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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1976
Tacita Capital
Ontario, Canada
$11.4K
CWM
1977
Consultiva Wealth Management
Puerto Rico
$11.4K +$10.9K +500 New
KA
1978
Kozak & Associates
Colorado
$11K
GPFA
1979
Game Plan Financial Advisors
Ohio
$10.7K
EPIMS
1980
Evelyn Partners Investment Management Services
$10.4K -$12.3K -564 -55%
MSWA
1981
Marshall & Sterling Wealth Advisors
New York
$10.2K +$7.35K +336 +292%
HIMS
1982
Hager Investment Management Services
New Hampshire
$10.2K
CAWM
1983
Capital A Wealth Management
Pennsylvania
$10.2K -$284 -13 -3%
SRCM
1984
Signature Resources Capital Management
California
$9.94K
ZRP
1985
Zynergy Retirement Planning
New Jersey
$9.9K
HWM
1986
Horizons Wealth Management
North Carolina
$9.74K
HWP
1987
Highline Wealth Partners
California
$9.67K +$8.16K +373 +704%
AF
1988
Abound Financial
California
$9.47K +$9.13K +417 New
CAIM
1989
Catherine Avery Investment Management
Florida
$9.31K +$547 +25 +6%
RFS
1990
Richardson Financial Services
Massachusetts
$9.08K
UIA
1991
Ulland Investment Advisors
Minnesota
$9K +$8.75K +400 New
GC
1992
Gould Capital
Washington
$8.79K -$6.57K -300 -44%
NMG
1993
New Millennium Group
Utah
$8.69K -$4.79K -219 -36%
HFS
1994
Hughes Financial Services
Virginia
$8.6K +$8.53K +390 New
CIAS
1995
CBIZ Investment Advisory Services
Ohio
$8.58K +$6.08K +278 +278%
RF
1996
Robinswood Financial
Washington
$7.81K
HC
1997
Hoese & Co
Minnesota
$7.63K
HCM
1998
Horrell Capital Management
Arkansas
$7.61K
T
1999
Tidemark
California
$7.61K
SFA
2000
Semmax Financial Advisors
North Carolina
$7.5K