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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1976
Generation Capital Management
New York
$1.84M +$509K +1,149 +39%
AP
1977
Advisors Preferred
Maryland
$1.84M
APW
1978
Aventura Private Wealth
Florida
$1.84M +$24.8K +56 +1%
PCWA
1979
Pacific Capital Wealth Advisors
California
$1.84M +$402K +906 +28%
LW
1980
Linscomb Wealth
Texas
$1.84M -$69.6K -157 -4%
RFA
1981
ROI Financial Advisors
Oregon
$1.83M -$1.77K -4 -0.1%
SFGP
1982
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.83M +$404K +911 +29%
V
1983
ViaWealth
Kansas
$1.82M -$58.5K -132 -3%
FPCP
1984
Fort Point Capital Partners
California
$1.82M -$3.1K -7 -0.2%
MWM
1985
Marietta Wealth Management
Georgia
$1.82M +$251K +566 +16%
GFA
1986
Gallagher Fiduciary Advisors
Illinois
$1.82M -$3.55K -8 -0.2%
LA
1987
Lifeworks Advisors
Michigan
$1.82M -$28.8K -65 -2%
BOPW
1988
Brandywine Oak Private Wealth
Pennsylvania
$1.82M +$5.76K +13 +0.3%
EI
1989
Ellevest Inc
New York
$1.82M +$75.8K +171 +4%
AG
1990
Advocate Group
Minnesota
$1.82M
OL
1991
Owen LaRue
Kentucky
$1.81M +$77.1K +174 +5%
GCM
1992
Genus Capital Management
British Columbia, Canada
$1.81M -$1.99M -4,500 -53%
SFG
1993
SNS Financial Group
Minnesota
$1.81M -$70K -158 -4%
PFM
1994
Phillips Financial Management
Indiana
$1.81M +$6.21K +14 +0.3%
BMC
1995
Beaton Management Company
Massachusetts
$1.81M -$18.6K -42 -1%
CVA
1996
Central Valley Advisors
California
$1.8M
RA
1997
Resolute Advisors
California
$1.8M -$63.8K -144 -3%
CL
1998
CVFG LLC
Indiana
$1.8M +$7.54K +17 +0.4%
LSA
1999
Lansing Street Advisors
Pennsylvania
$1.8M -$3.55K -8 -0.2%
NDBT
2000
North Dallas Bank & Trust
Texas
$1.8M +$1.77M +4,002 New