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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1976
Barrett & Company
Rhode Island
$50.2K – – –
AWM
1977
Abound Wealth Management
Tennessee
$48.8K -$9.64K -50 -14%
RWS
1978
Retirement Wealth Solutions
Wisconsin
$48.6K -$964 -5 -2%
PCTC
1979
Perkins Coie Trust Company
Washington
$48.6K +$58.8K +305 New
API
1980
Asset Planning Inc
California
$47.8K – – –
GFPC
1981
Global Financial Private Client
Florida
$47.8K +$54.9K +285 +1,900%
SO
1982
Sierra Ocean
California
$47K +$6.75K +35 +13%
SIC
1983
SJS Investment Consulting
Ohio
$46.2K -$120K -620 -68%
FWA
1984
FSC Wealth Advisors
New York
$45.4K -$1.93K -10 -3%
AW
1985
Avion Wealth
Texas
$44K – – –
CCG
1986
Ceeto Capital Group
Florida
$42K – – –
S
1987
Sachetta
Massachusetts
$40.6K -$2.89K -15 -6%
AWM
1988
Accredited Wealth Management
Kentucky
$39.8K – – –
ACA
1989
American Capital Advisory
Idaho
$39.8K – – –
OSNBOA
1990
Old Second National Bank of Aurora
Illinois
$39.8K – – –
SFCL
1991
Strengthening Families & Communities LLC
Massachusetts
$39.8K – – –
SWIM
1992
Smallwood Wealth Investment Management
New Jersey
$39.8K +$48.2K +250 New
FMP
1993
Financial Management Professionals
Texas
$39K -$19.3K -100 -29%
IRAG
1994
Investment Research & Advisory Group
Georgia
$39K – – –
LAMC
1995
Longview Asset Management (California)
California
$39K – – –
DJSG
1996
D.J. St. Germain
Massachusetts
$39K +$18.3K +95 +63%
BLC
1997
Brown, Lisle/Cummings
Rhode Island
$37.4K +$2.89K +15 +7%
OC
1998
Oakworth Capital
Alabama
$37.4K +$2.89K +15 +7%
PWMG
1999
Prestige Wealth Management Group
New Jersey
$35.8K – – –
PWMG
2000
Private Wealth Management Group
New Jersey
$35.8K – – –
78 79
80
81 82