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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1976
Beaton Management Company
Massachusetts
$405K +$11.8K +44 +3%
CPWA
1977
Cerro Pacific Wealth Advisors
California
$404K +$421K +1,573 New
OW
1978
Olistico Wealth
Oklahoma
$404K +$134K +502 +47%
SCG
1979
Sonata Capital Group
Washington
$403K – – –
WIA
1980
Wetzel Investment Advisors
Indiana
$401K -$61K -228 -15%
LI
1981
LRI Investments
Florida
$399K +$415K +1,550 New
DWA
1982
Dougherty Wealth Advisers
Minnesota
$398K – – –
WWP
1983
Waypoint Wealth Partners
California
$397K -$106K -396 -20%
NHC
1984
Nicholas Hoffman & Company
Georgia
$397K -$11K -41 -3%
TWM
1985
Tradition Wealth Management
Minnesota
$397K +$4.55K +17 +1%
MWM
1986
Mattern Wealth Management
Kansas
$396K +$46K +172 +13%
KFGK
1987
Keystone Financial Group (Kentucky)
Kentucky
$395K -$55.1K -206 -12%
WC
1988
Waterloo Capital
Texas
$394K +$122K +457 +42%
PFA
1989
Pathway Financial Advisors
Vermont
$394K -$6.15K -23 -1%
PWP
1990
Phillips Wealth Planners
Mississippi
$394K +$108K +403 +35%
FSA
1991
Fort Sheridan Advisors
Illinois
$393K -$24.1K -90 -6%
AWE
1992
Avidian Wealth Enterprises
Texas
$393K +$57K +213 +16%
SGAM
1993
Smith Group Asset Management
Texas
$393K -$21.4K -80 -5%
HHRDM
1994
H&H Retirement Design & Management
Nevada
$393K +$129K +482 +45%
RFO
1995
RiverGlades Family Offices
Florida
$392K – – –
WA
1996
Waddell & Associates
Tennessee
$392K +$12.3K +46 +3%
GCP
1997
Garda Capital Partners
Minnesota
$392K +$408K +1,523 New
SAM
1998
Silvercrest Asset Management
New York
$390K – – –
SIM
1999
SSI Investment Management
California
$389K – – –
RIS
2000
Retirement Income Solutions
Michigan
$388K – – –
78 79
80
81 82