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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1976
LexAurum Advisors
Kansas
$1.57M -$17.9K -96 -1%
CC
1977
Corsicana & Co
Texas
$1.56M -$931 -5 -0.1%
RPGK
1978
Retirement Planning Group (Kansas)
Kansas
$1.56M +$56.8K +305 +3%
CWP
1979
Core Wealth Partners
California
$1.55M +$51.9K +279 +3%
RL
1980
Rogco LP
Oklahoma
$1.55M -$28.5K -153 -2%
WAS
1981
Wealth Advisory Solutions
Indiana
$1.55M +$13.6K +73 +0.8%
RWA
1982
Redhawk Wealth Advisors
Minnesota
$1.55M -$110K -592 -6%
HJGA
1983
Hardman Johnston Global Advisors
Connecticut
$1.55M – – –
BWP
1984
Burling Wealth Partners
Illinois
$1.55M -$14.9K -80 -0.9%
BB
1985
Burford Brothers
Texas
$1.55M +$11.7K +63 +0.7%
MAA
1986
Mraz Amerine & Associates
California
$1.54M +$46K +247 +3%
SG
1987
Somerset Group
Minnesota
$1.54M -$931 -5 -0.1%
DAM
1988
Doheny Asset Management
California
$1.54M – – –
BA
1989
Bridgewater Advisors
New York
$1.54M +$1.3K +7 +0.1%
RFP
1990
Root Financial Partners
California
$1.54M +$380K +2,043 +28%
LOAMS
1991
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.54M +$55.8K +300 +3%
GCA
1992
Gradient Capital Advisors
California
$1.54M +$7.45K +40 +0.4%
CPC
1993
Congress Park Capital
New York
$1.54M +$15.8K +85 +0.9%
PWSG
1994
Pacific Wealth Strategies Group
California
$1.53M +$144K +772 +9%
SHF
1995
Safe Harbor Fiduciary
Florida
$1.53M +$17.5K +94 +1%
PSB
1996
Piscataqua Savings Bank
New Hampshire
$1.53M -$295K -1,584 -15%
MWA
1997
Meridian Wealth Advisors
Texas
$1.52M +$7.26K +39 +0.4%
MSA
1998
Marino Stram & Associates
Massachusetts
$1.52M +$32.4K +174 +2%
MFG
1999
Mosaic Financial Group
Illinois
$1.52M -$139K -747 -8%
TCP
2000
TMB Capital Partners
Arkansas
$1.52M -$93.8K -504 -5%
78 79
80
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