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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1976
Avion Wealth
Texas
$41K +$3.31K +7 +9%
FWM
1977
FSA Wealth Management
Massachusetts
$40.4K +$6.63K +14 +20%
CI
1978
Clal Insurance
Israel
$40K -$2.84K -6 -7%
VWA
1979
Valued Wealth Advisors
Utah
$39.2K – – –
RWS
1980
Retirement Wealth Solutions
Wisconsin
$38.5K -$473 -1 -1%
JFA
1981
JNBA Financial Advisors
Minnesota
$37.5K – – –
AFG
1982
Albion Financial Group
Utah
$36.6K +$17K +36 +88%
EA
1983
Evolution Advisers
Virginia
$36K +$37.4K +79 New
MSWA
1984
Marshall & Sterling Wealth Advisors
New York
$35.8K – – –
AP
1985
Aspect Partners
Virginia
$35.6K – – –
CIAS
1986
CBIZ Investment Advisory Services
Ohio
$33.7K +$3.31K +7 +11%
AWM
1987
Abound Wealth Management
Tennessee
$33.5K +$473 +1 +1%
PSFG
1988
Park Square Financial Group
Georgia
$32.8K -$95.2K -201 -74%
TC
1989
Truvestments Capital
Florida
$32.8K +$32.7K +69 New
AEPWM
1990
Atlantic Edge Private Wealth Management
Florida
$32.3K – – –
CJ
1991
Caitlin John
Michigan
$32K +$31.7K +67 New
GA
1992
Guerra Advisors
Florida
$29.5K +$29.4K +62 New
ORAM
1993
One River Asset Management
Connecticut
$29.5K +$29.4K +62 New
SP
1994
Saranac Partners
$29.5K +$29.4K +62 New
B
1995
Birchbrook
Maine
$29.4K +$10.4K +22 +55%
YP
1996
YANKCOM Partnership
South Dakota
$29.4K +$19.4K +41 +195%
KA
1997
Kozak & Associates
Colorado
$29.3K – – –
BWL
1998
Bogart Wealth LLC
Virginia
$29K +$1.89K +4 +7%
1IA
1999
1620 Investment Advisors
Massachusetts
$28.9K +$473 +1 +2%
AG
2000
AmeriFlex Group
Nevada
$28.5K -$784K -1,656 -97%
78 79
80
81 82