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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
1976
United Bank (Georgia)
Georgia
$1.1M -$104K -650 -9%
CIM
1977
CIM Investment Management
Pennsylvania
$1.09M +$2.73K +17 +0.2%
PP
1978
PDS Planning
Ohio
$1.09M +$39.6K +247 +4%
SFB
1979
STAR Financial Bank
Indiana
$1.09M +$13.6K +85 +1%
OIA
1980
Optimum Investment Advisors
Illinois
$1.09M -$15.9K -99 -1%
BWM
1981
Baron Wealth Management
Michigan
$1.09M +$23.2K +145 +2%
GWANC
1982
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$31.6K +197 +3%
CW
1983
Channel Wealth
California
$1.09M -$74.1K -462 -6%
FMN
1984
Financial Management Network
California
$1.09M +$37.2K +232 +3%
CAM
1985
Campion Asset Management
Virginia
$1.08M – – –
AIA
1986
Angeles Investment Advisors
California
$1.08M -$20.2K -126 -2%
ESBC
1987
E.S. Barr & Co
Kentucky
$1.08M – – –
AAM
1988
Aureus Asset Management
Massachusetts
$1.07M +$160 +1 +0%
TF
1989
TLWM Financial
Texas
$1.07M +$6.57K +41 +0.6%
EGA
1990
E&G Advisors
Texas
$1.07M -$1.6K -10 -0.1%
ACM
1991
AlphaStar Capital Management
North Carolina
$1.07M +$161K +1,002 +17%
CCFP
1992
Charles Carroll Financial Partners
Massachusetts
$1.07M -$16K -100 -1%
AIFAIM
1993
American Institute for Advanced Investment Management
Arizona
$1.07M +$138K +860 +15%
MHR
1994
Matthew Hamilton Rosenberg
$1.07M -$1.12K -7 -0.1%
GTAM
1995
Global Trust Asset Management
Florida
$1.07M +$33.7K +210 +3%
SW
1996
SkyOak Wealth
Michigan
$1.07M +$10.1K +63 +0.9%
PWP
1997
Phillips Wealth Planners
Mississippi
$1.07M +$128K +799 +13%
SSWM
1998
Sheets Smith Wealth Management
North Carolina
$1.06M +$2.08K +13 +0.2%
MCC
1999
Money Concepts Capital
Florida
$1.06M -$2.38M -14,832 -69%
WC
2000
Westhampton Capital
North Carolina
$1.06M +$160 +1 +0%
78 79
80
81 82