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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1976
Deseret Mutual Benefit Administrators
Utah
$10.1M -$87.2K -576 -0.8%
FA
1977
Fermata Advisors
California
$10M +$6.22M +41,045 +127%
LWMM
1978
Legacy Wealth Management (Mississippi)
Mississippi
$10M +$208K +1,375 +2%
SC
1979
Solstein Capital
California
$10M +$18.3K +121 +0.2%
T
1980
TCWP
Ohio
$10M +$587K +3,878 +6%
NL
1981
NVWM LLC
Pennsylvania
$9.98M -$1.15M -7,565 -9%
CQS
1982
Credential Qtrade Securities
$9.98M -$318K -2,097 -3%
PIMG
1983
Patriot Investment Management Group
Tennessee
$9.98M -$817K -5,395 -7%
GFG
1984
Greystone Financial Group
Michigan
$9.94M +$304K +2,010 +3%
TPA
1985
Trivium Point Advisory
Connecticut
$9.93M -$1.22M -8,045 -11%
FRA
1986
Frank Rimerman Advisors
California
$9.92M +$2.88M +19,000 +35%
CHP
1987
Cable Hill Partners
Oregon
$9.92M +$502K +3,317 +5%
RA
1988
RiverPark Advisors
New York
$9.91M -$10.2M -67,372 -48%
V
1989
VeraBank
Texas
$9.88M +$194K +1,283 +2%
AWS
1990
Arkfeld Wealth Strategies
Nebraska
$9.87M -$47.9K -316 -0.5%
IDA
1991
Intelligence Driven Advisers
California
$9.86M -$504K -3,331 -5%
KCM
1992
KRS Capital Management
Michigan
$9.85M +$16.1K +106 +0.1%
NDSI
1993
Newman Dignan & Sheerar Inc
Rhode Island
$9.83M -$783K -5,171 -7%
SWM
1994
Scissortail Wealth Management
Oklahoma
$9.82M +$705K +4,656 +9%
CT
1995
Columbia Trust
Oregon
$9.82M -$487K -3,219 -4%
WDC
1996
Woodward Diversified Capital
California
$9.81M -$59.2K -391 -0.5%
NIC
1997
Northwest Investment Counselors
Oregon
$9.81M -$196K -1,293 -2%
CWM
1998
Chronos Wealth Management
Florida
$9.8M -$63.5K -419 -0.6%
EI
1999
Ellevest Inc
New York
$9.79M -$1.42M -9,404 -12%
SIC
2000
Sterling Investment Counsel
New York
$9.78M +$1.43M +9,419 +15%
78 79
80
81 82