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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1976
McGlone Suttner Wealth Management
Wisconsin
$1.09M -$100K -820 -8%
CPM
1977
Connective Portfolio Management
New York
$1.09M – – –
SIMG
1978
Sonora Investment Management Group
Arizona
$1.08M +$28.1K +230 +3%
BFG
1979
Birch Financial Group
New Hampshire
$1.08M +$406K +3,330 +58%
CFM
1980
Catalyst Funds Management
Australia
$1.08M +$1.1M +9,000 New
VCM
1981
Vivaldi Capital Management
Illinois
$1.08M +$51.3K +420 +5%
GCA
1982
Gallagher Capital Advisors
Texas
$1.08M +$1.19M +9,770 New
LA
1983
Lifeworks Advisors
Michigan
$1.08M +$686K +5,620 +168%
WG
1984
Welch Group
Alabama
$1.08M -$4.88K -40 -0.4%
FFA
1985
Fi3 Financial Advisors
Indiana
$1.07M -$122K -1,000 -10%
CWM
1986
Centurion Wealth Management
Virginia
$1.07M -$11K -90 -1%
HA
1987
Herold Advisors
New York
$1.07M -$757K -6,200 -41%
JCM
1988
Jacobi Capital Management
Pennsylvania
$1.07M +$46.4K +380 +4%
SAM
1989
Strive Asset Management
Ohio
$1.07M -$36.6K -300 -3%
VWM
1990
Vigilare Wealth Management
Arizona
$1.07M +$103K +840 +10%
MWP
1991
Madison Wealth Partners
Wisconsin
$1.06M – – –
APA
1992
Astoria Portfolio Advisors
New York
$1.06M +$13.4K +110 +1%
WAAG
1993
Wealth Alliance Advisory Group
Kansas
$1.06M +$2.44K +20 +0.2%
FCFC
1994
First Commonwealth Financial Corp
Pennsylvania
$1.06M -$7.32K -60 -0.7%
FHC
1995
First Horizon Corporation
Tennessee
$1.06M +$1.08M +8,860 New
WFS
1996
WealthGarden F.S.
California
$1.06M +$9.76K +80 +0.9%
SI
1997
Seeds Investor
New York
$1.06M -$91.5K -750 -8%
PWM
1998
Prosperity Wealth Management
California
$1.06M +$67.1K +550 +7%
BOPW
1999
Brandywine Oak Private Wealth
Pennsylvania
$1.06M -$4.88K -40 -0.5%
DW30
2000
Drucker Wealth 3.0
New Jersey
$1.06M +$28.1K +230 +3%
78 79
80
81 82