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Name Holding Trade Value Shares
Change
Change in
Stake
KIG
1976
Kessler Investment Group
Indiana
$2.73K – – –
CFP
1977
Comprehensive Financial Planning
Pennsylvania
$2.66K +$21 +1 +0.8%
NL
1978
NVWM LLC
Pennsylvania
$2.64K – – –
PA
1979
Pineridge Advisors
Missouri
$2.53K – – –
FNWA
1980
Financial Network Wealth Advisors
Utah
$2.44K – – –
PS
1981
PayPay Securities
Japan
$2.4K -$9.84K -475 -82%
WA
1982
Whipplewood Advisors
Colorado
$2.37K -$62.1K -2,999 -97%
PWM
1983
Parkworth Wealth Management
California
$2.34K +$1.18K +57 +121%
ACM
1984
Anfield Capital Management
California
$2.29K – – –
IAG
1985
Innovative Advisory Group
Massachusetts
$2.25K – – –
PPA
1986
Painted Porch Advisors
California
$2.24K -$1.76K -85 -46%
SWP
1987
SIMA Wealth Partners
Virginia
$2.24K – – –
EPW
1988
Evergreen Private Wealth
Colorado
$1.86K +$1.72K +83 New
CAC
1989
Core Alternative Capital
Georgia
$1.79K – – –
EWM
1990
Evolution Wealth Management
Florida
$1.79K +$1.66K +80 New
QWM
1991
Quaker Wealth Management
New Jersey
$1.79K +$1.66K +80 New
MAM
1992
Morse Asset Management
Connecticut
$1.78K – – –
MFT
1993
Moisand Fitzgerald Tamayo
Florida
$1.69K – – –
NWM
1994
Nova Wealth Management
Florida
$1.59K +$1.12K +54 +318%
BFS
1995
Burkett Financial Services
South Carolina
$1.54K -$3.52K -170 -71%
WA
1996
WestEnd Advisors
North Carolina
$1.48K – – –
IWM
1997
IMG Wealth Management
Florida
$1.46K -$35.8K -1,730 -96%
TFA
1998
Transamerica Financial Advisors
Florida
$1.39K -$1.84K -89 -59%
LI
1999
Louisbourg Investments
New Brunswick, Canada
$1.34K – – –
CWM
2000
Centricity Wealth Management
Ohio
$1.17K -$4.14K -200 -79%