Name Holding Trade Value Shares
Change
Change in
Stake
1IA
1976
1620 Investment Advisors
Massachusetts
$19K – – –
B
1977
Birchbrook
Maine
$18.6K -$10.4K -23 -37%
LIA
1978
Luken Investment Analytics
Tennessee
$18.2K – – –
TWD
1979
True Wealth Design
Ohio
$17.9K +$9K +20 +111%
JGIA
1980
Jackson Grant Investment Advisers
Connecticut
$17.7K – – –
MAS
1981
MPWM Advisory Solutions
Georgia
$17.3K – – –
TTIC
1982
Tower Trust & Investment Company
Iowa
$17.2K +$17.1K +38 New
HFS
1983
Hughes Financial Services
Virginia
$16.8K +$16.2K +36 New
HNW
1984
High Note Wealth
Minnesota
$16.3K – – –
RTL
1985
Red Tortoise LLC
Georgia
$16.3K – – –
CFP
1986
Comprehensive Financial Planning
Pennsylvania
$15.9K – – –
GTAM
1987
Global Trust Asset Management
Florida
$15.8K – – –
MSG
1988
Main Street Group
Virginia
$15.8K +$15.3K +34 New
RF
1989
Robinswood Financial
Washington
$15.5K – – –
CTWM
1990
Cherry Tree Wealth Management
Minnesota
$15.1K +$9.45K +21 +175%
AIM
1991
Arcadia Investment Management
Michigan
$14.4K – – –
POIA
1992
Pin Oak Investment Advisors
Texas
$14K -$2.25K -5 -14%
PBK
1993
Peoples Bank (Kansas)
Kansas
$14K – – –
PPWM
1994
PFG Private Wealth Management
Florida
$14K +$13.5K +30 New
IHWM
1995
Iron Horse Wealth Management
Iowa
$13.5K -$450 -1 -3%
PA
1996
Pineridge Advisors
Missouri
$13.1K +$5.85K +13 +87%
RA
1997
Resolute Advisors
California
$13K +$12.6K +28 New
WCM
1998
WealthTrak Capital Management
Virginia
$12.6K +$6.75K +15 +125%
TCM
1999
TD Capital Management
Tennessee
$12.2K – – –
PP
2000
Pacifica Partners
Canada
$12.1K +$11.7K +26 New