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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1976
Obermeyer Wealth Partners
Colorado
$212K +$206K +1,448 New
1WM
1977
1900 Wealth Management
Texas
$212K +$206K +1,451 New
LWPC
1978
Legacy Wealth Partners (California)
California
$212K +$206K +1,453 New
TA
1979
TFG Advisers
Michigan
$211K -$78.6K -554 -28%
B
1980
Bellecapital
Switzerland
$211K +$205K +1,441 New
GA
1981
GoalVest Advisory
New York
$211K +$205K +1,446 New
PBO
1982
Peoples Bank (Ohio)
Ohio
$211K +$205K +1,447 New
CAGAS
1983
Capital Advisory Group Advisory Services
Minnesota
$210K +$8.52K +60 +4%
IA
1984
IAM Advisory
Pennsylvania
$210K +$203K +1,432 New
QWM
1985
QP Wealth Management
New Jersey
$210K +$204K +1,435 New
MIH
1986
Meitav Investment House
Israel
$209K -$501K -3,528 -71%
OL
1987
Optas LLC
Texas
$209K -$207K -1,456 -50%
PCFFS
1988
Pacific Center for Financial Services
California
$209K +$27.5K +194 +16%
BCM
1989
Bienville Capital Management
New York
$209K +$203K +1,429 New
OCG
1990
Opus Capital Group
Ohio
$209K +$203K +1,430 New
CWM
1991
Curi Wealth Management
North Carolina
$209K +$204K +1,436 New
MWP
1992
Moller Wealth Partners
$208K -$84.9K -598 -30%
HAS
1993
HBW Advisory Services
California
$207K +$201K +1,415 New
LBD
1994
Landsberg Bennett & Dubbaneh
Florida
$207K +$201K +1,417 New
MFS
1995
Mirabella Financial Services
United Kingdom
$207K +$201K +1,417 New
MGIA
1996
Matthew Goff Investment Advisor
Texas
$206K +$200K +1,411 New
SFS
1997
Strategic Financial Services
New York
$205K +$199K +1,399 New
FNBSF
1998
First National Bank Sioux Falls
South Dakota
$205K +$199K +1,404 New
SEP
1999
Southland Equity Partners
Missouri
$204K +$198K +1,395 New
MCA
2000
Magnolia Capital Advisors
Mississippi
$203K +$197K +1,389 New