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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1976
Certified Advisory Corp
Florida
$21.1M -$49.5K -173 -0.2%
BB
1977
Burford Brothers
Texas
$21.1M +$370K +1,294 +2%
SP
1978
Stablepoint Partners
Massachusetts
$21M -$184K -644 -0.9%
LCAM
1979
London & Capital Asset Management
United Kingdom
$21M -$7.59M -26,547 -27%
REST
1980
Retail Employees Superannuation Trust
$21M -$17.1M -59,738 -45%
SWM
1981
SHP Wealth Management
Massachusetts
$21M +$1.88M +6,562 +10%
LOPW
1982
Live Oak Private Wealth
North Carolina
$21M -$1.22M -4,270 -6%
DWMS
1983
Dominguez Wealth Management Solutions
Virginia
$20.9M +$12.3K +43 +0.1%
AWM
1984
Aviso Wealth Management
Washington
$20.9M -$74.9K -262 -0.4%
FCA
1985
FLC Capital Advisors
California
$20.9M -$2.55M -8,913 -11%
MWAM
1986
Manhattan West Asset Management
California
$20.9M +$1.91M +6,692 +10%
AGAM
1987
AK Global Asset Management
California
$20.9M -$157K -550 -0.8%
BWP
1988
Balboa Wealth Partners
Arizona
$20.8M +$392K +1,371 +2%
VIG
1989
Vienna Insurance Group
Poland
$20.8M +$4.86M +17,000 +31%
QIM
1990
Quest Investment Management
Oregon
$20.8M -$20.8M -72,603 -50%
SHFA
1991
SS&H Financial Advisors
Michigan
$20.8M +$20.6M +71,901 New
LSWP
1992
Liberty Square Wealth Partners
Pennsylvania
$20.8M -$176K -616 -0.8%
WCFA
1993
Walkner Condon Financial Advisors
Wisconsin
$20.8M +$2.37M +8,286 +13%
EAM
1994
Empirical Asset Management
Massachusetts
$20.8M -$1.38M -4,826 -6%
AWP
1995
Accretive Wealth Partners
New Jersey
$20.8M +$2.54M +8,867 +14%
AWM
1996
Arista Wealth Management
Nevada
$20.7M -$526K -1,838 -3%
AWA
1997
Argos Wealth Advisors
California
$20.7M +$209K +732 +1%
AF
1998
Aviso Financial
Ontario, Canada
$20.7M +$870K +3,040 +4%
RWP
1999
Revolve Wealth Partners
New Jersey
$20.7M +$994K +3,474 +5%
WA
2000
Waddell & Associates
Tennessee
$20.7M +$1.68M +5,877 +9%
78 79
80
81 82