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Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
1976
Baron Silver Stevens Financial Advisors
Florida
$1.54M -$94.7K -273 -7%
TA
1977
TKG Advisors
Indiana
$1.54M +$25.3K +73 +2%
SPI
1978
Strategic Planning Inc
Ohio
$1.54M +$4.16K +12 +0.3%
WPC
1979
White Pine Capital
Minnesota
$1.54M +$13.2K +38 +1%
GLF
1980
Groupe la Francaise
France
$1.54M +$1.4M +4,038 +13,460%
WMWM
1981
Whitaker-Myers Wealth Managers
Ohio
$1.53M -$96.1K -277 -7%
CFA
1982
Camarda Financial Advisors
Florida
$1.53M +$1.19M +3,441 New
RCA
1983
Roberts Capital Advisors
Colorado
$1.53M -$2.76M -7,950 -70%
PCM
1984
Prelude Capital Management
New York
$1.53M -$12.9M -37,085 -92%
GS
1985
GWN Securities
Florida
$1.53M -$772K -2,226 -40%
TCM
1986
Triumph Capital Management
Colorado
$1.53M -$593K -1,710 -33%
WDG
1987
Wealth Dimensions Group
Ohio
$1.53M -$104K -300 -8%
GCM
1988
G2 Capital Management
Ohio
$1.53M +$132K +381 +12%
KWM
1989
KFG Wealth Management
Indiana
$1.52M -$20.1K -58 -2%
DIA
1990
Dana Investment Advisors
Wisconsin
$1.52M -$34.7K -100 -3%
RDFA
1991
Ritter Daniher Financial Advisory
Ohio
$1.52M +$169K +486 +17%
JAG
1992
Journey Advisory Group
Kentucky
$1.52M +$8.67K +25 +0.7%
PTC
1993
Philadelphia Trust Company
Pennsylvania
$1.52M +$354K +1,020 +43%
JTWM
1994
Jackson Thornton Wealth Management
Alabama
$1.52M +$493K +1,421 +70%
RW
1995
REDW Wealth
New Mexico
$1.51M +$4.51K +13 +0.4%
RC
1996
Rovin Capital
Arizona
$1.51M +$44.7K +129 +4%
BIS
1997
BG Investment Services
Guam
$1.51M +$262K +754 +29%
SRA
1998
Secured Retirement Advisors
Minnesota
$1.51M -$385K -1,110 -25%
MFG
1999
Menard Financial Group
Texas
$1.5M -$399K -1,151 -25%
SGAM
2000
Smith Group Asset Management
Texas
$1.5M -$439K -1,265 -27%