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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1976
Mascoma Wealth Management
New Hampshire
$50.1K – – –
RA
1977
Rise Advisors
New York
$49.8K -$3.38K -23 -6%
API
1978
Asset Planning Inc
California
$49.6K +$147 +1 +0.3%
CF
1979
Collier Financial
Colorado
$49K +$294 +2 +0.6%
KHC
1980
Koesten Hirschmann & Crabtree
Kansas
$48.5K – – –
CCMI
1981
Creative Capital Management Investments
California
$48.1K – – –
CWC
1982
Carolinas Wealth Consulting
North Carolina
$47K -$282K -1,916 -86%
PCTC
1983
Perkins Coie Trust Company
Washington
$45.5K -$48.5K -330 -52%
BFS
1984
Burkett Financial Services
South Carolina
$45.3K +$147 +1 +0.3%
TCM
1985
Tradewinds Capital Management
Washington
$44.9K -$1.18K -8 -3%
FUBT
1986
First United Bank & Trust
Maryland
$44.8K – – –
IMC
1987
Investment Management Corporation
Virginia
$44.3K +$28.1K +191 +174%
NL
1988
NVWM LLC
Pennsylvania
$43K +$441 +3 +1%
MIM
1989
Manitou Investment Management
Ontario, Canada
$42.6K +$42.6K +290 New
W
1990
WealthCollab
Washington
$42.3K – – –
NRWA
1991
North Ridge Wealth Advisors
Oregon
$42.2K -$9.11K -62 -18%
IFS
1992
Intelligent Financial Strategies
Minnesota
$42.1K +$42.2K +287 New
RFG
1993
REAP Financial Group
Texas
$41.6K +$12.2K +83 +42%
TCPG
1994
Trivant Custom Portfolio Group
California
$41.1K – – –
CIA
1995
Cape Investment Advisory
Georgia
$41K -$1.18K -8 -3%
WPA
1996
West Paces Advisors
Georgia
$39.8K – – –
MWA
1997
Miller Wealth Advisors
Colorado
$39.5K – – –
TIM
1998
Thompson Investment Management
Wisconsin
$39.3K – – –
HIMS
1999
Hager Investment Management Services
New Hampshire
$38.9K -$11K -75 -22%
HWA
2000
HHM Wealth Advisors
Tennessee
$38.6K – – –