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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1976
Challenger Wealth Management
California
$214K +$193K +1,021 New
GFP
1977
Gryphon Financial Partners
Ohio
$214K +$193K +1,021 New
RIA
1978
Realta Investment Advisors
Delaware
$213K -$457K -2,422 -70%
CIA
1979
Compass Ion Advisors
Pennsylvania
$213K +$192K +1,016 New
SCA
1980
Sandy Cove Advisors
Massachusetts
$213K +$192K +1,016 New
FFA
1981
Fragasso Financial Advisors
Pennsylvania
$212K +$191K +1,013 New
FCM
1982
Firestone Capital Management
Florida
$212K +$191K +1,010 New
AC
1983
Annandale Capital
Texas
$211K +$190K +1,007 New
ABTD
1984
Arvest Bank Trust Division
Oklahoma
$211K +$190K +1,007 New
HKAM
1985
Horizon Kinetics Asset Management
New York
$211K +$190K +1,006 New
VBCG
1986
Valley Brook Capital Group
Pennsylvania
$210K +$190K +1,004 New
HFS
1987
Howard Financial Services
Texas
$210K +$190K +1,004 New
CSI
1988
Clark & Stuart Inc
Maine
$210K +$189K +1,002 New
WAM
1989
Walker Asset Management
Missouri
$210K +$189K +1,002 New
CIG
1990
Cascade Investment Group
Colorado
$210K +$189K +1,001 New
SVWAG
1991
Sound View Wealth Advisors Group
Georgia
$210K +$189K +1,001 New
TA
1992
TKG Advisors
Indiana
$210K -$37.8K -200 -17%
BCMIO
1993
Beacon Capital Management Inc (Ohio)
Ohio
$210K
EDRH
1994
Edmond de Rothschild Holding
Switzerland
$210K
CWM
1995
Chesapeake Wealth Management
Virginia
$210K +$189K +1,000 New
FIBT
1996
First International Bank & Trust
North Dakota
$210K +$189K +1,000 New
TFCP
1997
Twin Focus Capital Partners
Massachusetts
$210K +$189K +1,000 New
CWMP
1998
Clarion Wealth Managment Partners
Virginia
$209K +$189K +999 New
VFG
1999
Valley Financial Group
Pennsylvania
$209K +$189K +998 New
PCI
2000
Planning Center Inc
Illinois
$209K -$56.5K -299 -23%