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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1976
SlateStone Wealth
Florida
$409K +$85.4K +461 +34%
RFA
1977
Register Financial Advisors
Georgia
$409K +$28.9K +156 +9%
JIP
1978
Jaffetilchin Investment Partners
Florida
$408K +$27.6K +149 +9%
SAM
1979
Stansberry Asset Management
Texas
$408K
TWM
1980
Triton Wealth Management
Arizona
$408K +$313K +1,687 New
RSWM
1981
Robertson Stephens Wealth Management
California
$405K -$44.5K -240 -12%
TWP
1982
Tower Wealth Partners
Pennsylvania
$405K +$13.7K +74 +4%
DOA
1983
D'Orazio & Associates
Virginia
$404K -$64.7K -349 -16%
MCP
1984
Mirador Capital Partners
California
$404K +$8.34K +45 +3%
WJA
1985
Willis Johnson & Associates
Texas
$402K +$15.6K +84 +5%
CFG
1986
Certior Financial Group
Pennsylvania
$401K +$1.85K +10 +0.6%
SWM
1987
Silverlake Wealth Management
Vermont
$401K +$926 +5 +0.3%
FAM
1988
Formidable Asset Management
Ohio
$400K
BFF
1989
Byrne Financial Freedom
Massachusetts
$399K +$3.71K +20 +1%
KIM
1990
Kestra Investment Management
Texas
$398K -$70.8K -382 -18%
NG
1991
Novem Group
New York
$397K +$371 +2 +0.1%
SWA
1992
SFMG Wealth Advisors
Texas
$397K +$96.3K +520 +42%
CAS
1993
Coppell Advisory Solutions
Texas
$397K +$2.96K +16 +0.9%
WWMSC
1994
Wagner Wealth Management (South Carolina)
South Carolina
$396K +$2.04K +11 +0.6%
IPW
1995
Intergy Private Wealth
Colorado
$396K +$324K +1,748 New
CIEC
1996
Crédit Industriel et Commercial
France
$395K -$949K -5,123 -75%
FM
1997
Foster & Motley
Ohio
$394K +$1.67K +9 +0.5%
SF
1998
Symphony Financial
Texas
$394K +$350K +1,890 New
1SB
1999
1ST Source Bank
Indiana
$394K +$31.1K +168 +11%
IA
2000
Insight Advisors
Pennsylvania
$391K -$6.48K -35 -2%