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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1976
Truvestments Capital
Florida
$29.4K
BW
1977
Bravera Wealth
North Dakota
$29.4K +$29.6K +69 New
NFSG
1978
Newbridge Financial Services Group
Florida
$29.2K -$41.1K -96 -58%
AEPWM
1979
Atlantic Edge Private Wealth Management
Florida
$29K
PSFG
1980
Park Square Financial Group
Georgia
$28.9K
MSWA
1981
Marshall & Sterling Wealth Advisors
New York
$28.8K -$3.43K -8 -11%
SFCL
1982
Strengthening Families & Communities LLC
Massachusetts
$28.8K +$16.7K +39 +134%
TCM
1983
Triumph Capital Management
Colorado
$28.1K +$28.3K +66 New
KFP
1984
Kerr Financial Planning
California
$28.1K
S
1985
Sachetta
Massachusetts
$27.8K -$411K -959 -94%
NWM
1986
Nova Wealth Management
Florida
$27.7K -$13.3K -31 -32%
BWL
1987
Bogart Wealth LLC
Virginia
$26K
TFA
1988
Toth Financial Advisory
Virginia
$26K +$3.85K +9 +17%
W
1989
WealthCollab
Washington
$25.6K
AW
1990
Avion Wealth
Texas
$24K -$12.9K -30 -34%
1IA
1991
1620 Investment Advisors
Massachusetts
$23.8K -$2.57K -6 -10%
NRG
1992
Nemes Rush Group
Michigan
$23.5K -$45.8K -107 -66%
Group One Trading
1993
Group One Trading
Illinois
$23.5K +$23.6K +55 New
NAAA
1994
New Age Alpha Advisors
New York
$23K
TPBG
1995
Turning Point Benefit Group
Maryland
$23K +$14.1K +33 +157%
HHCP
1996
Hilton Head Capital Partners
South Carolina
$22.6K +$22.7K +53 New
DWM
1997
Darwin Wealth Management
Florida
$22.6K
FPF
1998
First Pacific Financial
Washington
$21.9K -$857 -2 -4%
AAG
1999
Accordant Advisory Group
Maryland
$21.3K +$21.4K +50 New
LI
2000
Louisbourg Investments
New Brunswick, Canada
$21.3K