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Name Holding Trade Value Shares
Change
Change in
Stake
MFP
1976
Meridian Financial Partners
Virginia
$230K +$202K +1,775 New
RIS
1977
Retirement Income Solutions
Michigan
$230K +$6.84K +60 +3%
JSW
1978
Journey Strategic Wealth
New Jersey
$228K +$205K +1,794 New
EFA
1979
Evernest Financial Advisors
Indiana
$228K +$201K +1,761 New
HKAM
1980
Horizon Kinetics Asset Management
New York
$228K -$34.2K -300 -14%
PS
1981
Planned Solutions
California
$227K
LFGO
1982
Legacy Financial Group (Oklahoma)
Oklahoma
$227K +$570 +5 +0.3%
WP
1983
WMS Partners
Maryland
$227K -$11.7K -103 -5%
USB
1984
Union Savings Bank
Connecticut
$227K -$10.3K -90 -5%
CWS
1985
Cypress Wealth Services
California
$227K +$6.04K +53 +3%
EFM
1986
E Fund Management
China
$227K -$10.6K -93 -5%
CGH
1987
CMG Global Holdings
Texas
$227K +$203K +1,780 New
FCA
1988
FLC Capital Advisors
California
$225K
NFA
1989
Northern Financial Advisors
Michigan
$225K -$15.9K -139 -7%
HFP
1990
Holistic Financial Partners
Indiana
$225K +$202K +1,770 New
DWG
1991
Darden Wealth Group
Michigan
$225K
SF
1992
Symphony Financial
Texas
$225K -$12.8K -112 -6%
CCM
1993
Crew Capital Management
Ohio
$225K +$201K +1,765 New
LSA
1994
Lion Street Advisors
Texas
$224K
CC
1995
Cornerstone Capital
California
$224K
B
1996
Bensler
Washington
$224K +$3.42K +30 +2%
TWG
1997
The Wealth Group
Minnesota
$222K
BBA
1998
Braun-Bostich & Associates
Pennsylvania
$222K -$31.6K -277 -14%
CC
1999
Capital Counsel
New York
$222K -$7.3K -64 -4%
OC
2000
Oarsman Capital
Wisconsin
$222K -$1.14K -10 -0.6%