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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1976
CBIZ Investment Advisory Services
Ohio
$34K +$9.94K +138 +42%
RCA
1977
Runnymede Capital Advisors
Ohio
$33.9K – – –
SWIM
1978
Smallwood Wealth Investment Management
New Jersey
$33.9K +$33.5K +465 New
OWP
1979
ORG Wealth Partners
Texas
$32.9K +$27.4K +381 +544%
GI
1980
GS Investments
Minnesota
$32.8K – – –
BLC
1981
Brown, Lisle/Cummings
Rhode Island
$31.8K +$2.67K +37 +9%
NWM
1982
Nova Wealth Management
Florida
$31.3K +$9.01K +125 +41%
CWC
1983
Carolinas Wealth Consulting
North Carolina
$31.1K +$14.4K +200 +88%
RA
1984
Ransom Advisory
Rhode Island
$31K – – –
AWM
1985
Abound Wealth Management
Tennessee
$30.8K -$6.84K -95 -18%
MA
1986
MCF Advisors
Kentucky
$30.7K -$3.24K -45 -10%
RF
1987
Roxbury Financial
New Jersey
$30.6K – – –
HC
1988
Hurley Capital
New York
$30.5K -$43.2K -600 -59%
SS
1989
Sunbelt Securities
Texas
$29.9K +$2.67K +37 +10%
TC
1990
Truvestments Capital
Florida
$29.7K +$24.4K +339 +499%
PCTC
1991
Perkins Coie Trust Company
Washington
$29.6K +$22K +306 +306%
PAG
1992
Paladin Advisory Group
Iowa
$29.1K – – –
AG
1993
AmeriFlex Group
Nevada
$29.1K +$14.4K +200 +100%
GWSG
1994
GPS Wealth Strategies Group
Colorado
$28.9K +$21.5K +299 +305%
VFM
1995
Vision Financial Markets
Connecticut
$27K +$26.7K +370 New
KA
1996
Kozak & Associates
Colorado
$26.8K +$16.1K +223 +156%
TCOV
1997
Trust Company of Vermont
Vermont
$26.7K – – –
NWMP
1998
Noble Wealth Management PBC
Colorado
$26.6K +$26.3K +365 New
GIA
1999
GHP Investment Advisors
Colorado
$26.1K -$9.15K -127 -26%
AW
2000
Avion Wealth
Texas
$26K – – –
78 79
80
81 82