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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1976
Wedgewood Investors
Pennsylvania
$247K +$213K +2,114 New
1W
1977
1776 Wealth
Georgia
$247K +$212K +2,108 New
WC
1978
Whitney & Co
New York
$246K +$212K +2,103 New
MIM
1979
Marco Investment Management
Georgia
$246K +$212K +2,102 New
EDRIA
1980
Edmonds Duncan Registered Investment Advisors
Kansas
$246K +$211K +2,100 New
SIAG
1981
Signet Investment Advisory Group
Rhode Island
$246K +$211K +2,100 New
CFO
1982
CVA Family Office
Colorado
$244K -$26.6K -264 -11%
MAM
1983
McLean Asset Management
Virginia
$244K +$210K +2,088 New
CPA
1984
Cardiff Park Advisors
California
$243K +$209K +2,077 New
MWPCG
1985
Measured Wealth Private Client Group
New Hampshire
$243K +$209K +2,075 New
OWA
1986
Opal Wealth Advisors
New York
$243K +$209K +2,074 New
PSF
1987
Pacific Sun Financial
California
$242K +$209K +2,071 New
PCG
1988
Prosperity Consulting Group
Maryland
$242K +$208K +2,067 New
FCA
1989
FinTrust Capital Advisors
South Carolina
$242K -$54.7K -543 -21%
PWM
1990
Palumbo Wealth Management
New York
$242K +$208K +2,066 New
SFG
1991
StrategIQ Financial Group
Indiana
$239K +$206K +2,044 New
JHCP
1992
Jackson Hole Capital Partners
Oklahoma
$239K +$206K +2,042 New
WOC
1993
West Oak Capital
California
$238K -$20.1K -200 -9%
CYG
1994
Clean Yield Group
Vermont
$238K
LFS
1995
Legacy Financial Strategies
Kansas
$237K +$204K +2,029 New
BWP
1996
Balboa Wealth Partners
Arizona
$237K +$204K +2,028 New
HZ
1997
Hixon Zuercher
Ohio
$237K +$204K +2,026 New
WCWM
1998
Willow Creek Wealth Management
California
$237K +$204K +2,029 New
PP
1999
PrairieView Partners
Minnesota
$236K
ACP
2000
Aviance Capital Partners
Florida
$234K +$202K +2,002 New