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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1976
Wealth Alliance Advisory Group
Kansas
$682K +$17.7K +44 +3%
KA
1977
Kovack Advisors
Florida
$678K -$35.7K -89 -5%
IWP
1978
Invenio Wealth Partners
Florida
$677K -$120K -298 -15%
PPP
1979
Private Portfolio Partners
New Jersey
$677K +$6.02K +15 +0.9%
HFM
1980
Hartford Funds Management
Pennsylvania
$677K +$34.5K +86 +5%
TCWM
1981
Total Clarity Wealth Management
Illinois
$676K -$16.5K -41 -2%
CFO
1982
Collective Family Office
Pennsylvania
$674K +$381K +950 +126%
UC
1983
Unio Capital
New Jersey
$673K – – –
KDA
1984
Kraft Davis & Associates
Missouri
$670K -$41.7K -104 -6%
CG
1985
Corundum Group
Colorado
$670K -$143K -357 -17%
CIG
1986
Cascade Investment Group
Colorado
$669K – – –
AWM
1987
Atticus Wealth Management
Florida
$669K +$25.7K +64 +4%
EP
1988
Eudaimonia Partners
Tennessee
$668K +$14.9K +37 +2%
GWM
1989
GSB Wealth Management
Connecticut
$666K +$8.83K +22 +1%
WKSWA
1990
White Knight Strategic Wealth Advisors
New Jersey
$665K -$68.2K -170 -9%
HI
1991
Harbour Investments
Wisconsin
$664K +$89.1K +222 +15%
CFSG
1992
Clark Financial Services Group
Missouri
$663K +$401 +1 +0.1%
TAM
1993
Taurus Asset Management
New York
$662K – – –
CIC
1994
Crawford Investment Counsel
Georgia
$662K -$22.9K -57 -3%
DAC
1995
Dividend Assets Capital
South Carolina
$661K – – –
SAM
1996
SP Asset Management
California
$660K +$1.2K +3 +0.2%
SL
1997
Salomon & Ludwin
Virginia
$658K – – –
IGWM
1998
ICA Group Wealth Management
Colorado
$656K +$1.2K +3 +0.2%
CWP
1999
Cyndeo Wealth Partners
Florida
$654K +$216K +539 +48%
FFAM
2000
Forge First Asset Management
Canada
$654K – – –
78 79
80
81 82