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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1976
Park Place Capital
Alabama
$11.4K +$10.3K +469 +1,379%
NI
1977
NCP Inc
California
$11.4K – – –
OW
1978
Olistico Wealth
Oklahoma
$11.4K – – –
TC
1979
Tacita Capital
Ontario, Canada
$11.4K – – –
CWM
1980
Consultiva Wealth Management
Puerto Rico
$11.4K +$10.9K +500 New
KA
1981
Kozak & Associates
Colorado
$11K – – –
GPFA
1982
Game Plan Financial Advisors
Ohio
$10.7K – – –
EPIMS
1983
Evelyn Partners Investment Management Services
$10.4K -$12.3K -564 -55%
MSWA
1984
Marshall & Sterling Wealth Advisors
New York
$10.2K +$7.35K +336 +292%
HIMS
1985
Hager Investment Management Services
New Hampshire
$10.2K – – –
CAWM
1986
Capital A Wealth Management
Pennsylvania
$10.2K -$284 -13 -3%
SRCM
1987
Signature Resources Capital Management
California
$9.94K – – –
ZRP
1988
Zynergy Retirement Planning
New Jersey
$9.9K – – –
HWM
1989
Horizons Wealth Management
North Carolina
$9.74K – – –
HWP
1990
Highline Wealth Partners
California
$9.67K +$8.16K +373 +704%
AF
1991
Abound Financial
California
$9.47K +$9.13K +417 New
CAIM
1992
Catherine Avery Investment Management
Florida
$9.31K +$547 +25 +6%
RFS
1993
Richardson Financial Services
Massachusetts
$9.08K – – –
UIA
1994
Ulland Investment Advisors
Minnesota
$9K +$8.75K +400 New
GC
1995
Gould Capital
Washington
$8.79K -$6.57K -300 -44%
NMG
1996
New Millennium Group
Utah
$8.69K -$4.79K -219 -36%
HFS
1997
Hughes Financial Services
Virginia
$8.6K +$8.53K +390 New
CIAS
1998
CBIZ Investment Advisory Services
Ohio
$8.58K +$6.08K +278 +278%
RF
1999
Robinswood Financial
Washington
$7.81K – – –
HC
2000
Hoese & Co
Minnesota
$7.63K – – –
78 79
80
81 82