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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1976
TFG Advisers
Michigan
$16.9M -$188K -812 -1%
AB
1977
Atlas Brown
Kentucky
$16.9M +$147K +635 +0.8%
LSWP
1978
Liberty Square Wealth Partners
Pennsylvania
$16.9M +$473K +2,043 +3%
CAC
1979
Certified Advisory Corp
Florida
$16.9M -$437K -1,887 -2%
HI
1980
Humankind Investments
New York
$16.8M -$277K -1,196 -2%
QWP
1981
Quotient Wealth Partners
Texas
$16.8M +$24.8K +107 +0.1%
NAMM
1982
NorthStar Asset Management (Massachusetts)
Massachusetts
$16.8M -$3.93M -16,952 -18%
FA
1983
Fermata Advisors
California
$16.8M +$2.34M +10,102 +15%
KWM
1984
Keebeck Wealth Management
Illinois
$16.8M -$525K -2,264 -3%
IFS
1985
Ifrah Financial Services
Arkansas
$16.8M -$117K -506 -0.7%
WA
1986
WBH Advisory
Maryland
$16.8M -$266K -1,148 -1%
LI
1987
LRI Investments
Florida
$16.8M -$342K -1,477 -2%
HA
1988
Hamel Associates
New Jersey
$16.8M -$468K -2,022 -3%
WG
1989
Wealth Group
North Carolina
$16.7M +$311K +1,344 +2%
OL
1990
Optas LLC
Texas
$16.7M -$1.14M -4,922 -6%
SC
1991
Schubert & Co
Texas
$16.7M +$359K +1,549 +2%
TFIPS
1992
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.7M +$1.09M +4,700 +7%
RFG
1993
RFP Financial Group
Georgia
$16.7M +$141K +607 +0.8%
MP
1994
McDonald Partners
Ohio
$16.7M -$769K -3,319 -4%
RMC
1995
Ring Mountain Capital
California
$16.7M +$133K +572 +0.8%
AOWM
1996
Alpha Omega Wealth Management
Virginia
$16.6M +$34.3K +148 +0.2%
KA
1997
KLCM Advisors
Wisconsin
$16.6M -$676K -2,919 -4%
CWP
1998
Concord Wealth Partners
Virginia
$16.6M -$999K -4,314 -5%
ML
1999
McAdam LLC
Pennsylvania
$16.6M -$1.6M -6,917 -8%
GCM
2000
Gibraltar Capital Management
Oklahoma
$16.6M +$1.71M +7,383 +11%
78 79
80
81 82