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Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
1976
Morton Brown Family Wealth
Pennsylvania
$3.98K
PP
1977
Pacifica Partners
Canada
$3.92K
VWM
1978
Valley Wealth Managers
New Jersey
$3.85K +$4.23K +29 New
RIM
1979
Ranger Investment Management
Texas
$3.71K
SSC
1980
Syverson Strege & Co
Iowa
$3.71K
DI
1981
Disciplined Investments
Oklahoma
$3.58K -$584 -4 -13%
LSA
1982
Lansing Street Advisors
Pennsylvania
$3.18K
YAL
1983
Your Advocates Ltd
Texas
$3.18K
IAA
1984
Independent Advisor Alliance
North Carolina
$3K -$432K -2,959 -12%
BG
1985
Bollard Group
Massachusetts
$3K
CWA
1986
Carolina Wealth Advisors
South Carolina
$3K
RBC
1987
Roble Belko & Company
Pennsylvania
$3K
ST
1988
Sageworth Trust
Pennsylvania
$3K +$584 +4 +20%
WBC
1989
West Branch Capital
Massachusetts
$2.74K -$1.16M -7,935 -100%
IWP
1990
IAG Wealth Partners
Wisconsin
$2.65K -$8.46K -58 -74%
TCM
1991
TD Capital Management
Tennessee
$2.65K
DCM
1992
Davidson Capital Management
Texas
$2.65K +$146 +1 +5%
CHA
1993
Carmichael Hill & Associates
Maryland
$2.52K -$14.6K -100 -84%
ACP
1994
Arcus Capital Partners
Georgia
$2.52K +$2.77K +19 New
LWA
1995
Lowe Wealth Advisors
Maryland
$2.39K
TFA
1996
Transamerica Financial Advisors
Florida
$2K -$438 -3 -23%
CA
1997
Centerpoint Advisors
Massachusetts
$2K
AP
1998
Atwood & Palmer
Missouri
$1.99K
CB
1999
Centennial Bank
Arkansas
$1.99K +$2.19K +15 New
FA
2000
Financial Avengers
California
$1.99K +$2.19K +15 New