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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1976
Engrave Wealth Partners
Texas
$56K +$5.94K +43 +15%
AIC
1977
Ayalon Insurance Company
Israel
$55K
GFPC
1978
Global Financial Private Client
Florida
$53.4K -$16.4K -119 -28%
TI
1979
Truehand Inc
New Hampshire
$52K
AFS
1980
Aft Forsyth & Sober
Florida
$52K +$41.5K +300 New
AAIM
1981
Asset Advisors Investment Management
Georgia
$52K +$41.5K +300 New
SFPG
1982
Stonebridge Financial Planning Group
Florida
$49K
CFN
1983
Cordasco Financial Network
Florida
$47K
PW
1984
Price Wealth
Texas
$46K -$55.1K -399 -60%
SWM
1985
Sugarloaf Wealth Management
Georgia
$46K
CB
1986
Community Bank
New York
$44K
ICM
1987
Islay Capital Management
Texas
$44K
VNA
1988
Valley National Advisers
Pennsylvania
$43K +$7.19K +52 +27%
SSWG
1989
Seven Springs Wealth Group
Tennessee
$42K
BWA
1990
BDO Wealth Advisors
Florida
$41K -$23.9K -173 -42%
MWP
1991
Meridian Wealth Partners
Pennsylvania
$41K
LCM
1992
Laurion Capital Management
New York
$39K -$453K -3,276 -94%
SC
1993
SouthState Corp
Florida
$39K -$30.4K -220 -49%
HWM
1994
HighMark Wealth Management
Minnesota
$36K
WR
1995
Watson Rebecca
$36K +$28.5K +206 New
OIA
1996
Optimum Investment Advisors
Illinois
$35K +$21.4K +155 +344%
LF
1997
Lee Financial
Texas
$35K +$27.6K +200 New
LAS
1998
Lloyd Advisory Services
Georgia
$35K +$27.6K +200 New
TCM
1999
TD Capital Management
Tennessee
$34K
LWM
2000
Liberty Wealth Management
California
$31K -$8.98K -65 -27%