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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1976
Catalyst Capital Advisors
New York
$27.3K -$268K -2,193 -92%
OIA
1977
Optimum Investment Advisors
Illinois
$27.3K -$61.2K -500 -71%
AWM
1978
AllSquare Wealth Management
New York
$27.3K
VWM
1979
Valley Wealth Managers
New Jersey
$27.3K
FWM
1980
FSA Wealth Management
Massachusetts
$27.3K +$24.5K +200 New
CWM
1981
Cranbrook Wealth Management
Michigan
$27.3K +$122 +1 +0.5%
POIA
1982
Pin Oak Investment Advisors
Texas
$27K
KFP
1983
Keener Financial Planning
Texas
$26K
TCG
1984
Transcendent Capital Group
Oklahoma
$25.1K -$50.4K -412 -69%
CFS
1985
CGC Financial Services
Oregon
$24.3K
AFS
1986
Annapolis Financial Services
Maryland
$23.9K
HF
1987
Halpern Financial
Virginia
$23.8K
AEPWM
1988
Atlantic Edge Private Wealth Management
Florida
$23.2K
RDFA
1989
Ritter Daniher Financial Advisory
Ohio
$22.8K
DFC
1990
DB Fitzpatrick & Co
Idaho
$22.6K
SNB
1991
Security National Bank
Nebraska
$21.9K
IA
1992
IFS Advisors
Kansas
$21.6K
AWM
1993
Abound Wealth Management
Tennessee
$21.2K +$1.35K +11 +8%
RWM
1994
Raffa Wealth Management
District of Columbia
$21.1K
CA
1995
Claris Advisors
Missouri
$21.1K +$18.9K +154 New
WCM
1996
Winthrop Capital Management
Indiana
$21K
APW
1997
Atlantic Private Wealth
North Carolina
$20.5K +$18.4K +150 New
RAM
1998
Riggs Asset Management
Pennsylvania
$20K
NECFA
1999
New England Capital Financial Advisors
Connecticut
$19.8K
WWM
2000
Wolff Wiese Magana
California
$19.8K