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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1976
Avion Wealth
Texas
$34K – – –
CWM
1977
Cranbrook Wealth Management
Michigan
$34K – – –
BCA
1978
Bray Capital Advisors
Florida
$32K – – –
DI
1979
Disciplined Investments
Oklahoma
$32K – – –
PS
1980
Planned Solutions
California
$32K +$30.1K +693 New
JWM
1981
Janiczek Wealth Management
Colorado
$30K -$20.6K -474 -42%
CCM
1982
Cribstone Capital Management
Maine
$30K -$9.83K -226 -26%
ICM
1983
Islay Capital Management
Texas
$29K – – –
LB
1984
Legacy Bridge
Iowa
$27K – – –
NC
1985
NewSquare Capital
Pennsylvania
$27K – – –
MA
1986
MCF Advisors
Kentucky
$26K -$7.22K -166 -23%
LWA
1987
Lowe Wealth Advisors
Maryland
$25K – – –
HWM
1988
Holloway Wealth Management
Florida
$23K – – –
RWG
1989
Regal Wealth Group
California
$23K +$87 +2 +0.4%
ANBT
1990
American National Bank & Trust
Texas
$22K – – –
AWM
1991
Avondale Wealth Management
Texas
$20K – – –
FPFS
1992
First Personal Financial Services
North Carolina
$19K – – –
EIM
1993
Essex Investment Management
Massachusetts
$18K – – –
RFWA
1994
RPg Family Wealth Advisory
Massachusetts
$17.3K – – –
OAJ
1995
Ogorek Anthony Joseph
New York
$17K -$5.22K -120 -24%
ETI
1996
Enterprise Trust & Investment
California
$17K – – –
MF
1997
Manchester Financial
California
$17K – – –
NFSG
1998
Newbridge Financial Services Group
Florida
$17K +$15.8K +364 New
CPW
1999
Catalyst Private Wealth
California
$17K +$15.9K +366 New
PAI
2000
Pittenger & Anderson Inc
Nebraska
$15K -$3.48K -80 -20%