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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1976
Register Financial Advisors
Georgia
$1.69M +$163K +450 +11%
MCM
1977
Monument Capital Management
Virginia
$1.69M -$166K -458 -9%
CF
1978
Centaurus Financial
California
$1.69M -$22.1K -61 -1%
BFG
1979
Birch Financial Group
New Hampshire
$1.68M +$16.3K +45 +1%
MSWM
1980
McGlone Suttner Wealth Management
Wisconsin
$1.68M -$7.96K -22 -0.5%
FFA
1981
Florida Financial Advisors
Florida
$1.68M +$27.9K +77 +2%
BFO
1982
Biltmore Family Office
North Carolina
$1.68M -$1.25M -3,468 -43%
NLGIA
1983
Nippon Life Global Investors Americas
New York
$1.68M +$1.65M +4,570 New
IWA
1984
Invera Wealth Advisors
Oregon
$1.67M +$2.53K +7 +0.2%
MAM
1985
Mullooly Asset Management
New Jersey
$1.67M +$7.6K +21 +0.5%
AIM
1986
Acropolis Investment Management
Missouri
$1.67M -$23.5K -65 -1%
AWA
1987
Acorn Wealth Advisors
Michigan
$1.67M +$107K +296 +7%
IF
1988
Ironwood Financial
Arizona
$1.67M – – –
HAC
1989
Harbor Advisory Corp
New Hampshire
$1.66M +$160K +442 +11%
AIA
1990
AssuredPartners Investment Advisors
Florida
$1.65M -$116K -320 -7%
GWP
1991
Gen-Wealth Partners
Michigan
$1.65M +$78.9K +218 +5%
WG
1992
Wealth Group
North Carolina
$1.65M -$465K -1,286 -22%
MC
1993
Martin & Co
Tennessee
$1.65M +$6.15K +17 +0.4%
DWM
1994
Destination Wealth Management
California
$1.65M +$76.7K +212 +5%
BWP
1995
BSW Wealth Partners
Colorado
$1.65M -$80.7K -223 -5%
AWM
1996
Atticus Wealth Management
Florida
$1.65M +$438K +1,211 +37%
CFO
1997
CVA Family Office
Colorado
$1.65M -$22.8K -63 -1%
AA
1998
Addison Advisors
Vermont
$1.65M +$105K +289 +7%
PWP
1999
Precedent Wealth Partners
Texas
$1.65M +$336K +928 +26%
SCA
2000
Sulzberger Capital Advisors
Florida
$1.65M -$3.62K -10 -0.2%
78 79
80
81 82