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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1976
Umpqua Bank
Oregon
$290K +$288K +1,789 New
IWP
1977
Invenio Wealth Partners
Florida
$289K -$5.95K -37 -2%
LIG
1978
Lokken Investment Group
Delaware
$289K +$29.9K +186 +12%
CAC
1979
Certified Advisory Corp
Florida
$288K +$10.6K +66 +4%
AA
1980
Auxano Advisors
Washington
$288K +$17.2K +107 +6%
GWM
1981
Gray Wealth Management
Maine
$288K +$17.5K +109 +7%
BAM
1982
Blueshift Asset Management
New Jersey
$288K +$286K +1,777 New
MIC
1983
Meridian Investment Counsel
California
$288K +$48.3K +300 +20%
TWP
1984
Triad Wealth Partners
Kansas
$288K +$285K +1,773 New
AHL
1985
Abel Hall LLC
Louisiana
$288K +$22.7K +141 +9%
GIM
1986
Goelzer Investment Management
Indiana
$287K -$3.22K -20 -1%
TCM
1987
Triumph Capital Management
Colorado
$287K -$302K -1,879 -52%
GCM
1988
Gladius Capital Management
Illinois
$287K -$466K -2,898 -62%
SP
1989
Sequent Planning
Nebraska
$286K -$71.8K -446 -20%
TSWM
1990
Triangle Securities Wealth Management
North Carolina
$286K -$804 -5 -0.3%
BWM
1991
BlackDiamond Wealth Management
New York
$285K +$54.4K +338 +19%
JEST
1992
JTC Employer Solutions Trustee
Jersey
$285K – – –
PAM
1993
PVG Asset Management
Colorado
$285K +$282K +1,756 New
BST
1994
Bath Savings Trust
Maine
$285K -$17.5K -109 -6%
WWP
1995
WR Wealth Planners
Missouri
$285K -$294K -1,829 -51%
BBI
1996
Baxter Bros Inc
Connecticut
$284K -$61.3K -381 -18%
MCM
1997
MV Capital Management
Maryland
$284K +$3.7K +23 +1%
AT
1998
American Trust
Kentucky
$282K +$82K +510 +41%
MWA
1999
Motive Wealth Advisors
Michigan
$282K -$16.9K -105 -6%
TYCC
2000
Texas Yale Capital Corp
Florida
$282K +$11.4K +71 +4%
78 79
80
81 82