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Name Holding Trade Value Shares
Change
Change in
Stake
APW
1976
Aventura Private Wealth
Florida
$1.44M +$75.5K +186 +7%
AWM
1977
Ariadne Wealth Management
California
$1.44M +$79.9K +197 +7%
UAG
1978
United Advisor Group
Ohio
$1.44M +$63.3K +156 +5%
OMC
1979
Oasis Management Company
Cayman Islands
$1.43M
IAS
1980
Integrity Advisory Solutions
Texas
$1.43M +$267K +657 +28%
CWG
1981
Cornerstone Wealth Group
North Carolina
$1.43M +$281K +692 +30%
BB
1982
Burford Brothers
Texas
$1.43M +$21.9K +54 +2%
PSP
1983
Principal Street Partners
Tennessee
$1.43M +$460K +1,134 +61%
PCMNC
1984
Piedmont Capital Management (North Carolina)
North Carolina
$1.42M +$49.5K +122 +4%
LWM
1985
Lionsbridge Wealth Management
Florida
$1.42M -$73.9K -182 -6%
AWM
1986
Avior Wealth Management
Nebraska
$1.42M -$2.46M -6,056 -67%
HFS
1987
Hoge Financial Services
Pennsylvania
$1.42M +$2.44K +6 +0.2%
FSA
1988
Fort Sheridan Advisors
Illinois
$1.42M
FMWA
1989
Forvis Mazars Wealth Advisors
Missouri
$1.42M +$69K +170 +6%
WPWM
1990
Western Pacific Wealth Management
Illinois
$1.41M
KP
1991
Keel Point
Alabama
$1.41M -$80.3K -198 -6%
LI
1992
LVZ Inc
Michigan
$1.41M +$21.9K +54 +2%
PCP
1993
Proficio Capital Partners
Massachusetts
$1.41M +$584K +1,439 +95%
EFG
1994
Ethos Financial Group
Pennsylvania
$1.41M +$575K +1,416 +60%
DWM
1995
Ducere Wealth Management
California
$1.41M +$383K +944 +47%
SLG
1996
Sanchez Levi Garrett
$1.41M
AAG
1997
Armstrong Advisory Group
Massachusetts
$1.41M -$19.1K -47 -2%
GBT
1998
Grove Bank & Trust
Florida
$1.41M -$2.84K -7 -0.2%
CPWA
1999
Cerro Pacific Wealth Advisors
California
$1.4M +$43.8K +108 +4%
TAM
2000
Titleist Asset Management
Texas
$1.4M +$143K +353 +14%