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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
MorganRosel Wealth Management
Colorado
$656K -$23.9K -189 -3%
FSC
1977
Full Sail Capital
Oklahoma
$655K -$231K -1,825 -23%
AFC
1978
AFT Forsyth & Company
Florida
$655K -$125K -990 -13%
JAFL
1979
Jay A. Fishman Ltd
Michigan
$650K +$851K +6,733 New
WR
1980
Watson Rebecca
$650K +$1.14K +9 +0.1%
PFC
1981
Phocas Financial Corp
California
$642K +$3.03K +24 +0.4%
PWM
1982
PBMares Wealth Management
Virginia
$642K +$66.2K +524 +9%
GSIS
1983
Global Strategic Investment Solutions
Arizona
$640K +$351K +2,779 +72%
GI
1984
Gradient Investments
Minnesota
$637K -$1.44M -11,360 -63%
AWA
1985
Arkadios Wealth Advisors
Georgia
$637K +$202K +1,594 +32%
GSWM
1986
Golden State Wealth Management
California
$634K +$830K +6,563 New
FAM
1987
Flaharty Asset Management
Florida
$633K +$136K +1,074 +20%
PWPS
1988
Pinnacle Wealth Planning Services
Ohio
$630K -$114K -904 -12%
WPA
1989
West Paces Advisors
Georgia
$627K -$9.36K -74 -1%
LBC
1990
Lawrence B. Cohen
$627K +$127K +1,008 +18%
DBIA
1991
Dumont & Blake Investment Advisors
New Jersey
$626K +$7.46K +59 +0.9%
BOPW
1992
Brandywine Oak Private Wealth
Pennsylvania
$625K +$99.9K +790 +14%
VWM
1993
Venturi Wealth Management
Texas
$622K -$7.38M -58,342 -90%
1W
1994
1776 Wealth
Georgia
$619K +$48K +380 +6%
CT
1995
Columbia Trust
Oregon
$616K -$62.1K -491 -7%
STA
1996
Summit Trail Advisors
New York
$615K +$805K +6,369 New
HKIM
1997
Hayek Kallen Investment Management
Alabama
$614K +$804K +6,357 New
RIG
1998
Roosevelt Investment Group
New York
$611K -$53.7K -425 -6%
PFA
1999
Pure Financial Advisors
California
$610K +$200K +1,579 +33%
LBD
2000
Landsberg Bennett & Dubbaneh
Florida
$609K -$3.23M -25,542 -80%
78 79
80
81 82