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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
1976
Cardinal Strategic Wealth Guidance
Kentucky
$356K – – –
LCM
1977
Lattice Capital Management
Washington
$356K +$355K +2,200 New
MFFIA
1978
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$356K +$355K +2,200 New
DFA
1979
Delta Financial Advisors
Louisiana
$355K – – –
ATS
1980
Ashton Thomas Securities
New York
$355K +$88.8K +550 +33%
W
1981
WPWealth
Texas
$355K +$19.2K +119 +6%
CWS
1982
Confluence Wealth Services
Pennsylvania
$355K -$484 -3 -0.1%
PPWM
1983
Paragon Private Wealth Management
Kentucky
$353K +$352K +2,183 New
SL
1984
Sentry LLC
Tennessee
$353K – – –
FPW
1985
Fairvoy Private Wealth
Alabama
$352K +$5.97K +37 +2%
NERM
1986
New England Research & Management
Illinois
$352K +$351K +2,175 New
BCP
1987
Berkeley Capital Partners
Georgia
$351K +$16.3K +101 +5%
HP
1988
Holistic Planning
Texas
$351K +$13.6K +84 +4%
EWA
1989
Exit Wealth Advisors
Georgia
$351K +$350K +2,167 New
FB
1990
First Bancorp
Maine
$350K -$37.1K -230 -10%
OWMIAS
1991
One Wealth Management Investment & Advisory Services
Florida
$349K -$157K -974 -31%
OWP
1992
Obermeyer Wealth Partners
Colorado
$349K +$87.5K +542 +34%
CFS
1993
Commonwealth Financial Services
West Virginia
$349K +$76.8K +476 +28%
TLP
1994
Trinity Legacy Partners
Texas
$349K – – –
FA
1995
Fortis Advisors
Pennsylvania
$348K – – –
TC
1996
TwinBeech Capital
New York
$348K +$347K +2,149 New
HWA
1997
Heritage Wealth Advisors
Virginia
$348K +$323 +2 +0.1%
LIA
1998
Lynx Investment Advisory
District of Columbia
$347K -$484 -3 -0.1%
EA
1999
Everpar Advisors
Oklahoma
$347K +$88K +545 +34%
DCM
2000
Donaldson Capital Management
Indiana
$346K -$21.8K -135 -6%
78 79
80
81 82