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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1976
CKW Financial Group
Hawaii
$146K – – –
W
1977
WealthCollab
Washington
$145K +$33.6K +197 +31%
MSFP
1978
Mark Sheptoff Financial Planning
Connecticut
$140K -$29.8K -175 -18%
NI
1979
NCP Inc
California
$139K +$136K +800 New
HCP
1980
Hexagon Capital Partners
Arkansas
$138K – – –
AWM
1981
Atticus Wealth Management
Florida
$135K – – –
KFI
1982
Key Financial Inc
Pennsylvania
$127K – – –
NPP
1983
New Potomac Partners
Maryland
$126K +$124K +725 New
CWP
1984
Concord Wealth Partners
Virginia
$125K +$62.2K +365 +104%
WI
1985
Wintrust Investments
Illinois
$123K -$1.07M -6,307 -90%
NL
1986
NKCFO LLC
Illinois
$122K -$699K -4,100 -85%
ITIM
1987
Indiana Trust & Investment Management
Indiana
$119K – – –
RA
1988
Ransom Advisory
Rhode Island
$110K – – –
BCP
1989
Blue Chip Partners
Michigan
$106K +$104K +608 New
JIP
1990
Jaffetilchin Investment Partners
Florida
$102K +$100K +588 New
FFA
1991
Frazier Financial Advisors
Ohio
$101K -$60K -352 -38%
DP
1992
Denver PWM
Colorado
$97.4K -$14K -82 -13%
CTWM
1993
Cherry Tree Wealth Management
Minnesota
$96K – – –
T
1994
Tidemark
California
$90.3K +$170 +1 +0.2%
SIS
1995
Sound Income Strategies
Florida
$89.8K – – –
CCC
1996
Chelsea Counsel Company
California
$87.1K +$17K +100 +25%
CWM
1997
CarsonAllaria Wealth Management
Illinois
$86.8K – – –
PP
1998
Pingora Partners
Wyoming
$86.8K – – –
PH
1999
Pinnacle Holdings
Oklahoma
$86.8K – – –
WOSD
2000
WFA of San Diego
California
$82.7K – – –