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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1976
Clarity Wealth Advisors
California
$668K -$17.3K -165 -3%
FCM
1977
Fairbanks Capital Management
California
$666K -$48.7K -464 -7%
BWM
1978
BigSur Wealth Management
Florida
$666K -$84K -800 -12%
GFA
1979
Gallagher Fiduciary Advisors
Illinois
$665K -$68.1K -648 -10%
CWA
1980
Crux Wealth Advisors
California
$665K +$627K +5,969 New
CH
1981
Cromwell Holdings
Wyoming
$664K – – –
RC
1982
Rovin Capital
Arizona
$664K -$140K -1,336 -18%
PWM
1983
PBMares Wealth Management
Virginia
$664K -$24.1K -229 -4%
MCG
1984
McCollum Christoferson Group
New York
$664K – – –
FI
1985
Fosun International
China
$663K -$1.1M -10,464 -64%
ICP
1986
Interchange Capital Partners
Pennsylvania
$662K -$145K -1,376 -19%
AF
1987
Apollon Financial
South Carolina
$661K +$249K +2,374 +67%
GSIS
1988
Global Strategic Investment Solutions
Arizona
$661K -$51.5K -490 -8%
VIPI
1989
Vista Investment Partners II
Indiana
$658K +$621K +5,912 New
BFG
1990
Berger Financial Group
Minnesota
$658K -$42.4K -404 -6%
FP
1991
Financial Perspectives
Minnesota
$658K +$67.9K +646 +12%
CBT
1992
Central Bank & Trust
Kentucky
$657K -$7.14K -68 -1%
PCS
1993
Personal CFO Solutions
New Jersey
$657K +$30.8K +293 +5%
NCM
1994
Novare Capital Management
North Carolina
$655K -$284K -2,707 -32%
TWA
1995
TCI Wealth Advisors
Arizona
$654K -$37.4K -356 -6%
CVA
1996
Central Valley Advisors
California
$654K -$13.1K -125 -2%
HHRDM
1997
H&H Retirement Design & Management
Nevada
$653K +$66.3K +631 +12%
RZH
1998
Relyea Zuckerberg Hanson
Connecticut
$652K +$24.5K +233 +4%
GPWM
1999
Grant Private Wealth Management
California
$652K +$615K +5,856 New
NB
2000
Northwest Bancshares
Pennsylvania
$651K -$262K -2,495 -30%
78 79
80
81 82