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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1976
IMG Wealth Management
Florida
$12.7K – – –
NSIM
1977
North Star Investment Management
Illinois
$12.7K – – –
MAFA
1978
MJT & Associates Financial Advisory
Minnesota
$11.2K +$5.36K +10 +77%
MSG
1979
Main Street Group
Virginia
$11.2K – – –
AS
1980
Altshuler Shaham
Israel
$11.2K +$3.21K +6 +35%
CMA
1981
Cedar Mountain Advisors
Oregon
$10.7K – – –
MPW
1982
MASECO Private Wealth
$10.3K – – –
RS
1983
Rakuten Securities
Japan
$10.2K +$9.64K +18 +600%
BHWM
1984
Beaird Harris Wealth Management
Texas
$9.73K +$1.07K +2 +11%
BI
1985
Binnacle Investments
Iowa
$9.73K – – –
TC
1986
Tacita Capital
Ontario, Canada
$9.73K +$10.7K +20 New
DPW
1987
DiNuzzo Private Wealth
Pennsylvania
$9.32K – – –
CWM
1988
Copia Wealth Management
Oregon
$9.25K – – –
AEPWM
1989
Atlantic Edge Private Wealth Management
Florida
$8.76K – – –
GCM
1990
Gables Capital Management
Florida
$8.76K – – –
HWA
1991
Heritage Wealth Advisors
Virginia
$8.76K – – –
CTB
1992
Country Trust Bank
Illinois
$8.76K +$535 +1 +6%
BLC
1993
Brown, Lisle/Cummings
Rhode Island
$8.27K – – –
LFASL
1994
Lugano Financial Advisors SA (LFA)
Switzerland
$8.27K – – –
CWP
1995
Clark Wealth Partners
Illinois
$7.84K +$8.03K +15 New
HIA
1996
HFM Investment Advisors
New Jersey
$7.79K – – –
AIP
1997
Alexis Investment Partners
Texas
$7.79K +$8.57K +16 New
FPB
1998
First PREMIER Bank
South Dakota
$7K – – –
QWM
1999
Quaker Wealth Management
New Jersey
$6.81K -$107K -199 -93%
CFD
2000
Creative Financial Designs
Indiana
$6.81K -$7.5K -14 -50%
78 79
80
81 82