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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1976
Kelly Financial Services
Massachusetts
$82.2K
AP
1977
Atwood & Palmer
Missouri
$81K -$23.3K -2,000 -25%
EI
1978
Ellevest Inc
New York
$81K +$20K +1,720 +40%
SFPG
1979
Stonebridge Financial Planning Group
Florida
$80K +$11.6K +1,000 +21%
MRCM
1980
M&R Capital Management
New Jersey
$78K
TIM
1981
Thornburg Investment Management
New Mexico
$76K -$65.2K -5,600 -50%
PG
1982
Proffitt & Goodson
Tennessee
$75K -$12.1K -1,040 -16%
HWM
1983
HighMark Wealth Management
Minnesota
$74K +$1.4K +120 +2%
PS
1984
Planned Solutions
California
$70K +$60K +5,160 New
NSB
1985
Norway Savings Bank
Maine
$68K +$34.9K +3,000 +150%
CA
1986
Crewe Advisors
Utah
$67K +$57.2K +4,920 New
C
1987
Cerebellum
California
$67K +$57.7K +4,960 New
AWM
1988
AllSquare Wealth Management
New York
$63K
AIM
1989
Arcadia Investment Management
Michigan
$62K -$45.1K -3,880 -46%
ONST
1990
Old North State Trust
North Carolina
$59K +$50.7K +4,360 New
CWM
1991
Cranbrook Wealth Management
Michigan
$56K
EWM
1992
Edge Wealth Management
New York
$53K -$71.2K -6,120 -61%
CT
1993
Clearstead Trust
Maine
$51K
AWM
1994
Avondale Wealth Management
Texas
$49K +$41.9K +3,600 New
NR
1995
Newfound Research
Massachusetts
$49K +$42.4K +3,640 New
PCWA
1996
Pacific Capital Wealth Advisors
California
$42K +$35.8K +3,080 New
JWM
1997
Janiczek Wealth Management
Colorado
$42K +$36.3K +3,120 New
T2I
1998
Turim 21 Investimentos
Brazil
$42K +$36.3K +3,120 New
YAL
1999
Your Advocates Ltd
Texas
$42K +$36.3K +3,120 New
AFS
2000
Aft Forsyth & Sober
Florida
$41K -$46.5K -4,000 -57%