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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1976
Teza Capital Management
Illinois
$619K +$638K +11,365 New
AAP
1977
Arax Advisory Partners
Colorado
$618K +$37.9K +676 +6%
LWA
1978
Lineweaver Wealth Advisors
Ohio
$618K +$155K +2,763 +32%
SAM
1979
Seelaus Asset Management
New Jersey
$616K +$4.21K +75 +0.7%
AI
1980
Accredited Investors
Minnesota
$616K +$5.44K +97 +0.9%
SIM
1981
SSI Investment Management
California
$614K +$3.2K +57 +0.5%
HAS
1982
HBW Advisory Services
California
$614K +$50K +892 +9%
MPW
1983
Monterey Private Wealth
California
$613K -$42.4K -755 -6%
ACA
1984
Affinity Capital Advisors
California
$613K -$3.93K -70 -0.6%
OWM
1985
OneAscent Wealth Management
Alabama
$613K +$632K +11,268 New
AIL
1986
AGF Investments LLC
Ontario, Canada
$609K -$52.7K -940 -8%
AMC
1987
Asset Management Corp
Illinois
$609K -$23.5K -419 -4%
GCAC
1988
Guardian Capital Advisors (Canada)
Ontario, Canada
$609K – – –
CBA
1989
Coastal Bridge Advisors
Connecticut
$609K +$281 +5 +0%
DSAM
1990
Dock Street Asset Management
Florida
$608K – – –
IA
1991
IFG Advisors
Missouri
$607K +$7.86K +140 +1%
CA
1992
Crumly & Associates
Illinois
$607K +$35.3K +630 +6%
PMFA
1993
Plante Moran Financial Advisors
Michigan
$607K +$195K +3,478 +45%
EF
1994
Empowered Funds
Pennsylvania
$606K +$279K +4,975 +81%
CCP
1995
Cardan Capital Partners
Colorado
$605K +$7.24K +129 +1%
NFG
1996
Nadler Financial Group
Illinois
$604K +$1.57K +28 +0.3%
NQWM
1997
Northwest Quadrant Wealth Management
Oregon
$603K +$2.47K +44 +0.4%
CBT
1998
Central Bank & Trust
Kentucky
$602K -$7.52K -134 -1%
PIM
1999
Profit Investment Management
Maryland
$602K – – –
CFFP
2000
Center for Financial Planning
Michigan
$600K -$196K -3,499 -24%
78 79
80
81 82