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Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
1976
Fifth Third Wealth Advisors
Ohio
$712K +$716K +7,106 New
WCG
1977
Weaver Consulting Group
California
$711K +$14.5K +144 +2%
LB
1978
Legacy Bridge
Iowa
$711K
PHIC
1979
Pine Haven Investment Counsel
Massachusetts
$710K -$1.71K -17 -0.2%
BCA
1980
Bray Capital Advisors
Florida
$708K -$18.6K -184 -3%
GSB
1981
Greenfield Savings Bank
Massachusetts
$706K -$50K -496 -7%
NCM
1982
NCM Capital Management
New Jersey
$706K +$70.3K +697 +11%
PCG
1983
Prosperity Consulting Group
Maryland
$705K +$45.8K +454 +7%
BW
1984
Bison Wealth
Georgia
$705K -$470K -4,666 -38%
GWSG
1985
GPS Wealth Strategies Group
Colorado
$704K +$709K +7,030 New
CPIG
1986
Chicago Partners Investment Group
Illinois
$702K +$93.1K +923 +15%
BSG
1987
Black Swift Group
Colorado
$701K +$706K +7,000 New
MFT
1988
Moisand Fitzgerald Tamayo
Florida
$700K -$86.6K -859 -11%
FCA
1989
FLC Capital Advisors
California
$698K -$22.9K -227 -3%
GCMG
1990
Gyroscope Capital Management Group
Florida
$696K +$192K +1,900 +38%
LB
1991
Leo Brokerage
Texas
$696K +$700K +6,947 New
AIS
1992
AM Investment Strategies
Tennessee
$695K -$120K -1,195 -15%
WP
1993
WealthSpring Partners
California
$695K -$10.3K -102 -1%
FIA
1994
FNY Investment Advisers
New York
$693K +$292K +2,898 +72%
B
1995
Bridgeworth
Alabama
$691K -$25.6K -254 -4%
ISWM
1996
Independent Solutions Wealth Management
New York
$691K +$35.3K +350 +5%
PFSC
1997
Peoples Financial Services Corp
Pennsylvania
$689K
FCT
1998
First Community Trust
Iowa
$688K -$32.3K -320 -4%
JGIA
1999
Jackson Grant Investment Advisers
Connecticut
$688K +$15.5K +154 +2%
SIA
2000
Soltis Investment Advisors
Utah
$686K -$60K -595 -8%