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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1976
PBMares Wealth Management
Virginia
$714K +$30.2K +300 +4%
FTWA
1977
Fifth Third Wealth Advisors
Ohio
$712K +$716K +7,106 New
WCG
1978
Weaver Consulting Group
California
$711K +$14.5K +144 +2%
LB
1979
Legacy Bridge
Iowa
$711K – – –
PHIC
1980
Pine Haven Investment Counsel
Massachusetts
$710K -$1.71K -17 -0.2%
BCA
1981
Bray Capital Advisors
Florida
$708K -$18.6K -184 -3%
GSB
1982
Greenfield Savings Bank
Massachusetts
$706K -$50K -496 -7%
NCM
1983
NCM Capital Management
New Jersey
$706K +$70.3K +697 +11%
PCG
1984
Prosperity Consulting Group
Maryland
$705K +$45.8K +454 +7%
BW
1985
Bison Wealth
Georgia
$705K -$470K -4,666 -38%
GWSG
1986
GPS Wealth Strategies Group
Colorado
$704K +$709K +7,030 New
CPIG
1987
Chicago Partners Investment Group
Illinois
$702K +$93.1K +923 +15%
BSG
1988
Black Swift Group
Colorado
$701K +$706K +7,000 New
MFT
1989
Moisand Fitzgerald Tamayo
Florida
$700K -$86.6K -859 -11%
FCA
1990
FLC Capital Advisors
California
$698K -$22.9K -227 -3%
GCMG
1991
Gyroscope Capital Management Group
Florida
$696K +$192K +1,900 +38%
LB
1992
Leo Brokerage
Texas
$696K +$700K +6,947 New
AIS
1993
AM Investment Strategies
Tennessee
$695K -$120K -1,195 -15%
WP
1994
WealthSpring Partners
California
$695K -$10.3K -102 -1%
FIA
1995
FNY Investment Advisers
New York
$693K +$292K +2,898 +72%
B
1996
Bridgeworth
Alabama
$691K -$25.6K -254 -4%
ISWM
1997
Independent Solutions Wealth Management
New York
$691K +$35.3K +350 +5%
PFSC
1998
Peoples Financial Services Corp
Pennsylvania
$689K – – –
FCT
1999
First Community Trust
Iowa
$688K -$32.3K -320 -4%
JGIA
2000
Jackson Grant Investment Advisers
Connecticut
$688K +$15.5K +154 +2%
78 79
80
81 82