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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1976
Pines Wealth Management
North Carolina
$283K +$48.7K +219 +20%
BPFA
1977
Barnes Pettey Financial Advisors
Mississippi
$283K – – –
SI
1978
Saxon Interests
Texas
$283K +$1.56K +7 +0.5%
MBTD
1979
Mechanics Bank - Trust Department
California
$283K +$291K +1,306 New
WIM
1980
Warwick Investment Management
Texas
$282K +$19.8K +89 +7%
TCM
1981
Timbuktu Capital Management
Massachusetts
$282K +$290K +1,303 New
CSIA
1982
Conrad Siegel Investment Advisors
Pennsylvania
$282K +$47.8K +215 +20%
ASA
1983
Axxion S.A.
Luxembourg
$281K +$289K +1,300 New
WW
1984
Waterfront Wealth
Kansas
$281K – – –
PWM
1985
Purus Wealth Management
California
$281K +$11.1K +50 +4%
MFG
1986
Mainsail Financial Group
Washington
$281K -$38.5K -173 -12%
STB
1987
S&T Bank
Pennsylvania
$281K +$6.01K +27 +2%
AFA
1988
AA Financial Advisors
Ohio
$280K -$10.2K -46 -3%
PWA
1989
Physician Wealth Advisors
Utah
$280K +$4.67K +21 +2%
DC
1990
DeDora Capital
California
$279K – – –
BFO
1991
Biltmore Family Office
North Carolina
$279K – – –
MW
1992
MBL Wealth
North Carolina
$278K +$286K +1,286 New
BFWA
1993
Benchmark Financial Wealth Advisors
Florida
$278K +$8.9K +40 +3%
BFO
1994
Boston Family Office
Massachusetts
$278K +$286K +1,285 New
FMP
1995
Financial Management Professionals
Texas
$277K +$7.12K +32 +3%
OC
1996
Oakworth Capital
Alabama
$276K – – –
MWM
1997
Mindset Wealth Management
Indiana
$276K – – –
MAG
1998
M3 Advisory Group
Massachusetts
$276K +$9.34K +42 +3%
5NPW
1999
55 North Private Wealth
Florida
$275K +$283K +1,271 New
MIM
2000
Marco Investment Management
Georgia
$274K -$2.23K -10 -0.8%
78 79
80
81 82