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Name Holding Trade Value Shares
Change 		Change in
Stake
MB
1976
MidFirst Bank
Oklahoma
$8.19K -$163K -470 -95%
AP
1977
Aspect Partners
Virginia
$8.19K – – –
MFT
1978
Moisand Fitzgerald Tamayo
Florida
$7.84K – – –
RWM
1979
Rialto Wealth Management
New York
$7.84K +$2.78K +8 +57%
CSC
1980
Caldwell Sutter Capital
California
$7.48K – – –
EWM
1981
Evolution Wealth Management
Florida
$7.48K – – –
CCMI
1982
Creative Capital Management Investments
California
$7.12K – – –
BFS
1983
Bare Financial Services
Pennsylvania
$7.12K +$1.04K +3 +18%
BIAS
1984
Beacon Investment Advisory Services
New Jersey
$7.12K +$6.94K +20 New
TLFA
1985
True Link Financial Advisors
California
$7.12K +$6.94K +20 New
SA
1986
SRH Advisors
Kansas
$6.77K – – –
RWS
1987
Retirement Wealth Solutions
Wisconsin
$6.41K +$2.78K +8 +80%
OA
1988
Operose Advisors
Wisconsin
$6.41K +$6.25K +18 New
MTI
1989
Merrithew & Thorsten Inc
California
$6K – – –
MSG
1990
Main Street Group
Virginia
$5.78K +$5.55K +16 New
BH
1991
Burk Holdings
Oklahoma
$5.7K +$5.55K +16 New
1NWS
1992
1 North Wealth Services
Maryland
$5.34K – – –
FDW
1993
Fourth Dimension Wealth
Ohio
$5.34K – – –
BA
1994
Ballast Advisors
Minnesota
$5.34K +$5.21K +15 New
SPF
1995
South Plains Financial
Texas
$5.34K – – –
CFG
1996
Clayton Financial Group
Missouri
$4.99K – – –
VWM
1997
Vermillion Wealth Management
Minnesota
$4.99K +$4.86K +14 New
FF
1998
Friedenthal Financial
New Jersey
$4.28K – – –
DSC
1999
Duncker Streett & Co
Missouri
$4.27K -$4.51K -13 -52%
CWA
2000
Carolina Wealth Advisors
South Carolina
$4.27K +$4.17K +12 New
78 79
80
81 82