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Name Holding Trade Value Shares
Change 		Change in
Stake
XWL
1976
XXI Wealth LLC
Illinois
$292K +$245K +2,209 New
SWG
1977
Summit Wealth Group
Vermont
$291K -$221 -2 -0.1%
RIA
1978
Rhodes Investment Advisors
Texas
$291K +$244K +2,207 New
LS
1979
Leelyn Smith
Illinois
$291K -$4.65K -42 -2%
LC
1980
LCNB Corp
Ohio
$291K +$6.2K +56 +3%
FCAS
1981
First Command Advisory Services
Texas
$290K +$25.1K +227 +12%
LJAC
1982
L.J. Altfest & Co
New York
$290K +$332 +3 +0.1%
FMN
1983
Financial Management Network
California
$290K -$84.7K -765 -25%
PB
1984
Prosperity Bancshares
Texas
$290K +$59.5K +537 +32%
DWAM
1985
Duncan Williams Asset Management
Tennessee
$290K -$19.4K -175 -7%
WA
1986
WBH Advisory
Maryland
$290K -$8.75K -79 -3%
SAM
1987
Summit Asset Management
Tennessee
$288K +$242K +2,185 New
GPI
1988
General Partner Inc
Pennsylvania
$288K -$5.54K -50 -2%
LIM
1989
Loudon Investment Management
New Hampshire
$288K – – –
WFMPM
1990
Woodley Farra Manion Portfolio Management
Indiana
$287K +$241K +2,176 New
LFGO
1991
Legacy Financial Group (Oklahoma)
Oklahoma
$287K – – –
TPBG
1992
Turning Point Benefit Group
Maryland
$286K +$7.2K +65 +3%
LC
1993
Lincoln Capital
Nebraska
$286K – – –
HI
1994
Hudock Inc
Pennsylvania
$286K -$11K -99 -4%
BIG
1995
Brookwood Investment Group
Arizona
$285K +$239K +2,162 New
PC
1996
Purewater Capital
Texas
$285K +$239K +2,159 New
PFM
1997
Phillips Financial Management
Indiana
$285K +$239K +2,158 New
EFG
1998
Ethos Financial Group
Pennsylvania
$284K +$238K +2,151 New
AIA
1999
AssuredPartners Investment Advisors
Florida
$284K +$239K +2,157 New
SIAG
2000
Safeguard Investment Advisory Group
California
$284K -$3.65K -33 -2%
78 79
80
81 82