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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1976
Bellwether Advisors
Nebraska
$14K – – –
EWA
1977
Evolution Wealth Advisors
Florida
$14K – – –
CAM
1978
Close Asset Management
United Kingdom
$14K +$13.1K +180 New
NL
1979
NVWM LLC
Pennsylvania
$13K – – –
IWP
1980
IAG Wealth Partners
Wisconsin
$13K +$73 +1 +0.6%
FGAM
1981
Financial Gravity Asset Management
Texas
$12.5K +$8.89K +122 +277%
JGIA
1982
Jackson Grant Investment Advisers
Connecticut
$12K -$14.5K -199 -55%
BMD
1983
Better Money Decisions
New Mexico
$12K +$11.8K +162 New
WCM
1984
Wealthcare Capital Management
Virginia
$12K +$12K +165 New
FWM
1985
Filbrandt Wealth Management
Wisconsin
$11K -$9.03K -124 -45%
SC
1986
Steph & Co
Wisconsin
$11K – – –
CAL
1987
Capital Advisors Ltd
Ohio
$11K +$10.2K +140 New
MFT
1988
Moisand Fitzgerald Tamayo
Florida
$11K +$10.9K +150 New
APW
1989
Acima Private Wealth
Virginia
$9K – – –
EAM
1990
Eukles Asset Management
Ohio
$9K +$8.74K +120 New
PGAM
1991
Princeton Global Asset Management
New Jersey
$8K -$55.3K -759 -87%
BAMG
1992
Brand Asset Management Group
Missouri
$8K – – –
GWMIA
1993
Global Wealth Management Investment Advisory
Florida
$8K – – –
PFA
1994
Professional Financial Advisors
Nebraska
$8K – – –
MIM
1995
Macroview Investment Management
Maryland
$8K +$73 +1 +1%
RDFA
1996
Ritter Daniher Financial Advisory
Ohio
$8K +$7.28K +100 New
SFPG
1997
Stonebridge Financial Planning Group
Florida
$7K – – –
CPWM
1998
Cypress Point Wealth Management
Texas
$6K -$10.9K -150 -64%
FBT
1999
First Bank & Trust
South Dakota
$6K -$3.93K -54 -41%
IPW
2000
IronBridge Private Wealth
Texas
$6K +$73 +1 +1%
78 79
80
81 82