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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1976
Pin Oak Investment Advisors
Texas
$17K – – –
JPLA
1977
Joseph P. Lucia & Associates
New York
$17K +$15.3K +233 New
AWM
1978
Atticus Wealth Management
Florida
$16K +$66 +1 +0.5%
FMP
1979
Financial Management Professionals
Texas
$16K +$263 +4 +2%
WLPWM
1980
Walled Lake Planning & Wealth Management
Illinois
$15K -$2.83K -43 -17%
CCM
1981
Cribstone Capital Management
Maine
$15K – – –
PCFFS
1982
Pacific Center for Financial Services
California
$15K – – –
RBC
1983
Roble Belko & Company
Pennsylvania
$15K – – –
RAM
1984
Riggs Asset Management
Pennsylvania
$14K -$181K -2,751 -93%
GSAM
1985
Grant Street Asset Management
Pennsylvania
$14K +$12.5K +190 New
HFA
1986
Hoover Financial Advisors
Pennsylvania
$14K +$12.5K +190 New
PWA
1987
Phoenix Wealth Advisors
North Carolina
$14K +$13.1K +200 New
LWA
1988
Lowe Wealth Advisors
Maryland
$13K – – –
EWA
1989
Evolution Wealth Advisors
Florida
$13K +$4.8K +73 +65%
RG
1990
Retirement Group
California
$12K -$2.83K -43 -19%
HCM
1991
Horrell Capital Management
Arkansas
$12K – – –
MAM
1992
McCarthy Asset Management
California
$12K +$10.7K +163 New
FPW
1993
Flagship Private Wealth
Massachusetts
$11K +$11K +168 New
DI
1994
Disciplined Investments
Oklahoma
$11K – – –
PFA
1995
Professional Financial Advisors
Nebraska
$10K – – –
PCA
1996
Providence Capital Advisors
North Carolina
$9K +$7.1K +108 +568%
MS
1997
Mizuho Securities
Japan
$8K -$25.8K -393 -79%
GG
1998
Gleason Group
Kentucky
$8K +$66 +1 +0.9%
DWMG
1999
DB Wealth Management Group
California
$8K +$6.97K +106 New
IA
2000
Inspire Advisors
Idaho
$8K +$7.3K +111 New
78 79
80
81 82