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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1976
Coastal Bridge Advisors
Connecticut
$1.19M -$72.2K -447 -6%
EFM
1977
Eley Financial Management
Vermont
$1.19M -$969 -6 -0.1%
DE
1978
Day & Ennis
Georgia
$1.19M -$18.7K -116 -2%
SL
1979
Sentry LLC
Tennessee
$1.18M -$969 -6 -0.1%
BA
1980
Ballast Advisors
Minnesota
$1.18M -$145K -895 -11%
BWM
1981
Baron Wealth Management
Michigan
$1.18M +$13.7K +85 +1%
IPW
1982
Impact Partnership Wealth
Georgia
$1.18M +$853K +5,280 +308%
JWCA
1983
J.W. Coons Advisors
Ohio
$1.18M – – –
AAM
1984
Aureus Asset Management
Massachusetts
$1.18M +$27.5K +170 +2%
GWANC
1985
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.18M +$9.69K +60 +0.9%
MHR
1986
Matthew Hamilton Rosenberg
$1.17M +$25K +155 +2%
NQWM
1987
Northwest Quadrant Wealth Management
Oregon
$1.17M +$48.8K +302 +5%
BWP
1988
Balboa Wealth Partners
Arizona
$1.16M -$15.7K -97 -1%
RFG
1989
RFP Financial Group
Georgia
$1.16M -$215K -1,332 -16%
OP
1990
ORG Partners
Indiana
$1.16M -$704K -4,359 -39%
GFA
1991
Gallagher Fiduciary Advisors
Illinois
$1.16M -$44.3K -274 -4%
SSWM
1992
Sheets Smith Wealth Management
North Carolina
$1.16M +$18.7K +116 +2%
CAM
1993
Campion Asset Management
Virginia
$1.16M – – –
ESBC
1994
E.S. Barr & Co
Kentucky
$1.16M – – –
GTAM
1995
Global Trust Asset Management
Florida
$1.16M +$10.8K +67 +1%
VBCG
1996
Valley Brook Capital Group
Pennsylvania
$1.16M -$238K -1,475 -18%
PWP
1997
Phillips Wealth Planners
Mississippi
$1.15M +$6.95K +43 +0.6%
VFA
1998
Voya Financial Advisors
Connecticut
$1.15M +$54.3K +336 +5%
SF
1999
Summit Financial
New Jersey
$1.15M +$261K +1,618 +31%
CCFP
2000
Charles Carroll Financial Partners
Massachusetts
$1.15M – – –
78 79
80
81 82