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Name Holding Trade Value Shares
Change 		Change in
Stake
API
1976
Asset Planning Inc
California
$25.5K – – –
RFG
1977
REAP Financial Group
Texas
$25.1K +$19.2K +150 New
MSWM
1978
Mowery & Schoenfeld Wealth Management
Illinois
$24.8K -$5.25K -41 -22%
POIA
1979
Pin Oak Investment Advisors
Texas
$23.8K – – –
TPBG
1980
Turning Point Benefit Group
Maryland
$23.5K +$16.5K +129 New
DF
1981
Dunhill Financial
United Kingdom
$23.3K – – –
VWA
1982
Valued Wealth Advisors
Utah
$23.3K +$896 +7 +5%
VFM
1983
Vision Financial Markets
Connecticut
$23.3K +$15.2K +119 +567%
STB
1984
S&T Bank
Pennsylvania
$22.6K +$14.6K +114 +543%
KA
1985
Kozak & Associates
Colorado
$22.5K – – –
PPC
1986
Park Place Capital
Alabama
$22.1K – – –
WAG
1987
Wiser Advisor Group
Arizona
$21.9K +$16.8K +131 New
MWA
1988
Medallion Wealth Advisors
Connecticut
$21.4K -$3.84K -30 -19%
DAM
1989
Delta Asset Management
Tennessee
$20.9K – – –
BLC
1990
Brown, Lisle/Cummings
Rhode Island
$20.3K – – –
LD
1991
Lipe & Dalton
New York
$20K +$15.4K +120 New
NWM
1992
Navigoe Wealth Management
California
$20K +$15.4K +120 New
MSG
1993
Main Street Group
Virginia
$19.7K – – –
AS
1994
Altshuler Shaham
Israel
$19.4K -$578K -4,520 -97%
TC
1995
Trust Company
Kansas
$19.2K – – –
NC
1996
North Capital
Utah
$18.1K -$46.6K -364 -77%
CWM
1997
Cranbrook Wealth Management
Michigan
$17.7K – – –
CIAS
1998
CBIZ Investment Advisory Services
Ohio
$17.6K -$16K -125 -54%
B
1999
Birchbrook
Maine
$17.1K – – –
NMG
2000
New Millennium Group
Utah
$17.1K -$34.3K -268 -72%
78 79
80
81 82