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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1976
Successful Portfolios
Florida
$899K -$101 -1 -0%
TW
1977
TritonPoint Wealth
Maryland
$898K +$28.8K +285 +5%
KAS
1978
KPP Advisory Services
Kentucky
$898K +$15.9K +157 +3%
WTFG
1979
Wood Tarver Financial Group
Idaho
$897K +$136K +1,346 +26%
OPCM
1980
Osborne Partners Capital Management
California
$897K +$143K +1,410 +28%
FDP
1981
Financiere des Professionnels
Quebec, Canada
$896K +$649K +6,420 New
BHWM
1982
Bellars Harris Wealth Management
Virginia
$896K +$649K +6,415 New
CWM
1983
Cranbrook Wealth Management
Michigan
$895K -$36.6K -362 -5%
SW
1984
SMART Wealth
Nebraska
$895K -$50.6K -500 -7%
RT
1985
Rockland Trust
Massachusetts
$894K -$29.3K -290 -4%
FFS
1986
Founders Financial Securities
Maryland
$893K +$12.5K +124 +2%
TWM
1987
Thrive Wealth Management
Pennsylvania
$892K -$29.6K -293 -4%
PWA
1988
Peterson Wealth Advisors
Utah
$889K +$13.6K +134 +2%
ODFS
1989
O'Donnell Financial Services
California
$889K – – –
RCM
1990
RB Capital Management
Nevada
$887K – – –
GHA
1991
Granite Harbor Advisors
Texas
$887K -$67.8K -670 -10%
MAM
1992
MMA Asset Management
Pennsylvania
$886K -$349K -3,453 -35%
MWM
1993
MOKAN Wealth Management
Kansas
$886K +$642K +6,347 New
CB
1994
Community Bank
New York
$885K -$5.06K -50 -0.8%
VWA
1995
VSM Wealth Advisory
Maryland
$883K -$42.1K -416 -6%
LSIA
1996
LaSalle St. Investment Advisors
Illinois
$882K -$708 -7 -0.1%
NDSI
1997
Newman Dignan & Sheerar Inc
Rhode Island
$881K -$46.3K -458 -7%
SRC
1998
Sage Rhino Capital
California
$880K +$33K +326 +5%
EFP
1999
Elser Financial Planning
Indiana
$879K +$8.39K +83 +1%
HWA
2000
HHM Wealth Advisors
Tennessee
$878K -$209K -2,071 -25%
78 79
80
81 82