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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1976
Facet Wealth Inc
Maryland
$8.12M +$286K +1,712 +4%
FWM
1977
Finer Wealth Management
Massachusetts
$8.11M +$445K +2,665 +6%
MVA
1978
Mount Vernon Associates
Maryland
$8.09M -$62.1K -372 -0.8%
BFPW
1979
BOK Financial Private Wealth
Colorado
$8.09M -$547K -3,278 -7%
RFWA
1980
RPg Family Wealth Advisory
Massachusetts
$8.06M -$25.7K -154 -0.3%
PCA
1981
Providence Capital Advisors
North Carolina
$8.05M +$115K +690 +2%
RWS
1982
Resolute Wealth Strategies
Mississippi
$8.05M -$32.7K -196 -0.4%
JSL
1983
JT Stratford LLC
Georgia
$8.04M +$1.92M +11,507 +35%
CCFM
1984
Clear Creek Financial Management
Washington
$8.04M -$641K -3,841 -8%
BIMC
1985
Benson Investment Management Company
Virginia
$8.02M +$116K +692 +2%
GEM
1986
Global Endowment Management
North Carolina
$8M +$326K +1,952 +5%
PWA
1987
Prairie Wealth Advisors
Nebraska
$8M +$7.4M +44,356 New
GAA
1988
Guardian Asset Advisors
Pennsylvania
$8M +$115K +686 +2%
SIS
1989
Sound Income Strategies
Florida
$7.98M +$829K +4,966 +13%
TF
1990
Threadgill Financial
Texas
$7.96M +$96K +575 +1%
CWM
1991
Chemistry Wealth Management
New York
$7.95M +$268K +1,608 +4%
BAM
1992
BOCHK Asset Management
Hong Kong
$7.94M – – –
TWA
1993
TCI Wealth Advisors
Arizona
$7.93M -$55.1K -330 -0.7%
EBT
1994
Enterprise Bank & Trust
Massachusetts
$7.92M -$425K -2,549 -5%
NG
1995
NatWest Group
United Kingdom
$7.91M -$292K -1,752 -4%
RCM
1996
RB Capital Management
Nevada
$7.9M +$398K +2,386 +6%
GCM
1997
Gunderson Capital Management
South Carolina
$7.9M +$1.28M +7,696 +21%
HIM
1998
Herald Investment Management
United Kingdom
$7.88M +$501K +3,000 +7%
EN1L
1999
Engine No 1 LLC
California
$7.84M -$3.66M -21,950 -34%
SCG
2000
Sonata Capital Group
Washington
$7.83M -$104K -625 -1%
78 79
80
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