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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1976
Evernest Financial Advisors
Indiana
$656K -$122K -2,502 -17%
3F
1977
360 Financial
Minnesota
$655K +$47.7K +980 +9%
LSPW
1978
Lake Street Private Wealth
Illinois
$654K -$405K -8,331 -40%
BWM
1979
Bullock Wealth Management
Indiana
$653K -$14.8K -305 -2%
AFG
1980
Allegheny Financial Group
Pennsylvania
$653K -$10.5K -216 -2%
KFA
1981
Krane Funds Advisors
New York
$652K -$4.52K -93 -0.8%
BCM
1982
Boltwood Capital Management
California
$648K -$90.3K -1,857 -13%
CWS
1983
Cypress Wealth Services
California
$647K +$9.63K +198 +2%
GHA
1984
Granite Harbor Advisors
Texas
$647K -$40.4K -831 -6%
CP
1985
Creekside Partners
California
$646K -$41.2K -847 -7%
OL
1986
Optas LLC
Texas
$646K +$353K +7,261 +149%
RPGK
1987
Retirement Planning Group (Kansas)
Kansas
$644K -$70.1K -1,441 -11%
PSC
1988
Portman Square Capital
United Kingdom
$643K -$670K -13,786 -53%
HP
1989
Hyperion Partners
Pennsylvania
$643K -$8.51K -175 -1%
BFIM
1990
Beese Fulmer Investment Management
Ohio
$640K -$14.6K -300 -2%
KWM
1991
Kolinsky Wealth Management
New Jersey
$639K -$14.6K -301 -2%
BW
1992
Basepoint Wealth
Iowa
$636K +$49 +1 +0%
SR
1993
Syntax Research
Florida
$636K -$19.1K -392 -3%
AWM
1994
Accel Wealth Management
Iowa
$635K -$112K -2,313 -16%
CHAM
1995
Clear Harbor Asset Management
Connecticut
$634K -$19.3K -397 -3%
DBRC
1996
D.B. Root & Company
Pennsylvania
$634K -$139K -2,850 -19%
BAM
1997
Bellevue Asset Management
Washington
$632K -$51K -1,048 -8%
PWM
1998
Prentice Wealth Management
New York
$632K +$41.1K +846 +8%
EAM
1999
Everstar Asset Management
North Carolina
$631K +$577K +11,860 New
VH
2000
Visionary Horizons
Tennessee
$631K +$81.4K +1,674 +16%
78 79
80
81 82