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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
1976
City State Bank
Iowa
$240K
TWA
1977
Talisman Wealth Advisors
New Jersey
$240K
ETCM
1978
Evolutionary Tree Capital Management
Virginia
$239K
KCPG
1979
Kavar Capital Partners Group
Kansas
$239K -$38.2K -177 -13%
JSW
1980
Journey Strategic Wealth
New Jersey
$238K -$1.3K -6 -0.5%
HC
1981
Hamilton Capital
Ohio
$237K +$6.27K +29 +3%
CAGAS
1982
Capital Advisory Group Advisory Services
Minnesota
$237K +$252K +1,168 New
CNBTD
1983
Citizens National Bank Trust Department
Mississippi
$237K +$3.67K +17 +1%
AWM
1984
Aprio Wealth Management
Georgia
$237K +$252K +1,167 New
HWA
1985
Heritage Wealth Advisors
Virginia
$233K -$13.6K -63 -5%
LF
1986
Lantz Financial
Illinois
$233K +$432 +2 +0.2%
LA
1987
LexAurum Advisors
Kansas
$232K +$248K +1,146 New
RCM
1988
Raleigh Capital Management
North Carolina
$232K +$7.35K +34 +3%
PCA
1989
Peddock Capital Advisors
Massachusetts
$231K
SFG
1990
SevenBridge Financial Group
Pennsylvania
$230K
VF
1991
Vawter Financial
Ohio
$230K -$2.38K -11 -1%
IWA
1992
Inspirion Wealth Advisors
Illinois
$229K
CSA
1993
Cottage Street Advisors
Massachusetts
$229K +$27.9K +129 +13%
FAM
1994
Forte Asset Management
New York
$228K
CWP
1995
Curated Wealth Partners
California
$228K -$56.6K -262 -19%
CCMW
1996
Cypress Capital Management (Wyoming)
Wyoming
$227K
BHPW
1997
Beverly Hills Private Wealth
California
$227K -$135K -625 -36%
CAAS
1998
Capital Asset Advisory Services
Michigan
$226K +$236K +1,094 New
KFC
1999
Klingenstein Fields & Co
New York
$226K -$16.2K -75 -6%
FFA
2000
Founders Financial Alliance
North Carolina
$225K -$83.2K -385 -26%