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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
1976
True Wealth Design
Ohio
$17.9K +$9K +20 +111%
JGIA
1977
Jackson Grant Investment Advisers
Connecticut
$17.7K – – –
MAS
1978
MPWM Advisory Solutions
Georgia
$17.3K – – –
TTIC
1979
Tower Trust & Investment Company
Iowa
$17.2K +$17.1K +38 New
HFS
1980
Hughes Financial Services
Virginia
$16.8K +$16.2K +36 New
HNW
1981
High Note Wealth
Minnesota
$16.3K – – –
RTL
1982
Red Tortoise LLC
Georgia
$16.3K – – –
CFP
1983
Comprehensive Financial Planning
Pennsylvania
$15.9K – – –
GTAM
1984
Global Trust Asset Management
Florida
$15.8K – – –
MSG
1985
Main Street Group
Virginia
$15.8K +$15.3K +34 New
RF
1986
Robinswood Financial
Washington
$15.5K – – –
CTWM
1987
Cherry Tree Wealth Management
Minnesota
$15.1K +$9.45K +21 +175%
AIM
1988
Arcadia Investment Management
Michigan
$14.4K – – –
POIA
1989
Pin Oak Investment Advisors
Texas
$14K -$2.25K -5 -14%
PBK
1990
Peoples Bank (Kansas)
Kansas
$14K – – –
PPWM
1991
PFG Private Wealth Management
Florida
$14K +$13.5K +30 New
IHWM
1992
Iron Horse Wealth Management
Iowa
$13.5K -$450 -1 -3%
PA
1993
Pineridge Advisors
Missouri
$13.1K +$5.85K +13 +87%
RA
1994
Resolute Advisors
California
$13K +$12.6K +28 New
WCM
1995
WealthTrak Capital Management
Virginia
$12.6K +$6.75K +15 +125%
TCM
1996
TD Capital Management
Tennessee
$12.2K – – –
PP
1997
Pacifica Partners
Canada
$12.1K +$11.7K +26 New
DPW
1998
DiNuzzo Private Wealth
Pennsylvania
$12.1K +$450 +1 +4%
KFP
1999
Keener Financial Planning
Texas
$12K – – –
TFGT
2000
TS Financial Group (TSFG)
Illinois
$12K – – –
78 79
80
81 82