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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1976
Mayfair Advisory Group
Alabama
$1.18M -$99.8K -708 -9%
WHC
1977
Wulff, Hansen & Co
California
$1.18M +$2.68K +19 +0.2%
AA
1978
Alta Advisers
United Kingdom
$1.18M – – –
AEPWM
1979
Atlantic Edge Private Wealth Management
Florida
$1.17M -$88.1K -625 -7%
MCM
1980
Mattern Capital Management
Colorado
$1.17M +$217K +1,536 +23%
OFS
1981
Orrstown Financial Services
Pennsylvania
$1.17M +$44.3K +314 +4%
CFP
1982
Catalyst Financial Partners
Massachusetts
$1.17M +$6.91K +49 +0.6%
CIA
1983
Cascade Investment Advisors
Oregon
$1.17M -$20.4K -145 -2%
CAS
1984
Coppell Advisory Solutions
Texas
$1.17M -$634K -4,500 -36%
PWM
1985
Pines Wealth Management
North Carolina
$1.17M +$10.7K +76 +1%
GAA
1986
Global Assets Advisory
Florida
$1.17M -$1.15M -8,144 -50%
RGF
1987
Retirement Guys Formula
Ohio
$1.17M +$137K +970 +14%
RC
1988
Rahlfs Capital
Texas
$1.17M – – –
SFG
1989
SevenBridge Financial Group
Pennsylvania
$1.17M -$173K -1,226 -14%
GS
1990
GWN Securities
Florida
$1.17M -$6.03M -42,790 -84%
TWM
1991
Thrive Wealth Management
Pennsylvania
$1.17M -$54K -383 -4%
IWM
1992
Iams Wealth Management
Nebraska
$1.16M -$528K -3,744 -32%
FC
1993
Fusion Capital
South Carolina
$1.16M +$89.5K +635 +8%
DFG
1994
Demars Financial Group
Washington
$1.16M +$1.14M +8,106 New
MWP
1995
Meriwether Wealth & Planning
Louisiana
$1.16M -$310K -2,200 -21%
AIMA
1996
Ables Iannone Moore & Associates
Georgia
$1.16M +$5.36K +38 +0.5%
AWS
1997
Aspen Wealth Strategies
Colorado
$1.16M -$13.3K -94 -1%
SOS
1998
Silver Oak Securities
Tennessee
$1.15M -$3.67K -26 -0.3%
SCI
1999
Stableford Capital II
Arizona
$1.15M +$128K +911 +14%
SA
2000
Sovran Advisors
California
$1.15M +$73.4K +521 +7%
78 79
80
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