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Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1976
Allen Capital Group
Nebraska
$732K +$18.2K +58 +3%
LK
1977
Lumbard & Kellner
New Hampshire
$732K -$7.83K -25 -1%
TIA
1978
TCFG Investment Advisors
California
$731K +$50.1K +160 +9%
MCM
1979
Marathon Capital Management
Maryland
$731K -$28.2K -90 -4%
RDWM
1980
Red Door Wealth Management
Tennessee
$730K -$314K -1,004 -34%
SG
1981
Sienna Gestion
France
$729K +$604K +1,930 New
BWP
1982
BlueStem Wealth Partners
Minnesota
$728K +$10.3K +33 +2%
CMAI
1983
Capital Management Associates Inc
Minnesota
$728K -$1.56K -5 -0.3%
MIFH
1984
Migdal Insurance & Financial Holdings
Israel
$727K – – –
LWANC
1985
Laurel Wealth Advisors (North Carolina)
North Carolina
$727K – – –
NBWM
1986
North Berkeley Wealth Management
California
$727K -$20.4K -65 -3%
BI
1987
Ballast Inc
Kentucky
$726K +$348K +1,112 +134%
IWP
1988
Invenio Wealth Partners
Florida
$725K -$54.2K -173 -8%
CWI
1989
Conscious Wealth Investments
Florida
$724K -$3.44K -11 -0.5%
SSWG
1990
Seven Springs Wealth Group
Tennessee
$724K – – –
AWA
1991
AGH Wealth Advisors
Kansas
$723K +$25K +80 +4%
CCAM
1992
Cascades Capital Asset Management
North Carolina
$722K +$4.38K +14 +0.7%
CCA
1993
Clearwater Capital Advisors
Illinois
$720K +$14.7K +47 +2%
KAM
1994
Knightsbridge Asset Management
California
$719K -$275K -878 -31%
RGC
1995
Roberts, Glore & Co
Illinois
$719K -$939 -3 -0.2%
4WM
1996
4J Wealth Management
Virginia
$717K -$15K -48 -2%
MWM
1997
Mindset Wealth Management
Indiana
$717K +$34.4K +110 +6%
DWM
1998
Dopkins Wealth Management
New York
$716K -$204K -653 -25%
LI
1999
LifeWealth Investments
Florida
$715K +$11.3K +36 +2%
BC
2000
Bridgefront Capital
Texas
$715K -$1.1M -3,505 -65%
78 79
80
81 82