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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1976
Mendota Financial Group
Wisconsin
$7.1K – – –
WBWA
1977
William B. Walkup & Associates
South Carolina
$7.1K – – –
CWP
1978
Concord Wealth Partners
Virginia
$7.03K – – –
DWM
1979
Darwin Wealth Management
Florida
$6.89K -$2.4K -40 -29%
FNWA
1980
Financial Network Wealth Advisors
Utah
$6.89K -$50.4K -839 -90%
IWM
1981
IMG Wealth Management
Florida
$6.89K -$30.5K -508 -84%
HFS
1982
Hughes Financial Services
Virginia
$6.87K +$840 +14 +18%
HIMS
1983
Hager Investment Management Services
New Hampshire
$6.82K – – –
1NWS
1984
1 North Wealth Services
Maryland
$6.65K +$60 +1 +1%
CFS
1985
Compass Financial Services
Iowa
$6.41K – – –
AP
1986
Aspect Partners
Virginia
$6.25K -$540 -9 -9%
NMG
1987
New Millennium Group
Utah
$6.19K +$4.68K +78 +867%
LFA
1988
Legend Financial Advisors
Pennsylvania
$5.83K +$4.92K +82 New
CAIM
1989
Catherine Avery Investment Management
Florida
$5.61K +$300 +5 +7%
HIW
1990
Holos Integrated Wealth
Pennsylvania
$5.56K – – –
SFA
1991
Semmax Financial Advisors
North Carolina
$5.34K – – –
BGA
1992
Battery Global Advisors
Massachusetts
$5.18K – – –
CFD
1993
Creative Financial Designs
Indiana
$5.12K – – –
FFA
1994
Frazier Financial Advisors
Ohio
$5.04K -$1.26K -21 -23%
PP
1995
PrairieView Partners
Minnesota
$5K -$60.2K -1,003 -93%
TFGT
1996
TS Financial Group (TSFG)
Illinois
$5K +$60 +1 +2%
STB
1997
S&T Bank
Pennsylvania
$4.76K -$1.26K -21 -24%
SCA
1998
Stuart Chaussee & Associates
California
$4.69K – – –
T
1999
Tidemark
California
$4.69K – – –
T
2000
Transce3nd
Texas
$4.69K – – –
78 79
80
81 82