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Name Holding Trade Value Shares
Change
Change in
Stake
MEG
1976
Millstone Evans Group
Colorado
$376K -$17.7K -44 -5%
FWM
1977
Forza Wealth Management
Florida
$376K
TAP
1978
Tounjian Advisory Partners
Florida
$376K +$355K +881 New
BPFA
1979
Barnes Pettey Financial Advisors
Mississippi
$375K +$16.1K +40 +5%
O3W
1980
Omni 360 Wealth
New Jersey
$375K
HCM
1981
Hengehold Capital Management
Ohio
$373K +$807 +2 +0.2%
EL
1982
EWA LLC
Pennsylvania
$373K +$27.4K +68 +8%
CFO
1983
Collective Family Office
Pennsylvania
$372K -$19.4K -48 -5%
FMTC
1984
Farmers & Merchants Trust Company
California
$372K -$11.7K -29 -3%
NIA
1985
NIA Impact Advisors
California
$372K -$807 -2 -0.2%
GIP
1986
Greatmark Investment Partners
Georgia
$372K
JSC
1987
Jackson Square Capital
California
$371K
CWA
1988
Consilium Wealth Advisory
Texas
$371K +$21.8K +54 +7%
AA
1989
Aire Advisors
California
$371K -$88.3K -219 -20%
FDDB
1990
Fidelity D&D Bancorp
Pennsylvania
$371K
NA
1991
Navellier & Associates
Nevada
$371K
QFP
1992
Quantum Financial Partners
Kansas
$369K +$350K +867 New
LW
1993
Linscomb Wealth
Texas
$368K -$16.5K -41 -5%
GAM
1994
Grandview Asset Management
Pennsylvania
$368K -$16.1K -40 -4%
MAA
1995
Matrix Asset Advisors
New York
$367K
RIM
1996
Redwood Investment Management
Arizona
$367K +$807 +2 +0.2%
HNB
1997
Hilltop National Bank
Wyoming
$366K -$807 -2 -0.2%
SCA
1998
Sandy Cove Advisors
Massachusetts
$364K +$14.1K +35 +4%
OWA
1999
Opal Wealth Advisors
New York
$364K -$44.8K -111 -11%
RPGK
2000
Retirement Planning Group (Kansas)
Kansas
$364K +$26.6K +66 +8%