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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
1976
Quest 10 Wealth Builders
Virginia
$15.6K – – –
HNW
1977
High Note Wealth
Minnesota
$15.3K -$1.5K -3 -9%
CFD
1978
Creative Financial Designs
Indiana
$14.8K -$16.5K -33 -54%
TCM
1979
Traub Capital Management
Massachusetts
$14.8K +$14K +28 New
AG
1980
AmeriFlex Group
Nevada
$14.5K +$4.99K +10 +56%
CAM
1981
Creekmur Asset Management
Illinois
$14.3K +$13.5K +27 New
MFT
1982
Moisand Fitzgerald Tamayo
Florida
$14.2K – – –
NSIM
1983
North Star Investment Management
Illinois
$13.7K – – –
IWM
1984
IMG Wealth Management
Florida
$13.7K +$13K +26 New
GWM
1985
Gitterman Wealth Management
New Jersey
$13.2K -$230K -460 -95%
FIM
1986
FWL Investment Management
Texas
$13.2K – – –
MSG
1987
Main Street Group
Virginia
$12.1K – – –
BFS
1988
Bare Financial Services
Pennsylvania
$12.1K +$8.48K +17 +283%
CMA
1989
Cedar Mountain Advisors
Oregon
$11.6K – – –
CJH
1990
Christopher J. Hasenberg
Wisconsin
$11.6K – – –
MPW
1991
MASECO Private Wealth
$11.2K +$10.5K +21 New
PA
1992
Pineridge Advisors
Missouri
$11.1K – – –
BI
1993
Binnacle Investments
Iowa
$10.5K +$2.5K +5 +33%
SL
1994
Salomon & Ludwin
Virginia
$10.5K – – –
CWM
1995
Copia Wealth Management
Oregon
$10K – – –
AEPWM
1996
Atlantic Edge Private Wealth Management
Florida
$9.49K – – –
BHWM
1997
Beaird Harris Wealth Management
Texas
$9.49K +$2K +4 +29%
WCM
1998
WealthTrak Capital Management
Virginia
$9.49K +$2.5K +5 +38%
GCM
1999
Gables Capital Management
Florida
$9.49K – – –
HWA
2000
Heritage Wealth Advisors
Virginia
$9.49K – – –
78 79
80
81 82