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Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
1976
First United Bank & Trust
Maryland
$46.4K – – –
AIA
1977
Aventus Investment Advisors
Florida
$45.7K +$42.9K +300 New
NL
1978
NVWM LLC
Pennsylvania
$44.3K -$286 -2 -0.7%
MIM
1979
Manitou Investment Management
Ontario, Canada
$44.1K – – –
W
1980
WealthCollab
Washington
$43.8K – – –
NRWA
1981
North Ridge Wealth Advisors
Oregon
$43.8K – – –
T
1982
Transce3nd
Texas
$43.7K +$21.6K +151 +111%
NC
1983
NewSquare Capital
Pennsylvania
$43.1K +$8.72K +61 +27%
A
1984
AlphaQuest
New York
$43.1K +$24K +168 +146%
GJIA
1985
Glass Jacobson Investment Advisors
Maryland
$41.7K -$61.7K -432 -61%
MWA
1986
Miller Wealth Advisors
Colorado
$41K – – –
TIM
1987
Thompson Investment Management
Wisconsin
$40.7K – – –
HIMS
1988
Hager Investment Management Services
New Hampshire
$40.3K – – –
BCM
1989
Boreal Capital Management
Florida
$40.2K +$37.7K +264 New
AT
1990
Arlington Trust
Alabama
$38.8K – – –
EWA
1991
EQ Wealth Advisors
Texas
$38.1K – – –
HB
1992
Horizon Bancorp
Indiana
$38K – – –
CB
1993
Centennial Bank
Arkansas
$37.3K +$715 +5 +2%
JGIA
1994
Jackson Grant Investment Advisers
Connecticut
$36.9K – – –
HWA
1995
HHM Wealth Advisors
Tennessee
$36.2K -$3.57K -25 -10%
EPIM
1996
Evelyn Partners Investment Management
$33.5K – – –
FFL
1997
Financial Freedom LLC
Ohio
$33.5K +$143 +1 +0.5%
PCFFS
1998
Pacific Center for Financial Services
California
$33K – – –
HBW
1999
Hazlett, Burt & Watson
West Virginia
$33K – – –
C
2000
Covestor
United Kingdom
$32K -$53.3K -373 -64%