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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1976
Private Capital Group
Connecticut
$1.24M -$5.9K -17 -0.4%
FL
1977
Fort LP
Maryland
$1.24M -$138K -398 -9%
HBT
1978
Heartland Bank & Trust
Illinois
$1.24M +$565K +1,628 +65%
HFG
1979
Heron Financial Group
New York
$1.23M -$27.8K -80 -2%
CRI
1980
Colonial River Investments
Virginia
$1.23M -$208K -600 -13%
WP
1981
WealthPLAN Partners
Nebraska
$1.23M -$126K -364 -8%
WIM
1982
WealthPlan Investment Management
Nebraska
$1.23M +$1.42M +4,100 New
BWP
1983
BSW Wealth Partners
Colorado
$1.23M +$37.8K +109 +3%
CG
1984
Corundum Group
Colorado
$1.22M +$617K +1,778 +77%
LFA
1985
Legacy Financial Advisors
Kentucky
$1.22M +$61.4K +177 +5%
LHC
1986
Little House Capital
Massachusetts
$1.22M -$26.4K -76 -2%
ZF
1987
Zhang Financial
Michigan
$1.22M +$167K +481 +13%
JSW
1988
Journey Strategic Wealth
New Jersey
$1.22M +$79.8K +230 +6%
AWM
1989
Accurate Wealth Management
Florida
$1.22M +$186K +535 +15%
MWM
1990
Marion Wealth Management
Pennsylvania
$1.21M +$16K +46 +1%
SPWM
1991
Schrum Private Wealth Management
Florida
$1.21M -$13.2K -38 -0.9%
HPWM
1992
Highland Private Wealth Management
Washington
$1.21M +$95K +274 +7%
BI
1993
Ballast Inc
Kentucky
$1.21M +$145K +419 +12%
TA
1994
TKG Advisors
Indiana
$1.21M +$135K +388 +11%
FFIC
1995
First Fiduciary Investment Counsel
Ohio
$1.2M -$209K -603 -13%
CWS
1996
Cypress Wealth Services
California
$1.2M -$197K -569 -12%
FFA
1997
Founders Financial Alliance
North Carolina
$1.2M -$200K -576 -13%
BOPW
1998
Brandywine Oak Private Wealth
Pennsylvania
$1.2M +$24.6K +71 +2%
TIA
1999
Traphagen Investment Advisors
New Jersey
$1.2M +$61.4K +177 +5%
GFPC
2000
Global Financial Private Client
Florida
$1.19M -$152K -438 -10%
78 79
80
81 82