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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
1976
Godfrey Financial Associates
New York
$5.76K +$5.87K +90 New
JGCM
1977
Joseph Group Capital Management
Ohio
$5.61K +$5.74K +88 New
TPBG
1978
Turning Point Benefit Group
Maryland
$5.54K -$391 -6 -6%
AP
1979
Aspect Partners
Virginia
$5.35K +$1.17K +18 +27%
NSG
1980
Nalls Sherbakoff Group
Tennessee
$5.29K -$11.4K -175 -68%
MFP
1981
Meramec Financial Planners
Missouri
$5.24K +$5.34K +82 New
HFS
1982
Hughes Financial Services
Virginia
$5.1K -$1.7K -26 -25%
TFGT
1983
TS Financial Group (TSFG)
Illinois
$5K -$717 -11 -13%
TAM
1984
Tucker Asset Management
Colorado
$4.78K +$4.89K +75 New
HIW
1985
Holos Integrated Wealth
Pennsylvania
$4.75K – – –
MAFA
1986
MJT & Associates Financial Advisory
Minnesota
$4.71K +$2.61K +40 +118%
CFD
1987
Creative Financial Designs
Indiana
$4.59K -$13K -200 -74%
LA
1988
LM Advisors
California
$4.49K -$282K -4,332 -94%
BT
1989
Banque Transatlantique
France
$4.46K -$42.2K -647 -90%
CRI
1990
Commonwealth Retirement Investments
Virginia
$4.33K +$4.43K +68 New
BHWM
1991
Bay Harbor Wealth Management
Maryland
$4.3K +$1.11K +17 +34%
T
1992
Tidemark
California
$4.21K – – –
CCMW
1993
Cypress Capital Management (Wyoming)
Wyoming
$4.1K – – –
PP
1994
PFS Partners
New Jersey
$4.07K – – –
CWP
1995
Clark Wealth Partners
Illinois
$3.81K – – –
CWM
1996
Cranbrook Wealth Management
Michigan
$3.63K +$130 +2 +4%
PK
1997
Pflug Koory
Nebraska
$3.38K – – –
SIS
1998
Strategic Investment Solutions
Illinois
$3.21K +$2.54K +39 +355%
DPW
1999
DiNuzzo Private Wealth
Pennsylvania
$3.19K -$1.3K -20 -29%
B
2000
Bayban
Minnesota
$3.19K +$3.26K +50 New
78 79
80
81 82