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Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
1976
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$767K +$8.28K +166 +1%
GLA
1977
Good Life Advisors
Pennsylvania
$767K -$62K -1,243 -7%
VFPI
1978
Vantage Financial Partners (Illinois)
Illinois
$767K -$121K -2,425 -14%
TT
1979
TI-Trust
Illinois
$766K +$41.1K +823 +6%
WA
1980
Wealth Architects
California
$766K +$2K +40 +0.3%
PPWP
1981
Premier Path Wealth Partners
New Jersey
$765K -$111K -2,233 -12%
FCFC
1982
First Commonwealth Financial Corp
Pennsylvania
$765K -$567K -11,371 -43%
BA
1983
Bristlecone Advisors
Washington
$765K -$2.5K -50 -0.3%
RWPA
1984
Richard W. Paul & Associates
Michigan
$765K +$55.1K +1,104 +8%
PPC
1985
Park Place Capital
Alabama
$765K -$165K -3,302 -18%
MIS
1986
Morningstar Investment Services
Illinois
$764K -$322K -6,458 -30%
LCM
1987
LCM Capital Management
Illinois
$762K -$10.5K -210 -1%
MIM
1988
Morningstar Investment Management
Illinois
$761K – – –
LWA
1989
Lantern Wealth Advisors
New York
$761K -$97.2K -1,948 -11%
CF
1990
Copperwynd Financial
Arizona
$761K +$14.2K +284 +2%
GAAM
1991
Guinness Atkinson Asset Management
California
$760K – – –
JSC
1992
Jackson Square Capital
California
$760K +$11.2K +225 +1%
BIM
1993
Baldwin Investment Management
Pennsylvania
$758K -$909K -18,210 -55%
HCP
1994
Holt Capital Partners
Texas
$756K -$2.5K -50 -0.3%
PP
1995
Patron Partners
Texas
$755K +$11.7K +235 +2%
VWM
1996
Vivid Wealth Management
Iowa
$754K -$24.2K -486 -3%
FFS
1997
Founders Financial Securities
Maryland
$754K -$1.69M -33,939 -69%
FPB
1998
First PREMIER Bank
South Dakota
$753K +$9.33K +187 +1%
EGA
1999
Eagle Global Advisors
Texas
$753K -$9.45M -189,420 -93%
BFG
2000
Berger Financial Group
Minnesota
$752K +$19.4K +389 +3%
78 79
80
81 82