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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1976
Cherry Tree Wealth Management
Minnesota
$4.82K – – –
WWM
1977
Wolff Wiese Magana
California
$4.61K – – –
FCT
1978
First Community Trust
Iowa
$4.61K – – –
NS
1979
NBC Securities
Alabama
$4.34K -$4.78M -10,485 -100%
LIM
1980
Longfellow Investment Management
Massachusetts
$4.19K – – –
FDW
1981
Fourth Dimension Wealth
Ohio
$4.19K +$4.56K +10 New
FPB
1982
First PREMIER Bank
South Dakota
$4K – – –
EWP
1983
Elevation Wealth Partners
California
$3.79K – – –
GJIA
1984
Glass Jacobson Investment Advisors
Maryland
$3.77K +$4.1K +9 New
CSB
1985
City State Bank
Iowa
$3.77K – – –
LIS
1986
Legacy Investment Solutions
Idaho
$3.64K -$16.4K -36 -82%
LWMI
1987
Legacy Wealth Management (Idaho)
Idaho
$3.64K -$16.4K -36 -82%
BFS
1988
Burkett Financial Services
South Carolina
$3.35K – – –
FUBT
1989
First United Bank & Trust
Maryland
$3.35K – – –
FW
1990
Fairway Wealth
Ohio
$3.35K +$3.65K +8 New
LWA
1991
Lowe Wealth Advisors
Maryland
$3.35K +$3.65K +8 New
HWM
1992
Horizons Wealth Management
North Carolina
$2.93K – – –
CFFP
1993
Center for Financial Planning
Michigan
$2.93K +$3.19K +7 New
CWP
1994
Clark Wealth Partners
Illinois
$2.93K +$3.19K +7 New
MBFW
1995
Morton Brown Family Wealth
Pennsylvania
$2.09K -$4.56K -10 -67%
KPP
1996
Kings Path Partners
Texas
$2.09K – – –
CAM
1997
Chesapeake Asset Management
New York
$2.09K +$456 +1 +25%
PWM
1998
Parkworth Wealth Management
California
$2.09K +$2.28K +5 New
PWA
1999
Principia Wealth Advisory
Texas
$2.09K +$2.28K +5 New
FCG
2000
Financial Connections Group
California
$2K +$3.19K +7 New
78 79
80
81 82