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Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
1976
Seneca House Advisors
Virginia
$963K -$151K -1,054 -15%
DCM
1977
Deuterium Capital Management
Florida
$963K – – –
OF
1978
Outfitter Financial
Maine
$961K – – –
SFP
1979
Sandbox Financial Partners
Maryland
$960K +$43.3K +302 +5%
RFM
1980
Royal Fund Management
Florida
$959K -$15.1K -105 -2%
MCA
1981
Millennium Capital Advisors
Arkansas
$956K +$29.1K +203 +4%
ERWM
1982
Elk River Wealth Management
Colorado
$955K +$17.5K +122 +2%
LWP
1983
Lumature Wealth Partners
Georgia
$950K +$254K +1,770 +44%
GSWM
1984
Golden State Wealth Management
California
$949K -$492K -3,431 -37%
WCG
1985
Weaver Consulting Group
California
$947K -$2.15K -15 -0.3%
SOS
1986
Silver Oak Securities
Tennessee
$947K +$803K +5,601 New
CICI
1987
Capital Investment Counsel Inc
North Carolina
$944K -$14.3K -100 -2%
EW
1988
Evoke Wealth
California
$943K +$11.6K +81 +1%
RWB
1989
RMR Wealth Builders
New Jersey
$943K +$90.2K +629 +12%
DTL
1990
Dynamic Technology Lab
Singapore
$942K -$965K -6,726 -54%
SIA
1991
SkyView Investment Advisors
New Jersey
$941K -$72.6K -506 -8%
BWCS
1992
Beirne Wealth Consulting Services
Connecticut
$939K – – –
W
1993
WorthPointe
California
$938K -$2.13M -14,881 -72%
PWAG
1994
Polaris Wealth Advisory Group
California
$936K +$310K +2,159 +63%
BCA
1995
Bray Capital Advisors
Florida
$931K +$71.6K +499 +10%
NMG
1996
New Millennium Group
Utah
$929K +$818K +5,703 New
FMP
1997
Financial Management Professionals
Texas
$928K +$20.7K +144 +3%
SCM
1998
Sterneck Capital Management
Missouri
$925K -$77.4K -540 -9%
6F
1999
626 Financial
Michigan
$925K -$2.73K -19 -0.3%
BWA
2000
Beam Wealth Advisors
Louisiana
$920K -$45.6K -318 -5%
78 79
80
81 82