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Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1976
Delta Financial Advisors
Louisiana
$13.9M -$28.2K -162 -0.2%
TWM
1977
TriaGen Wealth Management
California
$13.9M +$309K +1,773 +3%
AC
1978
AlphaCore Capital
California
$13.9M +$4.39M +25,174 +54%
CTFG
1979
Capstone Triton Financial Group
Oklahoma
$13.9M -$203K -1,163 -2%
AR
1980
Advisory Research
Illinois
$13.8M +$3.44M +19,720 +38%
LWMM
1981
Legacy Wealth Management (Mississippi)
Mississippi
$13.8M -$12K -69 -0.1%
LCM
1982
Leisure Capital Management
California
$13.8M -$2.9M -16,647 -19%
EWM
1983
Evermay Wealth Management
Virginia
$13.8M -$172K -987 -1%
BC
1984
Brio Consultants
California
$13.8M -$284K -1,630 -2%
SIA
1985
SeaBridge Investment Advisors
New Jersey
$13.8M +$64.8K +372 +0.5%
HCA
1986
Harbour Capital Advisors
Virginia
$13.8M -$820K -4,708 -6%
SC
1987
Settian Capital
New York
$13.8M – – –
CCP
1988
Clough Capital Partners
Massachusetts
$13.7M – – –
AWS
1989
AJ Wealth Strategies
New York
$13.7M +$362K +2,077 +3%
WA
1990
WBH Advisory
Maryland
$13.7M -$270K -1,547 -2%
PHS
1991
Pekin Hardy Strauss
Illinois
$13.7M -$569K -3,263 -4%
BWA
1992
Blodgett Wealth Advisors
California
$13.7M +$15K +86 +0.1%
CIG
1993
Cairn Investment Group
Washington
$13.7M -$592K -3,400 -5%
MCM
1994
McDonough Capital Management
Florida
$13.7M -$128K -733 -1%
SC
1995
Solstein Capital
California
$13.7M +$237K +1,360 +2%
MCM
1996
Monarch Capital Management
Indiana
$13.7M -$421K -2,415 -3%
EIM
1997
Ervin Investment Management
Washington
$13.6M -$933K -5,356 -7%
CMS
1998
Capital Market Strategies
Florida
$13.6M -$30.5K -175 -0.2%
ITIM
1999
Indiana Trust & Investment Management
Indiana
$13.6M -$132K -759 -1%
GU
2000
Georgetown University
District of Columbia
$13.6M +$16.7K +96 +0.1%
78 79
80
81 82