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Name Holding Trade Value Shares
Change 		Change in
Stake
IPS
1976
Investors Portfolio Services
Washington
$11K -$29.5K -330 -76%
PCM
1977
Penserra Capital Management
California
$11K +$268 +3 +3%
PWA
1978
Principia Wealth Advisory
Texas
$10.4K +$2.5K +28 +38%
HCM
1979
Horrell Capital Management
Arkansas
$10.3K – – –
RCM
1980
Richardson Capital Management
Wisconsin
$10.3K – – –
VR
1981
Vision Retirement
New Jersey
$10.3K – – –
KFP
1982
Kerr Financial Planning
California
$9.97K +$89 +1 +1%
HCM
1983
Hollencrest Capital Management
California
$9.88K -$6.61K -74 -44%
AWM
1984
Abound Wealth Management
Tennessee
$9.51K -$16.3K -183 -67%
CFP
1985
Comprehensive Financial Planning
Pennsylvania
$9.41K – – –
MAM
1986
Marquette Asset Management
Minnesota
$9.31K -$4.11K -46 -34%
GSEP
1987
Golden State Equity Partners
California
$9.21K -$865K -9,687 -99%
POIA
1988
Pin Oak Investment Advisors
Texas
$9K +$1.16K +13 +18%
CWP
1989
Clark Wealth Partners
Illinois
$8.38K +$1.52K +17 +27%
APW
1990
Allied Private Wealth
Florida
$8.25K +$7.05K +79 New
BWM
1991
Benson Wealth Management
Tennessee
$8.07K – – –
HNW
1992
High Note Wealth
Minnesota
$7.97K +$2.95K +33 +75%
NEWAS
1993
N.E.W. Advisory Services
Wisconsin
$7.76K +$2.68K +30 +67%
PS
1994
Planning Strategies
Pennsylvania
$7.76K +$6.7K +75 New
HC
1995
Hurley Capital
New York
$7.66K +$89 +1 +1%
RDFA
1996
Ritter Daniher Financial Advisory
Ohio
$7.58K – – –
RF
1997
Robinswood Financial
Washington
$7.58K +$89 +1 +1%
NB
1998
NBH Bank
Colorado
$7.55K +$6.52K +73 New
SEP
1999
Signature Equity Partners
Ohio
$7.34K +$1.07K +12 +20%
NWS
2000
Nvest Wealth Strategies
Ohio
$7.24K – – –
78 79
80
81 82