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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
Mezzasalma Advisors
New Jersey
$10.1M +$596K +4,050 +6%
PRWA
1977
Platte River Wealth Advisors
Colorado
$10.1M -$175K -1,188 -2%
MPW
1978
MA Private Wealth
California
$10.1M +$12.4K +84 +0.1%
PL
1979
Plancorp LLC
Missouri
$10.1M +$407K +2,763 +4%
PWA
1980
Physician Wealth Advisors
Utah
$10.1M +$51.5K +350 +0.5%
SAS
1981
Stelac Advisory Services
New York
$10.1M -$888K -6,033 -8%
ITIM
1982
Indiana Trust & Investment Management
Indiana
$10.1M -$669K -4,545 -6%
CPWA
1983
Cerro Pacific Wealth Advisors
California
$10M +$380K +2,581 +4%
AWM
1984
Aevitas Wealth Management
Massachusetts
$10M -$33.1K -225 -0.3%
CI
1985
Capital International
California
$10M -$135K -918 -1%
SIA
1986
Strategic Investment Advisors
Michigan
$9.99M +$360K +2,447 +4%
RPA
1987
Rock Point Advisors
Vermont
$9.99M -$236K -1,605 -2%
CFA
1988
Cahill Financial Advisors
Minnesota
$9.98M -$122K -831 -1%
KMWM
1989
Keudell/Morrison Wealth Management
Oregon
$9.98M -$72.1K -490 -0.7%
PFSC
1990
Peoples Financial Services Corp
Pennsylvania
$9.97M -$226K -1,534 -2%
CVM
1991
Cheviot Value Management
California
$9.95M -$366K -2,489 -3%
ACG
1992
Allen Capital Group
Nebraska
$9.95M +$56.4K +383 +0.5%
ATFA
1993
All Terrain Financial Advisors
Minnesota
$9.94M -$1.69M -11,476 -14%
IF
1994
IRON Financial
Illinois
$9.94M +$12.8K +87 +0.1%
GF
1995
Gries Financial
Ohio
$9.93M -$543K -3,688 -5%
GG
1996
Golden Green
South Carolina
$9.93M -$1.72M -11,650 -14%
AWS
1997
Arkfeld Wealth Strategies
Nebraska
$9.91M +$41.5K +282 +0.4%
V
1998
VeraBank
Texas
$9.91M +$209K +1,417 +2%
AF
1999
Ally Financial
Michigan
$9.9M -$4.42M -30,000 -30%
HZ
2000
Hixon Zuercher
Ohio
$9.88M +$69.6K +473 +0.7%
78 79
80
81 82