.4K +$35.3K +198 New
FF
1977
Friedenthal Financial
New Jersey
$32.2K
FIM
1978
FWL Investment Management
Texas
$32.2K
APC
1979
Aspire Private Capital
North Carolina
$30.6K +$4.99K +28 +20%
VAG
1980
VisionPoint Advisory Group
Texas
$30K -$8.56K -48 -23%
AF
1981
Arrow Financial
New York
$29.1K
CB
1982
CNB Bank
Pennsylvania
$28.4K +$8.91K +50 +47%
WAM
1983
WFA Asset Management
Wisconsin
$28.2K -$19.8K -111 -42%
CTWM
1984
Cherry Tree Wealth Management
Minnesota
$27.8K
BBPWM
1985
Blue Bell Private Wealth Management
Pennsylvania
$27.6K -$1.43K -8 -5%
TCCM
1986
Timber Creek Capital Management
Massachusetts
$27.3K
RWPA
1987
Richard W. Paul & Associates
Michigan
$26.9K
SCA
1988
Southern Capital Advisors
Tennessee
$26.9K +$26.4K +148 New
RDIA
1989
RE Dickinson Investment Advisors
Iowa
$25.7K
EC
1990
Elequin Capital
New York
$25.7K +$25.1K +141 New
FUBT
1991
First United Bank & Trust
Maryland
$25.5K -$24.6K -138 -50%
AFG
1992
Albion Financial Group
Utah
$24.9K -$17.8K -100 -42%
GGI
1993
Godsey & Gibb Inc
Virginia
$24.6K
BGAI
1994
Bruce G. Allen Investments
Colorado
$24.4K -$1.6K -9 -6%
VF
1995
VitalStone Financial
Texas
$23.9K -$8.38K -47 -26%
FFC
1996
First Financial Corp
Indiana
$23.3K -$463K -2,597 -95%
RF
1997
Robinswood Financial
Washington
$22.8K +$20.5K +115 +1,150%
CTB
1998
Country Trust Bank
Illinois
$20.7K -$6.59K -37 -25%
NMG
1999
New Millennium Group
Utah
$20.6K +$20.1K +113 New
TWP
2000
Triad Wealth Partners
Kansas
$20.4K +$20K +112 New