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Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
1976
Fulton Breakefield Broenniman
Maryland
$1.28M -$8.09K -45 -0.6%
CRC
1977
Curi RMB Capital
Illinois
$1.28M +$7.73K +43 +0.6%
FPCM
1978
Financial Partners Capital Management
New York
$1.28M – – –
BCA
1979
Bray Capital Advisors
Florida
$1.28M – – –
BWA
1980
Bordeaux Wealth Advisors
California
$1.28M +$29.7K +165 +2%
PWM
1981
PBMares Wealth Management
Virginia
$1.27M +$899 +5 +0.1%
IIM
1982
Ipswich Investment Management
Massachusetts
$1.27M +$43.2K +240 +3%
TI
1983
Telemetry Investments
New York
$1.27M -$225K -1,250 -15%
OMIC
1984
Old Mission Investment Co
Michigan
$1.27M +$202K +1,125 +18%
BFA
1985
Benedict Financial Advisors
Georgia
$1.27M +$413K +2,295 +46%
9WM
1986
9258 Wealth Management
Ohio
$1.27M -$7.01K -39 -0.5%
BCP
1987
Berkeley Capital Partners
Georgia
$1.26M -$66.4K -369 -5%
RM
1988
Resource Management
Louisiana
$1.26M -$413K -2,296 -24%
RB
1989
Renasant Bank
Mississippi
$1.26M -$186K -1,036 -13%
PG
1990
Proffitt & Goodson
Tennessee
$1.26M -$24.8K -138 -2%
OWA
1991
Octavia Wealth Advisors
Ohio
$1.26M +$181K +1,008 +16%
CCM
1992
Crew Capital Management
Ohio
$1.25M – – –
BOPW
1993
Brandywine Oak Private Wealth
Pennsylvania
$1.25M +$141K +786 +12%
MFT
1994
Moisand Fitzgerald Tamayo
Florida
$1.25M +$122K +677 +11%
BDFN
1995
Bond & Devick Financial Network
Minnesota
$1.24M – – –
QWM
1996
QP Wealth Management
New Jersey
$1.24M -$184K -1,024 -13%
LF
1997
LifeSteps Financial
California
$1.24M +$130K +722 +11%
PPP
1998
Private Portfolio Partners
New Jersey
$1.24M +$66.2K +368 +6%
LB
1999
Legacy Bridge
Iowa
$1.24M -$18K -100 -1%
LC
2000
Landaas & Company
Wisconsin
$1.24M -$19.2K -107 -1%
78 79
80
81 82