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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1976
Davidson Capital Management
Texas
$2.28K -$480 -6 -16%
TAM
1977
Tucker Asset Management
Colorado
$2.19K
PLU
1978
Performa Ltd (US)
South Carolina
$2.14K +$400 +5 +20%
SC
1979
Sierra Capital
Florida
$2K -$5.28K -66 -73%
GKIM
1980
GW&K Investment Management
Massachusetts
$2K -$2K -25 -43%
HWM
1981
Horizons Wealth Management
North Carolina
$2K
KFP
1982
KB Financial Partners
New Jersey
$2K
LFA
1983
Level Financial Advisors
New York
$2K
PFG
1984
Piershale Financial Group
Illinois
$1.85K +$2.08K +26 New
DI
1985
Disciplined Investments
Oklahoma
$1.78K -$3.6K -45 -64%
CAS
1986
Coppell Advisory Solutions
Texas
$1.78K +$2K +25 New
CASC
1987
Coppell Advisory Solutions Corp
Texas
$1.78K +$2K +25 New
LIA
1988
Luken Investment Analytics
Tennessee
$1.78K +$2K +25 New
RF
1989
Robbins Farley
New Hampshire
$1.78K +$2K +25 New
WBC
1990
West Branch Capital
Massachusetts
$1.78K -$689K -8,614 -100%
LG
1991
LAM Group
Oregon
$1.28K +$1.44K +18 New
CWA
1992
Carolina Wealth Advisors
South Carolina
$1K
HFS
1993
HBC Financial Services
Washington
$1K
TFA
1994
Transamerica Financial Advisors
Florida
$1K +$640 +8 New
SJIM
1995
St. Johns Investment Management
Florida
$783
BCH
1996
Berkshire Capital Holdings
California
$712
RDFA
1997
Ritter Daniher Financial Advisory
Ohio
$712
WA
1998
WestEnd Advisors
North Carolina
$570 -$4.16K -52 -87%
TWD
1999
True Wealth Design
Ohio
$499 +$560 +7 New
DWA
2000
Delos Wealth Advisors
Texas
$427