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Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1976
Barnes Dennig Private Wealth Management
Ohio
$42.6K +$47.9K +407 New
AW
1977
Avion Wealth
Texas
$42K +$26.9K +229 +129%
FUBT
1978
First United Bank & Trust
Maryland
$41.8K -$497K -4,225 -91%
IWS
1979
Intentional Wealth Strategies
Colorado
$41.3K +$46.5K +395 New
BC
1980
Barrett & Company
Rhode Island
$40.8K – – –
MSG
1981
Main Street Group
Virginia
$40.3K +$45.3K +385 New
ACA
1982
Atlas Capital Advisors
Wyoming
$40.3K +$44.1K +375 +3,750%
SGFG
1983
Silver Grove Financial Group
New York
$39.2K +$44.1K +375 New
WAG
1984
Wilkerson Advisory Group
Missouri
$38.4K -$319K -2,712 -88%
WG
1985
Wellington Group
Indiana
$38.4K -$11.5K -98 -21%
TGY2IT
1986
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$38.4K +$43.2K +367 New
JGCM
1987
Joseph Group Capital Management
Ohio
$38.3K +$33.2K +282 +336%
DCM
1988
Disciplina Capital Management
Tennessee
$37.6K – – –
SWIM
1989
Smallwood Wealth Investment Management
New Jersey
$37.6K +$11.8K +100 +38%
CA
1990
Centerpoint Advisors
Massachusetts
$37K – – –
BLC
1991
Brown, Lisle/Cummings
Rhode Island
$36.9K +$13.8K +117 +50%
SC
1992
Solstein Capital
California
$36.6K -$14.1K -120 -26%
KAS
1993
Kemnay Advisory Services
New York
$36.3K -$8K -68 -16%
NWM
1994
Nova Wealth Management
Florida
$35.1K +$22.7K +193 +135%
MFC
1995
Mechanics Financial Corp
Ohio
$35K – – –
PGAM
1996
Princeton Global Asset Management
New Jersey
$34.5K -$8.82K -75 -19%
BG
1997
Bollard Group
Massachusetts
$34K -$25.3K -215 -40%
PF
1998
PlanVest Financial
Maryland
$33.9K +$38.1K +324 New
ACM
1999
Anfield Capital Management
California
$33.5K +$37.6K +320 New
NEWAS
2000
N.E.W. Advisory Services
Wisconsin
$32.9K – – –
78 79
80
81 82