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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1976
McClarren Financial Advisors
Pennsylvania
$30K +$14.8K +121 +119%
FFL
1977
Financial Freedom LLC
Ohio
$29.8K +$122 +1 +0.5%
PCFFS
1978
Pacific Center for Financial Services
California
$29.7K – – –
OAJ
1979
Ogorek Anthony Joseph
New York
$29K – – –
CCA
1980
Catalyst Capital Advisors
New York
$27.3K -$268K -2,193 -92%
OIA
1981
Optimum Investment Advisors
Illinois
$27.3K -$61.2K -500 -71%
AWM
1982
AllSquare Wealth Management
New York
$27.3K – – –
VWM
1983
Valley Wealth Managers
New Jersey
$27.3K – – –
FWM
1984
FSA Wealth Management
Massachusetts
$27.3K +$24.5K +200 New
CWM
1985
Cranbrook Wealth Management
Michigan
$27.3K +$122 +1 +0.5%
POIA
1986
Pin Oak Investment Advisors
Texas
$27K – – –
KFP
1987
Keener Financial Planning
Texas
$26K – – –
TCG
1988
Transcendent Capital Group
Oklahoma
$25.1K -$50.4K -412 -69%
CFS
1989
CGC Financial Services
Oregon
$24.3K – – –
AFS
1990
Annapolis Financial Services
Maryland
$23.9K – – –
HF
1991
Halpern Financial
Virginia
$23.8K – – –
AEPWM
1992
Atlantic Edge Private Wealth Management
Florida
$23.2K – – –
RDFA
1993
Ritter Daniher Financial Advisory
Ohio
$22.8K – – –
DFC
1994
DB Fitzpatrick & Co
Idaho
$22.6K – – –
SNB
1995
Security National Bank
Nebraska
$21.9K – – –
IA
1996
IFS Advisors
Kansas
$21.6K – – –
AWM
1997
Abound Wealth Management
Tennessee
$21.2K +$1.35K +11 +8%
RWM
1998
Raffa Wealth Management
District of Columbia
$21.1K – – –
CA
1999
Claris Advisors
Missouri
$21.1K +$18.9K +154 New
WCM
2000
Winthrop Capital Management
Indiana
$21K – – –