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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1976
Provident Wealth Management
Tennessee
$366K – – –
VCG
1977
Vantage Consulting Group
Virginia
$366K +$8.81K +158 +2%
WPP
1978
Whalerock Point Partners
Rhode Island
$366K +$54.1K +970 +16%
EIP
1979
Ellis Investment Partners
Pennsylvania
$365K +$7.3K +131 +2%
FA
1980
Fiducient Advisors
Illinois
$364K -$69.7K -1,250 -15%
KFP
1981
KB Financial Partners
New Jersey
$364K +$33.2K +596 +9%
PI
1982
Pettee Investors
Connecticut
$362K – – –
PWMG
1983
Prestige Wealth Management Group
New Jersey
$362K +$93.4K +1,676 +32%
AC
1984
Apella Capital
Connecticut
$361K -$35.7K -640 -9%
OCM
1985
Orser Capital Management
Texas
$361K – – –
NA
1986
Navellier & Associates
Nevada
$361K +$7.13K +128 +2%
CAMG
1987
CWA Asset Management Group
Florida
$361K +$97.7K +1,753 +34%
OAM
1988
Oak Asset Management
California
$360K -$725 -13 -0.2%
FAG
1989
Financial Advisory Group
Texas
$359K – – –
TWM
1990
Tradition Wealth Management
Minnesota
$359K +$5.02K +90 +1%
BFS
1991
Beacon Financial Strategies
North Carolina
$359K – – –
CM
1992
Castleark Management
Illinois
$358K – – –
KLWA
1993
Kelly Lawrence W & Associates
California
$358K – – –
RDWM
1994
Red Door Wealth Management
Tennessee
$358K +$68.8K +1,235 +22%
CA
1995
CastleArk Alternatives
Illinois
$358K +$380K +6,820 New
CHP
1996
Cable Hill Partners
Oregon
$357K – – –
ACP
1997
Aviance Capital Partners
Florida
$356K +$6.02K +108 +2%
BCM
1998
Becker Capital Management
Oregon
$355K +$6.8K +122 +2%
CGFA
1999
Colton Groome Financial Advisors
North Carolina
$354K – – –
SWP
2000
Summit Wealth Partners
Florida
$354K – – –
78 79
80
81 82