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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1976
Aureus Asset Management
Massachusetts
$1.11M +$46.3K +276 +4%
MHR
1977
Matthew Hamilton Rosenberg
$1.11M +$11.6K +69 +1%
TF
1978
TLWM Financial
Texas
$1.11M -$24K -143 -2%
BWM
1979
Baron Wealth Management
Michigan
$1.11M +$13.1K +78 +1%
NAS
1980
Nicolet Advisory Services
Wisconsin
$1.11M +$95.9K +572 +9%
BW
1981
BIP Wealth
Georgia
$1.1M +$1.13M +6,755 New
SSWM
1982
Sheets Smith Wealth Management
North Carolina
$1.1M +$2.35K +14 +0.2%
AFM
1983
Abbot Financial Management
Massachusetts
$1.1M -$50.3K -300 -4%
HBT
1984
Heartland Bank & Trust
Illinois
$1.1M +$906K +5,401 +409%
WC
1985
Westhampton Capital
North Carolina
$1.1M -$8.38K -50 -0.7%
SW
1986
SkyOak Wealth
Michigan
$1.1M -$249K -1,485 -18%
GWANC
1987
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.1M -$6.04K -36 -0.5%
ACI
1988
Alpha Cubed Investments
California
$1.09M -$5.41M -32,265 -83%
PP
1989
PDS Planning
Ohio
$1.09M +$284K +1,691 +34%
MAG
1990
Mayfair Advisory Group
Alabama
$1.09M +$37.1K +221 +4%
CCG
1991
Ceeto Capital Group
Florida
$1.09M +$9.72K +58 +0.9%
SOS
1992
Silver Oak Securities
Tennessee
$1.09M -$78.1K -466 -7%
SIAG
1993
Safeguard Investment Advisory Group
California
$1.08M +$22.5K +134 +2%
WWC
1994
Waypoint Wealth Counsel
Georgia
$1.08M +$11.9K +71 +1%
WKWM
1995
Walter & Keenan Wealth Management
Indiana
$1.08M +$547K +3,264 +97%
AIM
1996
Arcadia Investment Management
Michigan
$1.08M -$9.89K -59 -0.9%
OC
1997
Oarsman Capital
Wisconsin
$1.08M -$3.19K -19 -0.3%
CBT
1998
Central Bank & Trust
Kentucky
$1.08M +$142K +846 +15%
WPA
1999
Winning Points Advisors
Florida
$1.08M – – –
AP
2000
Appleton Partners
Massachusetts
$1.08M +$117K +695 +12%
78 79
80
81 82