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Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
1976
Legacy Capital Partners
Wisconsin
$1.33M -$10K -70 -0.9%
BWM
1977
BerganKDV Wealth Management
Minnesota
$1.32M +$15.5K +108 +2%
FPB
1978
First PREMIER Bank
South Dakota
$1.32M -$90.1K -628 -8%
PFA
1979
Pure Financial Advisors
California
$1.32M +$52K +362 +5%
BDFN
1980
Bond & Devick Financial Network
Minnesota
$1.32M +$1.05M +7,293 New
SIC
1981
Samalin Investment Counsel
New York
$1.32M -$56.8K -396 -5%
FLI
1982
Family Legacy Inc
South Carolina
$1.31M -$287 -2 -0%
TVAMP
1983
Tennessee Valley Asset Management Partners
Tennessee
$1.31M +$528K +3,679 +104%
LSPW
1984
Lake Street Private Wealth
Illinois
$1.3M +$70.9K +494 +7%
LBD
1985
Landsberg Bennett & Dubbaneh
Florida
$1.3M -$81.7K -569 -7%
VIM
1986
Vista Investment Management
Pennsylvania
$1.3M -$245K -1,705 -19%
SIAP
1987
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.3M -$35.9K -250 -3%
LB
1988
Legacy Bridge
Iowa
$1.3M +$122K +850 +13%
EI
1989
Ethic Inc
New York
$1.3M -$83.7K -583 -8%
PWM
1990
PRW Wealth Management
Massachusetts
$1.29M -$33.3K -232 -3%
HEIP
1991
Hudson Edge Investment Partners
New Jersey
$1.29M -$458K -3,192 -31%
BWL
1992
Bogart Wealth LLC
Virginia
$1.29M +$178K +1,237 +21%
BWA
1993
Bordeaux Wealth Advisors
California
$1.29M +$1.02M +7,121 New
AFA
1994
American Financial Advisors
Georgia
$1.28M +$20K +139 +2%
XWM
1995
Xcel Wealth Management
Florida
$1.28M -$144 -1 -0%
JDR
1996
Jay D. Rosenbaum
$1.28M +$29.4K +205 +3%
CWM
1997
Connecticut Wealth Management
Connecticut
$1.28M +$118K +825 +13%
AAM
1998
Aureus Asset Management
Massachusetts
$1.28M -$186K -1,296 -16%
ACM
1999
AlphaCrest Capital Management
New York
$1.27M -$6.42M -44,702 -86%
HIP
2000
HUB Investment Partners
Texas
$1.27M +$1.47M +10,234 New
78 79
80
81 82