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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1976
Clark Wealth Partners
Illinois
$8.38K +$1.52K +17 +27%
APW
1977
Allied Private Wealth
Florida
$8.25K +$7.05K +79 New
BWM
1978
Benson Wealth Management
Tennessee
$8.07K – – –
HNW
1979
High Note Wealth
Minnesota
$7.97K +$2.95K +33 +75%
NEWAS
1980
N.E.W. Advisory Services
Wisconsin
$7.76K +$2.68K +30 +67%
PS
1981
Planning Strategies
Pennsylvania
$7.76K +$6.7K +75 New
HC
1982
Hurley Capital
New York
$7.66K +$89 +1 +1%
RDFA
1983
Ritter Daniher Financial Advisory
Ohio
$7.58K – – –
RF
1984
Robinswood Financial
Washington
$7.58K +$89 +1 +1%
NB
1985
NBH Bank
Colorado
$7.55K +$6.52K +73 New
SEP
1986
Signature Equity Partners
Ohio
$7.34K +$1.07K +12 +20%
NWS
1987
Nvest Wealth Strategies
Ohio
$7.24K – – –
ANBT
1988
American National Bank & Trust
Texas
$7.24K +$893 +10 +17%
RCM
1989
Raleigh Capital Management
North Carolina
$6.93K -$15K -168 -71%
KA
1990
Kozak & Associates
Colorado
$6.9K +$89 +1 +2%
CCMI
1991
Creative Capital Management Investments
California
$6.83K +$5.89K +66 New
AP
1992
Aspect Partners
Virginia
$6.72K – – –
CW
1993
CrossGen Wealth
North Carolina
$6.55K – – –
FDCP
1994
Foster Dykema Cabot & Partners
Massachusetts
$6.52K – – –
GG
1995
Gleason Group
Kentucky
$6.41K +$5.53K +62 New
MFP
1996
Meramec Financial Planners
Missouri
$6.21K – – –
SFAM
1997
Sawyer Falduto Asset Management
Illinois
$6.21K – – –
DF
1998
DecisionPoint Financial
Arizona
$5.76K -$268 -3 -5%
ACA
1999
American Capital Advisory
Idaho
$5.59K +$1.34K +15 +38%
OSNBOA
2000
Old Second National Bank of Aurora
Illinois
$5.38K – – –
78 79
80
81 82