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Name Holding Trade Value Shares
Change
Change in
Stake
RIP
1976
RAM Investment Partners
Washington
$165K +$9.43K +643 +6%
BONH
1977
Bank of New Hampshire
New Hampshire
$164K -$1.03K -70 -0.6%
FBFS
1978
First Business Financial Services
Wisconsin
$164K -$44.9K -3,065 -22%
FWM
1979
FSA Wealth Management
Massachusetts
$163K -$1.08K -74 -0.7%
CPC
1980
Consolidated Planning Corp
Georgia
$163K +$454 +31 +0.3%
MFT
1981
Moisand Fitzgerald Tamayo
Florida
$163K +$3.63K +248 +2%
PFA
1982
Professional Financial Advisors
Nebraska
$163K +$4.94K +337 +3%
NF
1983
Norwood Financial
Pennsylvania
$163K -$60K -4,096 -27%
AWC
1984
Adamsbrown Wealth Consultants
Kansas
$162K +$4.46K +304 +3%
PA
1985
Perennial Advisors
New York
$162K
EWA
1986
EverSource Wealth Advisors
Alabama
$162K +$26.4K +1,803 +20%
MIA
1987
MainStreet Investment Advisors
Illinois
$162K -$37.9K -2,584 -19%
MBTD
1988
Mechanics Bank - Trust Department
California
$161K -$536K -36,535 -77%
LFG
1989
Lockerman Financial Group
California
$161K +$157K +10,717 New
ITIM
1990
Indiana Trust & Investment Management
Indiana
$161K
PFA
1991
Pettinga Financial Advisors
Indiana
$161K -$528 -36 -0.3%
FS
1992
Ferguson Shapiro
Georgia
$161K +$157K +10,698 New
SMA
1993
Seven Mile Advisory
New Jersey
$160K +$156K +10,676 New
HWMG
1994
Hurlow Wealth Management Group
Indiana
$160K -$10.1K -689 -6%
EA
1995
Ellsworth Advisors
Ohio
$160K +$2.89K +197 +2%
HBW
1996
Hazlett, Burt & Watson
West Virginia
$160K +$2.84K +194 +2%
TLP
1997
Trinity Legacy Partners
Texas
$160K -$56.6K -3,860 -27%
EWM
1998
Endowment Wealth Management
Wisconsin
$160K +$156K +10,635 New
IIA
1999
Integral Investment Advisors
California
$160K -$2.39K -163 -2%
RPCONE
2000
Retirement Planning Company of New England
Rhode Island
$160K -$104K -7,102 -40%