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Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1976
Elevated Capital Advisors
Utah
$684K -$11.2K -28 -2%
WAAG
1977
Wealth Alliance Advisory Group
Kansas
$682K +$17.7K +44 +3%
KA
1978
Kovack Advisors
Florida
$678K -$35.7K -89 -5%
IWP
1979
Invenio Wealth Partners
Florida
$677K -$120K -298 -15%
PPP
1980
Private Portfolio Partners
New Jersey
$677K +$6.02K +15 +0.9%
HFM
1981
Hartford Funds Management
Pennsylvania
$677K +$34.5K +86 +5%
TCWM
1982
Total Clarity Wealth Management
Illinois
$676K -$16.5K -41 -2%
CFO
1983
Collective Family Office
Pennsylvania
$674K +$381K +950 +126%
UC
1984
Unio Capital
New Jersey
$673K – – –
KDA
1985
Kraft Davis & Associates
Missouri
$670K -$41.7K -104 -6%
CG
1986
Corundum Group
Colorado
$670K -$143K -357 -17%
CIG
1987
Cascade Investment Group
Colorado
$669K – – –
AWM
1988
Atticus Wealth Management
Florida
$669K +$25.7K +64 +4%
EP
1989
Eudaimonia Partners
Tennessee
$668K +$14.9K +37 +2%
GWM
1990
GSB Wealth Management
Connecticut
$666K +$8.83K +22 +1%
WKSWA
1991
White Knight Strategic Wealth Advisors
New Jersey
$665K -$68.2K -170 -9%
HI
1992
Harbour Investments
Wisconsin
$664K +$89.1K +222 +15%
CFSG
1993
Clark Financial Services Group
Missouri
$663K +$401 +1 +0.1%
TAM
1994
Taurus Asset Management
New York
$662K – – –
CIC
1995
Crawford Investment Counsel
Georgia
$662K -$22.9K -57 -3%
DAC
1996
Dividend Assets Capital
South Carolina
$661K – – –
SAM
1997
SP Asset Management
California
$660K +$1.2K +3 +0.2%
SL
1998
Salomon & Ludwin
Virginia
$658K – – –
IGWM
1999
ICA Group Wealth Management
Colorado
$656K +$1.2K +3 +0.2%
CWP
2000
Cyndeo Wealth Partners
Florida
$654K +$216K +539 +48%
78 79
80
81 82