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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
1976
Evelyn Partners Investment Management Services
$37.4K – – –
BHWM
1977
Beaird Harris Wealth Management
Texas
$36.7K +$2.08K +12 +6%
BFS
1978
Bare Financial Services
Pennsylvania
$36.3K +$1.39K +8 +4%
AP
1979
Aspect Partners
Virginia
$35.7K -$5.71K -33 -14%
KFGG
1980
Keystone Financial Group (Georgia)
Georgia
$35.3K – – –
DAM
1981
Delta Asset Management
Tennessee
$35.1K -$14.9K -86 -29%
WPA
1982
West Paces Advisors
Georgia
$35K – – –
LWMI
1983
Legacy Wealth Management (Idaho)
Idaho
$34.8K – – –
B
1984
Birchbrook
Maine
$34.6K – – –
CT
1985
Coastline Trust
Rhode Island
$34.1K -$5.71K -33 -14%
CCM
1986
Campbell Capital Management
Florida
$34.1K – – –
JIC
1987
Juniper Investment Company
New York
$34.1K – – –
MMG
1988
Monetary Management Group
Missouri
$34.1K +$8.65K +50 +33%
PWM
1989
Proathlete Wealth Management
Florida
$34.1K +$34.6K +200 New
HWM
1990
HighMark Wealth Management
Minnesota
$33.9K +$6.06K +35 +21%
NECFA
1991
New England Capital Financial Advisors
Connecticut
$33.3K – – –
RAM
1992
Riggs Asset Management
Pennsylvania
$32.9K +$8.65K +50 +35%
BT
1993
Banque Transatlantique
France
$32.4K -$10.4K -60 -24%
SC
1994
Solstein Capital
California
$32.1K – – –
RFG
1995
REAP Financial Group
Texas
$31.9K +$2.42K +14 +8%
DWS
1996
Dynamic Wealth Strategies
California
$31.7K +$32.2K +186 New
WAOTB
1997
Wealth Advisors of Tampa Bay
Florida
$31.6K +$32K +185 New
DWM
1998
Dogwood Wealth Management
Kansas
$31.4K +$865 +5 +3%
PPA
1999
Painted Porch Advisors
California
$31.4K +$31.8K +184 New
AFG
2000
Albion Financial Group
Utah
$30.9K -$19.9K -115 -39%
78 79
80
81 82