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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1976
Tanager Wealth Management
United Kingdom
$1.98M -$305K -1,675 -15%
SFA
1977
Souders Financial Advisors
Ohio
$1.98M +$303K +1,663 +21%
LA
1978
LexAurum Advisors
Kansas
$1.98M +$1.74M +9,556 New
CCS
1979
Concentric Capital Strategies
Connecticut
$1.98M +$1.74M +9,549 New
NFSG
1980
Newbridge Financial Services Group
Florida
$1.97M -$73.7K -404 -4%
RFG
1981
RFP Financial Group
Georgia
$1.97M +$920K +5,043 +113%
CCA
1982
Childress Capital Advisors
Texas
$1.97M -$153K -837 -8%
CFCI
1983
Comprehensive Financial Consultants Institutional
Indiana
$1.97M -$279K -1,528 -14%
FFA
1984
Fortune Financial Advisors
Kansas
$1.97M +$399K +2,190 +30%
RL
1985
Rogco LP
Oklahoma
$1.96M -$370K -2,028 -18%
MCA
1986
Magnolia Capital Advisors
Mississippi
$1.96M +$574K +3,147 +50%
AO
1987
Advisor OS
Illinois
$1.96M +$912 +5 +0.1%
CCM
1988
Chilton Capital Management
Texas
$1.96M -$114K -624 -6%
NHT
1989
New Hampshire Trust
New Hampshire
$1.96M -$188K -1,032 -10%
FWA
1990
FSM Wealth Advisors
Ohio
$1.95M +$67.8K +372 +4%
WPA
1991
West Paces Advisors
Georgia
$1.95M -$25K -137 -1%
7WCP
1992
71 West Capital Partners
Massachusetts
$1.95M +$496K +2,722 +41%
BWP
1993
Burling Wealth Partners
Illinois
$1.95M -$120K -659 -7%
CC
1994
Chicago Capital
Illinois
$1.95M -$211K -1,158 -11%
TM
1995
TigerOak Management
New Mexico
$1.94M +$68K +373 +4%
DMBA
1996
Deseret Mutual Benefit Administrators
Utah
$1.94M +$760K +4,166 +80%
SRA
1997
Secured Retirement Advisors
Minnesota
$1.94M -$119K -654 -7%
HJGA
1998
Hardman Johnston Global Advisors
Connecticut
$1.93M +$718K +3,935 +73%
DAM
1999
Doheny Asset Management
California
$1.93M -$128K -700 -7%
WAS
2000
Wealth Advisory Solutions
Indiana
$1.92M -$74.2K -407 -4%
78 79
80
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