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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1976
Affinity Capital Advisors
California
$342K +$127K +5,018 +57%
SPC
1977
Spirepoint Private Client
Florida
$342K +$15.9K +628 +5%
OHWP
1978
Oak Harbor Wealth Partners
North Carolina
$341K
ACS
1979
Archford Capital Strategies
Illinois
$341K -$13K -512 -4%
JE
1980
JMAC Enterprises
Pennsylvania
$340K -$26.8K -1,057 -7%
BWP
1981
Baldwin Wealth Partners
Massachusetts
$340K -$38.7K -1,528 -10%
KA
1982
Kercheville Advisors
Texas
$340K -$327K -12,904 -47%
RCM
1983
Raleigh Capital Management
North Carolina
$339K +$5.7K +225 +2%
CFG
1984
Carter Financial Group
Illinois
$339K +$22.9K +905 +7%
GFM
1985
GF Fund Management
China
$339K +$73.3K +2,897 +27%
RA
1986
Riversedge Advisors
Delaware
$339K -$22.8K -900 -6%
IWM
1987
Iams Wealth Management
Nebraska
$339K +$136K +5,365 +65%
AWA
1988
Amplius Wealth Advisors
Pennsylvania
$339K -$44.7K -1,766 -11%
MAG
1989
MRA Advisory Group
New Jersey
$339K -$41.3K -1,630 -11%
SP
1990
Stonebrook Private
Michigan
$339K -$22.6K -891 -6%
PWA
1991
PCG Wealth Advisors
Kansas
$338K -$3.95K -156 -1%
DI
1992
Disciplined Investors
Texas
$338K +$17K +672 +5%
DJYG
1993
David J. Yvars Group
Florida
$338K -$7.01K -277 -2%
SPI
1994
Santori & Peters Inc
Pennsylvania
$338K -$16.5K -653 -5%
VP
1995
Verum Partners
North Carolina
$338K -$9.67K -382 -3%
MLFP
1996
MPS Loria Financial Planners
Illinois
$337K +$40.7K +1,608 +13%
RB
1997
Rodgers Brothers
Pennsylvania
$337K +$2K +79 +0.6%
CPA
1998
Cardiff Park Advisors
California
$337K -$24.9K -982 -7%
HCA
1999
Heck Capital Advisors
Wisconsin
$336K +$342K +13,511 New
BM
2000
Berman McAleer
Maryland
$335K -$126K -4,972 -27%