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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1976
CIM Investment Management
Pennsylvania
$1.09M +$2.73K +17 +0.2%
PP
1977
PDS Planning
Ohio
$1.09M +$39.6K +247 +4%
SFB
1978
STAR Financial Bank
Indiana
$1.09M +$13.6K +85 +1%
OIA
1979
Optimum Investment Advisors
Illinois
$1.09M -$15.9K -99 -1%
BWM
1980
Baron Wealth Management
Michigan
$1.09M +$23.2K +145 +2%
GWANC
1981
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$31.6K +197 +3%
CW
1982
Channel Wealth
California
$1.09M -$74.1K -462 -6%
FMN
1983
Financial Management Network
California
$1.09M +$37.2K +232 +3%
CAM
1984
Campion Asset Management
Virginia
$1.08M – – –
AIA
1985
Angeles Investment Advisors
California
$1.08M -$20.2K -126 -2%
ESBC
1986
E.S. Barr & Co
Kentucky
$1.08M – – –
AAM
1987
Aureus Asset Management
Massachusetts
$1.07M +$160 +1 +0%
TF
1988
TLWM Financial
Texas
$1.07M +$6.57K +41 +0.6%
EGA
1989
E&G Advisors
Texas
$1.07M -$1.6K -10 -0.1%
ACM
1990
AlphaStar Capital Management
North Carolina
$1.07M +$161K +1,002 +17%
CCFP
1991
Charles Carroll Financial Partners
Massachusetts
$1.07M -$16K -100 -1%
AIFAIM
1992
American Institute for Advanced Investment Management
Arizona
$1.07M +$138K +860 +15%
MHR
1993
Matthew Hamilton Rosenberg
$1.07M -$1.12K -7 -0.1%
GTAM
1994
Global Trust Asset Management
Florida
$1.07M +$33.7K +210 +3%
SW
1995
SkyOak Wealth
Michigan
$1.07M +$10.1K +63 +0.9%
PWP
1996
Phillips Wealth Planners
Mississippi
$1.07M +$128K +799 +13%
SSWM
1997
Sheets Smith Wealth Management
North Carolina
$1.06M +$2.08K +13 +0.2%
MCC
1998
Money Concepts Capital
Florida
$1.06M -$2.38M -14,832 -69%
WC
1999
Westhampton Capital
North Carolina
$1.06M +$160 +1 +0%
FCM
2000
Fourpath Capital Management
Oklahoma
$1.05M +$250K +1,561 +31%
78 79
80
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