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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1976
Hazlett, Burt & Watson
West Virginia
$22K +$152 +1 +0.8%
LOIM
1977
Liberty One Investment Management
Illinois
$21.2K – – –
WAG
1978
Wiser Advisor Group
Arizona
$20.7K – – –
TC
1979
Truvestments Capital
Florida
$20.4K – – –
PAI
1980
Pittenger & Anderson Inc
Nebraska
$18.6K -$15.4K -101 -49%
FFL
1981
Financial Freedom LLC
Ohio
$18.4K +$152 +1 +1%
WIA
1982
Wetzel Investment Advisors
Indiana
$18.3K – – –
WFA
1983
West Financial Advisors
Iowa
$18.3K – – –
TVWM
1984
Tower View Wealth Management
Wisconsin
$17.8K -$4.41K -29 -22%
FFWA
1985
FRG Family Wealth Advisors
Washington
$17.5K +$16.6K +109 New
VL
1986
Vima LLC
Michigan
$17.2K – – –
CWM
1987
Cedar Wealth Management
California
$17.2K +$14.8K +97 New
CAM
1988
Creekmur Asset Management
Illinois
$17K +$3.19K +21 +28%
TAM
1989
Tucker Asset Management
Colorado
$16.8K +$14.5K +95 New
RWM
1990
Raffa Wealth Management
District of Columbia
$16.1K – – –
AF
1991
Arrow Financial
New York
$15.2K -$12.2K -80 -48%
WWM
1992
Wolff Wiese Magana
California
$15.1K – – –
GFPC
1993
Global Financial Private Client
Florida
$14.4K -$1.06K -7 -8%
SFCL
1994
Strengthening Families & Communities LLC
Massachusetts
$14K -$22.7K -149 -66%
IWP
1995
IAG Wealth Partners
Wisconsin
$14K – – –
LFA
1996
Legend Financial Advisors
Pennsylvania
$14K – – –
KFP
1997
Keener Financial Planning
Texas
$14K +$11.6K +76 New
RS
1998
Rakuten Securities
Japan
$13.8K -$19.2K -126 -62%
BFS
1999
Burkett Financial Services
South Carolina
$13K +$152 +1 +1%
CFS
2000
CGC Financial Services
Oregon
$12.9K – – –