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Name Holding Trade Value Shares
Change
Change in
Stake
FP
1976
Financial Perspectives
Minnesota
$986K +$575 +12 +0.1%
PP
1977
PDS Planning
Ohio
$984K +$28.1K +586 +3%
IWA
1978
Icon Wealth Advisors
Texas
$983K +$38.3K +798 +4%
VFA
1979
Voya Financial Advisors
Connecticut
$980K -$58K -1,210 -6%
OA
1980
Oxbow Advisors
Texas
$979K +$192 +4 +0%
RIG
1981
Renaissance Investment Group
Massachusetts
$978K -$113K -2,354 -11%
LCM
1982
Leisure Capital Management
California
$974K -$4.79K -100 -0.5%
BIP
1983
Blueprint Investment Partners
North Carolina
$973K +$910K +18,983 New
CFG
1984
Cooper Financial Group
California
$972K +$30.3K +633 +3%
HA
1985
Harbor Advisors
Florida
$972K
NL
1986
NVWM LLC
Pennsylvania
$965K -$7.24K -151 -0.8%
F
1987
F3Logic
Minnesota
$965K -$123K -2,559 -12%
GBS
1988
Gallagher Benefit Services
Illinois
$965K +$902K +18,818 New
SBF
1989
Sara-Bay Financial
Florida
$964K
LFG
1990
Larson Financial Group
Missouri
$963K +$194K +4,041 +27%
LCM
1991
LCM Capital Management
Illinois
$962K +$431 +9 +0%
WOC
1992
West Oak Capital
California
$960K
VWMG
1993
Virginia Wealth Management Group
Virginia
$960K -$35.2K -734 -4%
AFA
1994
Arlington Financial Advisors
California
$958K -$62.3K -1,300 -7%
IAP
1995
Indie Asset Partners
Indiana
$958K
CFAM
1996
Center For Asset Management
Florida
$956K +$187K +3,902 +26%
EIP
1997
Ellis Investment Partners
Pennsylvania
$956K -$17.7K -370 -2%
FG
1998
Foster Group
Iowa
$953K -$4.51K -94 -0.5%
SCFS
1999
S.C. Financial Services
Arizona
$953K +$25.1K +524 +3%
WAG
2000
Winthrop Advisory Group
Massachusetts
$952K +$66.4K +1,386 +8%