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Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
1976
Park Square Financial Group
Georgia
$11.9K +$9.02K +316 New
PAI
1977
Pittenger & Anderson Inc
Nebraska
$11.8K -$21K -735 -65%
FDW
1978
Fourth Dimension Wealth
Ohio
$11.8K – – –
AI
1979
Atomic Invest
New York
$11.8K +$11.2K +393 New
SRCM
1980
Signature Resources Capital Management
California
$11.6K +$1.31K +46 +13%
FMB
1981
Field & Main Bank
Kentucky
$11.5K – – –
CFM
1982
Cornerstone Financial Management
Massachusetts
$11.3K +$10.8K +379 New
TVWM
1983
Tower View Wealth Management
Wisconsin
$11.2K +$114 +4 +1%
GJIA
1984
Glass Jacobson Investment Advisors
Maryland
$11.1K – – –
ME
1985
McIlrath & Eck
Washington
$11.1K – – –
AF
1986
Alerus Financial
North Dakota
$10.9K – – –
PWM
1987
Proathlete Wealth Management
Florida
$10.8K – – –
RIAS
1988
Rachor Investment Advisory Services
Michigan
$10.6K +$10.2K +356 New
AF
1989
Align Financial
Minnesota
$10.6K +$302K +10,581 New
AP
1990
Atwood & Palmer
Missouri
$10.3K – – –
VWA
1991
VSM Wealth Advisory
Maryland
$10.3K +$57 +2 +0.6%
PCA
1992
PMV Capital Advisers
Texas
$10.2K +$9.7K +340 New
MWPCG
1993
Measured Wealth Private Client Group
New Hampshire
$10.1K – – –
QA
1994
Quattro Advisors
Pennsylvania
$10K +$9.56K +335 New
CRI
1995
Commonwealth Retirement Investments
Virginia
$9.65K +$9.22K +323 New
MCA
1996
McGuire Capital Advisors
Oklahoma
$9.41K +$8.99K +315 New
SFS
1997
Sunrise Financial Services
Washington
$9.41K +$8.99K +315 New
RWM
1998
Rialto Wealth Management
New York
$9.39K +$4.76K +167 +114%
KTC
1999
Kentucky Trust Company
Kentucky
$8.97K – – –
KBFS
2000
Kohmann Bosshard Financial Services
Ohio
$8.97K +$8.56K +300 New