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Name Holding Trade Value Shares
Change
Change in
Stake
USB
1976
Union Savings Bank
Connecticut
$100K
BL
1977
BFSG LLC
California
$97.9K +$3.74K +12 +3%
KA
1978
Kozak & Associates
Colorado
$96.4K
RS
1979
Rakuten Securities
Japan
$95.1K -$3.74K -12 -3%
CGA
1980
Compound Global Advisors
Washington
$95.1K +$109K +350 New
SCA
1981
Stuart Chaussee & Associates
California
$93.8K
WF
1982
Wayfinding Financial
Washington
$89K +$103K +331 New
HIW
1983
Holos Integrated Wealth
Pennsylvania
$88.3K
RBC
1984
Roble Belko & Company
Pennsylvania
$88K +$7.47K +24 +8%
CG
1985
Curat Global
New Hampshire
$85.9K +$98.4K +316 New
MCM
1986
MV Capital Management
Maryland
$85.6K -$1.56K -5 -2%
AAG
1987
Armstrong Advisory Group
Massachusetts
$85.3K
DMBA
1988
Deseret Mutual Benefit Administrators
Utah
$84.5K
VWM
1989
Valley Wealth Managers
New Jersey
$82.6K
BCMLT
1990
Beacon Capital Management LLC (Tennessee)
Tennessee
$82.4K +$2.8K +9 +3%
BCM
1991
Berbice Capital Management
New York
$81.5K +$46.7K +150 +100%
PW
1992
Pandora Wealth
Illinois
$81.5K +$93.4K +300 New
AT
1993
Avalon Trust
New Mexico
$80.6K +$15.6K +50 +20%
CB
1994
Centennial Bank
Arkansas
$80.2K -$7.78K -25 -8%
CPG
1995
Cornerstone Planning Group
New Jersey
$79.7K +$39.9K +128 +80%
MWM
1996
Mascoma Wealth Management
New Hampshire
$78.6K
KIM
1997
Kestra Investment Management
Texas
$78.3K -$329K -1,058 -79%
CWM
1998
Cranbrook Wealth Management
Michigan
$77.5K +$19.9K +64 +29%
VNA
1999
Valley National Advisers
Pennsylvania
$76K +$31.8K +102 +56%
BHWM
2000
Beaird Harris Wealth Management
Texas
$74.8K