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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
1976
REAP Financial Group
Texas
$25.1K +$19.2K +150 New
MSWM
1977
Mowery & Schoenfeld Wealth Management
Illinois
$24.8K -$5.25K -41 -22%
POIA
1978
Pin Oak Investment Advisors
Texas
$23.8K – – –
TPBG
1979
Turning Point Benefit Group
Maryland
$23.5K +$16.5K +129 New
DF
1980
Dunhill Financial
United Kingdom
$23.3K – – –
VWA
1981
Valued Wealth Advisors
Utah
$23.3K +$896 +7 +5%
VFM
1982
Vision Financial Markets
Connecticut
$23.3K +$15.2K +119 +567%
STB
1983
S&T Bank
Pennsylvania
$22.6K +$14.6K +114 +543%
KA
1984
Kozak & Associates
Colorado
$22.5K – – –
PPC
1985
Park Place Capital
Alabama
$22.1K – – –
WAG
1986
Wiser Advisor Group
Arizona
$21.9K +$16.8K +131 New
MWA
1987
Medallion Wealth Advisors
Connecticut
$21.4K -$3.84K -30 -19%
DAM
1988
Delta Asset Management
Tennessee
$20.9K – – –
BLC
1989
Brown, Lisle/Cummings
Rhode Island
$20.3K – – –
LD
1990
Lipe & Dalton
New York
$20K +$15.4K +120 New
NWM
1991
Navigoe Wealth Management
California
$20K +$15.4K +120 New
MSG
1992
Main Street Group
Virginia
$19.7K – – –
AS
1993
Altshuler Shaham
Israel
$19.4K -$578K -4,520 -97%
TC
1994
Trust Company
Kansas
$19.2K – – –
NC
1995
North Capital
Utah
$18.1K -$46.6K -364 -77%
CWM
1996
Cranbrook Wealth Management
Michigan
$17.7K – – –
CIAS
1997
CBIZ Investment Advisory Services
Ohio
$17.6K -$16K -125 -54%
B
1998
Birchbrook
Maine
$17.1K – – –
NMG
1999
New Millennium Group
Utah
$17.1K -$34.3K -268 -72%
WWA
2000
Wealth Watch Advisors
Colorado
$17.1K +$13.1K +102 New
78 79
80
81 82