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Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
1976
AGF Investments LLC
Ontario, Canada
$1.08M -$13K -41 -1%
TI
1977
Truehand Inc
New Hampshire
$1.08M – – –
EN1L
1978
Engine No 1 LLC
California
$1.08M +$1.08M +3,393 New
HWM
1979
Holloway Wealth Management
Florida
$1.08M – – –
TWM
1980
Tradition Wealth Management
Minnesota
$1.08M +$2.54K +8 +0.2%
WWM
1981
Wiser Wealth Management
Georgia
$1.08M +$8.27K +26 +0.8%
TH
1982
TCTC Holdings
Texas
$1.08M +$13.4K +42 +1%
TP
1983
Tranquility Partners
Tennessee
$1.08M +$7.32K +23 +0.7%
HR
1984
Hayden Royal
North Carolina
$1.07M +$5.09K +16 +0.5%
AIM
1985
Allen Investment Management
New York
$1.07M +$20.4K +64 +2%
MPIA
1986
Mountain Pacific Investment Advisers
Idaho
$1.07M -$103K -325 -9%
ISWM
1987
Independent Solutions Wealth Management
New York
$1.06M +$223K +701 +27%
PFGIA
1988
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$262K +825 +33%
PWMG
1989
Prestige Wealth Management Group
New Jersey
$1.05M -$503K -1,580 -32%
NA
1990
Navellier & Associates
Nevada
$1.05M -$19.4K -61 -2%
HFAS
1991
Hummer Financial Advisory Services
Illinois
$1.05M – – –
RCA
1992
Ranch Capital Advisors
Florida
$1.05M -$1.02M -3,196 Closed
C
1993
Certuity
Florida
$1.05M +$66.2K +208 +7%
HWA
1994
HHM Wealth Advisors
Tennessee
$1.05M -$91.6K -288 -8%
5L
1995
55I LLC
Massachusetts
$1.05M +$297K +935 +40%
MIM
1996
Miller Investment Management
Pennsylvania
$1.04M – – –
CGH
1997
CMG Global Holdings
Texas
$1.04M – – –
GWS
1998
Glassman Wealth Services
Virginia
$1.04M +$63.6K +200 +7%
GAG
1999
GM Advisory Group
New York
$1.04M +$119K +375 +13%
APWA
2000
Atlas Private Wealth Advisors
New Jersey
$1.04M +$4.45K +14 +0.4%
78 79
80
81 82