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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1976
Fourth Dimension Wealth
Ohio
$11.8K
SRCM
1977
Signature Resources Capital Management
California
$11.6K +$1.31K +46 +13%
FMB
1978
Field & Main Bank
Kentucky
$11.5K
CFM
1979
Cornerstone Financial Management
Massachusetts
$11.3K +$10.8K +379 New
TVWM
1980
Tower View Wealth Management
Wisconsin
$11.2K +$114 +4 +1%
GJIA
1981
Glass Jacobson Investment Advisors
Maryland
$11.1K
ME
1982
McIlrath & Eck
Washington
$11.1K
AF
1983
Alerus Financial
North Dakota
$10.9K
PWM
1984
Proathlete Wealth Management
Florida
$10.8K
RIAS
1985
Rachor Investment Advisory Services
Michigan
$10.6K +$10.2K +356 New
AF
1986
Align Financial
Minnesota
$10.6K +$302K +10,581 New
AP
1987
Atwood & Palmer
Missouri
$10.3K
VWA
1988
VSM Wealth Advisory
Maryland
$10.3K +$57 +2 +0.6%
PCA
1989
PMV Capital Advisers
Texas
$10.2K +$9.7K +340 New
MWPCG
1990
Measured Wealth Private Client Group
New Hampshire
$10.1K
QA
1991
Quattro Advisors
Pennsylvania
$10K +$9.56K +335 New
CRI
1992
Commonwealth Retirement Investments
Virginia
$9.65K +$9.22K +323 New
MCA
1993
McGuire Capital Advisors
Oklahoma
$9.41K +$8.99K +315 New
SFS
1994
Sunrise Financial Services
Washington
$9.41K +$8.99K +315 New
RWM
1995
Rialto Wealth Management
New York
$9.39K +$4.76K +167 +114%
KTC
1996
Kentucky Trust Company
Kentucky
$8.97K
KBFS
1997
Kohmann Bosshard Financial Services
Ohio
$8.97K +$8.56K +300 New
FGAM
1998
Financial Gravity Asset Management
Texas
$8.85K -$29 -1 -0.3%
SG
1999
Sankala Group
Colorado
$8.82K +$8.13K +285 New
JGCM
2000
Joseph Group Capital Management
Ohio
$8.7K +$8.3K +291 New