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Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
1976
Wulff, Hansen & Co
California
$1.18M +$2.68K +19 +0.2%
AA
1977
Alta Advisers
United Kingdom
$1.18M – – –
AEPWM
1978
Atlantic Edge Private Wealth Management
Florida
$1.17M -$88.1K -625 -7%
MCM
1979
Mattern Capital Management
Colorado
$1.17M +$217K +1,536 +23%
OFS
1980
Orrstown Financial Services
Pennsylvania
$1.17M +$44.3K +314 +4%
CFP
1981
Catalyst Financial Partners
Massachusetts
$1.17M +$6.91K +49 +0.6%
CIA
1982
Cascade Investment Advisors
Oregon
$1.17M -$20.4K -145 -2%
CAS
1983
Coppell Advisory Solutions
Texas
$1.17M -$634K -4,500 -36%
PWM
1984
Pines Wealth Management
North Carolina
$1.17M +$10.7K +76 +1%
GAA
1985
Global Assets Advisory
Florida
$1.17M -$1.15M -8,144 -50%
RGF
1986
Retirement Guys Formula
Ohio
$1.17M +$137K +970 +14%
RC
1987
Rahlfs Capital
Texas
$1.17M – – –
SFG
1988
SevenBridge Financial Group
Pennsylvania
$1.17M -$173K -1,226 -14%
GS
1989
GWN Securities
Florida
$1.17M -$6.03M -42,790 -84%
TWM
1990
Thrive Wealth Management
Pennsylvania
$1.17M -$54K -383 -4%
IWM
1991
Iams Wealth Management
Nebraska
$1.16M -$528K -3,744 -32%
FC
1992
Fusion Capital
South Carolina
$1.16M +$89.5K +635 +8%
DFG
1993
Demars Financial Group
Washington
$1.16M +$1.14M +8,106 New
MWP
1994
Meriwether Wealth & Planning
Louisiana
$1.16M -$310K -2,200 -21%
AIMA
1995
Ables Iannone Moore & Associates
Georgia
$1.16M +$5.36K +38 +0.5%
AWS
1996
Aspen Wealth Strategies
Colorado
$1.16M -$13.3K -94 -1%
SOS
1997
Silver Oak Securities
Tennessee
$1.15M -$3.67K -26 -0.3%
SCI
1998
Stableford Capital II
Arizona
$1.15M +$128K +911 +14%
SA
1999
Sovran Advisors
California
$1.15M +$73.4K +521 +7%
WWA
2000
Wingate Wealth Advisors
Massachusetts
$1.15M +$58.4K +414 +5%
78 79
80
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