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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1976
Baldwin Wealth Partners
Massachusetts
$101K -$93.6K -1,007 -43%
WB
1977
Webster Bank
Connecticut
$101K -$37.2K -400 -23%
JWM
1978
Janiczek Wealth Management
Colorado
$98.8K -$5.2K -56 -4%
HFM
1979
Hartford Financial Management
Connecticut
$98.4K -$22.7K -244 -16%
SVCP
1980
Silicon Valley Capital Partners
California
$96.8K -$24.7K -266 -17%
CTWM
1981
Cherry Tree Wealth Management
Minnesota
$95.7K -$17.6K -189 -13%
SIM
1982
Sentry Investment Management
Wisconsin
$95K -$24K -258 -17%
CT
1983
Clearstead Trust
Maine
$94.1K -$3.07K -33 -3%
FMB
1984
Field & Main Bank
Kentucky
$93.5K -$19K -204 -14%
NFSG
1985
Newbridge Financial Services Group
Florida
$93.3K +$24.5K +264 +27%
WWP
1986
WR Wealth Planners
Missouri
$92.9K -$6.78K -73 -6%
BHWM
1987
Beaird Harris Wealth Management
Texas
$91.5K -$5.2K -56 -4%
FA
1988
Financial Avengers
California
$91.4K +$465 +5 +0.4%
HNB
1989
Hilltop National Bank
Wyoming
$86.3K -$665K -7,156 -86%
KA
1990
Kozak & Associates
Colorado
$84.1K +$372 +4 +0.4%
RFS
1991
Richardson Financial Services
Massachusetts
$83.8K – – –
C
1992
Covestor
United Kingdom
$83K +$24.9K +268 +32%
ECM
1993
Elgethun Capital Management
South Dakota
$81.9K – – –
MWA
1994
Miller Wealth Advisors
Colorado
$81.3K +$372 +4 +0.4%
SFCL
1995
Strengthening Families & Communities LLC
Massachusetts
$80K +$98.7K +1,062 New
MBFW
1996
Morton Brown Family Wealth
Pennsylvania
$79.9K – – –
OWA
1997
Opal Wealth Advisors
New York
$79.8K +$98.4K +1,059 New
CWC
1998
Carolinas Wealth Consulting
North Carolina
$79.5K -$1.67K -18 -2%
SCM
1999
Silvant Capital Management
Georgia
$79.4K – – –
ZB
2000
Zions Bancorporation
Utah
$79.1K -$2.33M -25,068 -96%
78 79
80
81 82