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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1976
Martin Capital Advisors
Texas
$730K +$31.4K +330 +4%
GWANC
1977
Guardian Wealth Advisors (North Carolina)
North Carolina
$730K +$32.3K +340 +5%
WCFA
1978
Walkner Condon Financial Advisors
Wisconsin
$728K +$44.7K +470 +6%
PWM
1979
Prentice Wealth Management
New York
$728K -$5.71K -60 -0.8%
AAS
1980
Annex Advisory Services
Wisconsin
$728K +$98.9K +1,040 +15%
SI
1981
Stonekeep Investments
New Mexico
$728K -$24.7K -260 -3%
BCMLT
1982
Beacon Capital Management LLC (Tennessee)
Tennessee
$726K -$32.3K -340 -4%
HWM
1983
Howard Wealth Management
Connecticut
$725K – – –
TPWA
1984
Twin Peaks Wealth Advisors
California
$724K -$66.6K -700 -9%
TF
1985
Trek Financial
Arizona
$724K -$4.17M -43,870 -85%
WF
1986
Wayfinding Financial
Washington
$723K +$13.3K +140 +2%
WMA
1987
West Michigan Advisors
Michigan
$723K -$951 -10 -0.1%
BFO
1988
Biltmore Family Office
North Carolina
$723K – – –
FCAS
1989
First Command Advisory Services
Texas
$721K -$4.75K -50 -0.6%
PA
1990
PFG Advisors
Arizona
$720K +$108K +1,140 +17%
NWAG
1991
Net Worth Advisory Group
Utah
$719K -$280K -2,940 -28%
SWIM
1992
Smallwood Wealth Investment Management
New Jersey
$718K -$4.75K -50 -0.6%
CNBTD
1993
Citizens National Bank Trust Department
Mississippi
$718K +$97K +1,020 +15%
CF
1994
Claris Financial
Virginia
$718K – – –
UAG
1995
United Advisor Group
Ohio
$717K -$162K -1,700 -18%
EA
1996
Emerald Advisors
Washington
$713K – – –
SIAP
1997
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$711K +$38K +400 +6%
TWA
1998
TCI Wealth Advisors
Arizona
$711K +$59K +620 +9%
CJ
1999
Caitlin John
Michigan
$711K -$1.35M -14,230 -65%
CMBA
2000
C.M. Bidwell & Associates
Hawaii
$711K -$5.71K -60 -0.8%
78 79
80
81 82