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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1976
Hartford Financial Management
Connecticut
$98.4K -$22.7K -244 -16%
SVCP
1977
Silicon Valley Capital Partners
California
$96.8K -$24.7K -266 -17%
CTWM
1978
Cherry Tree Wealth Management
Minnesota
$95.7K -$17.6K -189 -13%
SIM
1979
Sentry Investment Management
Wisconsin
$95K -$24K -258 -17%
CT
1980
Clearstead Trust
Maine
$94.1K -$3.07K -33 -3%
FMB
1981
Field & Main Bank
Kentucky
$93.5K -$19K -204 -14%
NFSG
1982
Newbridge Financial Services Group
Florida
$93.3K +$24.5K +264 +27%
WWP
1983
WR Wealth Planners
Missouri
$92.9K -$6.78K -73 -6%
BHWM
1984
Beaird Harris Wealth Management
Texas
$91.5K -$5.2K -56 -4%
FA
1985
Financial Avengers
California
$91.4K +$465 +5 +0.4%
HNB
1986
Hilltop National Bank
Wyoming
$86.3K -$665K -7,156 -86%
KA
1987
Kozak & Associates
Colorado
$84.1K +$372 +4 +0.4%
RFS
1988
Richardson Financial Services
Massachusetts
$83.8K
C
1989
Covestor
United Kingdom
$83K +$24.9K +268 +32%
ECM
1990
Elgethun Capital Management
South Dakota
$81.9K
MWA
1991
Miller Wealth Advisors
Colorado
$81.3K +$372 +4 +0.4%
SFCL
1992
Strengthening Families & Communities LLC
Massachusetts
$80K +$98.7K +1,062 New
MBFW
1993
Morton Brown Family Wealth
Pennsylvania
$79.9K
OWA
1994
Opal Wealth Advisors
New York
$79.8K +$98.4K +1,059 New
CWC
1995
Carolinas Wealth Consulting
North Carolina
$79.5K -$1.67K -18 -2%
SCM
1996
Silvant Capital Management
Georgia
$79.4K
ZB
1997
Zions Bancorporation
Utah
$79.1K -$2.33M -25,068 -96%
KFI
1998
Key Financial Inc
Pennsylvania
$76.9K
RAM
1999
Riggs Asset Management
Pennsylvania
$76.4K +$651 +7 +0.7%
HWA
2000
Heritage Wealth Advisors
Virginia
$76.3K +$48.8K +525 +108%