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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
1976
Mechanics Financial Corp
Ohio
$53.3K +$64.6K +335 New
AWM
1977
AllSquare Wealth Management
New York
$50.2K – – –
BC
1978
Barrett & Company
Rhode Island
$50.2K – – –
AWM
1979
Abound Wealth Management
Tennessee
$48.8K -$9.64K -50 -14%
RWS
1980
Retirement Wealth Solutions
Wisconsin
$48.6K -$964 -5 -2%
PCTC
1981
Perkins Coie Trust Company
Washington
$48.6K +$58.8K +305 New
API
1982
Asset Planning Inc
California
$47.8K – – –
GFPC
1983
Global Financial Private Client
Florida
$47.8K +$54.9K +285 +1,900%
SO
1984
Sierra Ocean
California
$47K +$6.75K +35 +13%
SIC
1985
SJS Investment Consulting
Ohio
$46.2K -$120K -620 -68%
FWA
1986
FSC Wealth Advisors
New York
$45.4K -$1.93K -10 -3%
AW
1987
Avion Wealth
Texas
$44K – – –
CCG
1988
Ceeto Capital Group
Florida
$42K – – –
S
1989
Sachetta
Massachusetts
$40.6K -$2.89K -15 -6%
AWM
1990
Accredited Wealth Management
Kentucky
$39.8K – – –
ACA
1991
American Capital Advisory
Idaho
$39.8K – – –
OSNBOA
1992
Old Second National Bank of Aurora
Illinois
$39.8K – – –
SFCL
1993
Strengthening Families & Communities LLC
Massachusetts
$39.8K – – –
SWIM
1994
Smallwood Wealth Investment Management
New Jersey
$39.8K +$48.2K +250 New
FMP
1995
Financial Management Professionals
Texas
$39K -$19.3K -100 -29%
IRAG
1996
Investment Research & Advisory Group
Georgia
$39K – – –
LAMC
1997
Longview Asset Management (California)
California
$39K – – –
DJSG
1998
D.J. St. Germain
Massachusetts
$39K +$18.3K +95 +63%
BLC
1999
Brown, Lisle/Cummings
Rhode Island
$37.4K +$2.89K +15 +7%
OC
2000
Oakworth Capital
Alabama
$37.4K +$2.89K +15 +7%
78 79
80
81 82