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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1976
Tempus Wealth Planning
California
$1.58M +$97.6K +300 +7%
DI
1977
DAGCO Inc
Ohio
$1.57M -$22.8K -70 -2%
VCP
1978
Verus Capital Partners
Arizona
$1.57M -$104K -319 -7%
PWM
1979
Power Wealth Management
Georgia
$1.57M -$58.9K -181 -4%
RWPA
1980
Richard W. Paul & Associates
Michigan
$1.57M +$406K +1,247 +39%
IA
1981
Inspire Advisors
Idaho
$1.56M +$189K +582 +15%
AGWCA
1982
Annis Gardner Whiting Capital Advisors
Florida
$1.56M -$23.4K -72 -2%
MAG
1983
MRA Advisory Group
New Jersey
$1.56M +$1.08M +3,321 +304%
WWM
1984
Wiser Wealth Management
Georgia
$1.56M -$139K -428 -9%
GIPW
1985
Granite Islands Private Wealth
Connecticut
$1.55M +$55.3K +170 +4%
BIA
1986
Beacon Investment Advisors
Maryland
$1.55M +$5.86K +18 +0.4%
LOWM
1987
Laurel Oak Wealth Management
New Jersey
$1.55M -$29.3K -90 -2%
MAG
1988
Meadowbrook Advisors Group
New Jersey
$1.55M -$703K -2,161 -33%
TC
1989
Trilogy Capital
California
$1.55M -$34.2K -105 -2%
SI
1990
Saxon Interests
Texas
$1.55M -$98.2K -302 -6%
SDWIA
1991
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.55M -$26K -80 -2%
IIM
1992
Ipswich Investment Management
Massachusetts
$1.54M +$26K +80 +2%
SSWM
1993
Sheets Smith Wealth Management
North Carolina
$1.54M -$2.74M -8,422 -66%
LA
1994
Lakeside Advisors
Washington
$1.54M – – –
CPC
1995
Congress Park Capital
New York
$1.54M +$185K +570 +15%
FCB
1996
First County Bank
Connecticut
$1.54M +$22.4K +69 +2%
HI
1997
Hudock Inc
Pennsylvania
$1.54M -$116K -358 -8%
AWA
1998
Acorn Wealth Advisors
Michigan
$1.54M +$35.8K +110 +3%
GC
1999
Gilbert & Cook
Iowa
$1.54M +$10.1K +31 +0.7%
CIA
2000
Cascade Investment Advisors
Oregon
$1.53M +$165K +508 +13%
78 79
80
81 82