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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1976
Semmax Financial Advisors
North Carolina
$3.29K – – –
Kayne Anderson Rudnick Investment Management
1977
Kayne Anderson Rudnick Investment Management
California
$3.14K +$2.35K +28 +350%
EFP
1978
EnRich Financial Partners
Wisconsin
$2.99K – – –
CA
1979
Crewe Advisors
Utah
$2.9K -$35.5K -422 -93%
TC
1980
Trust Company
Kansas
$2.73K – – –
CAC
1981
Core Alternative Capital
Georgia
$2.65K – – –
CWM
1982
Cranbrook Wealth Management
Michigan
$2.56K – – –
PS
1983
PayPay Securities
Japan
$2.56K +$252 +3 +11%
CIAS
1984
CBIZ Investment Advisory Services
Ohio
$2.56K +$1.93K +23 +329%
PWA
1985
Principia Wealth Advisory
Texas
$2.39K +$2.35K +28 New
VWA
1986
Valued Wealth Advisors
Utah
$2.22K -$420 -5 -16%
LIA
1987
Luken Investment Analytics
Tennessee
$2.13K – – –
WW
1988
Winnow Wealth
Texas
$2.01K +$2.02K +24 New
ECM
1989
Estabrook Capital Management
New York
$1.79K -$50.4K -600 -97%
CFS
1990
CGC Financial Services
Oregon
$1.71K -$420 -5 -20%
SJIM
1991
St. Johns Investment Management
Florida
$1.45K – – –
PWM
1992
Parkworth Wealth Management
California
$1.45K +$1.43K +17 New
RAM
1993
Riggs Asset Management
Pennsylvania
$1.37K – – –
GFL
1994
Granite FO LLC
New Hampshire
$1.37K – – –
DFA
1995
DHJJ Financial Advisors
Illinois
$1.11K – – –
AP
1996
Aspect Partners
Virginia
$1.02K -$8.41K -100 -89%
JFG
1997
JDM Financial Group
Texas
$1.02K – – –
WTFG
1998
Wood Tarver Financial Group
Idaho
$1K +$1.93K +23 New
NS
1999
NBC Securities
Alabama
$953 -$930K -11,061 -100%
RDFA
2000
Ritter Daniher Financial Advisory
Ohio
$854 – – –