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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
1976
Emerald Advisors
Washington
$1.65M +$189K +515 +12%
LGG
1977
Luts & Greenleigh Group
Maryland
$1.64M -$29.3K -80 -2%
SJIM
1978
St. Johns Investment Management
Florida
$1.64M +$16.1K +44 +0.9%
ACP
1979
Arcus Capital Partners
Georgia
$1.64M +$848K +2,314 +95%
MWA
1980
Midland Wealth Advisors
Illinois
$1.63M -$286K -780 -14%
CFP
1981
Catalyst Financial Partners
Massachusetts
$1.63M -$97.8K -267 -5%
SFG
1982
SevenBridge Financial Group
Pennsylvania
$1.63M -$625K -1,707 -29%
RFA
1983
Register Financial Advisors
Georgia
$1.63M +$51.3K +140 +3%
MIC
1984
Means Investment Company
Maine
$1.62M -$8.42K -23 -0.5%
TWM
1985
Tradition Wealth Management
Minnesota
$1.62M -$25.6K -70 -1%
CI
1986
Cherokee Insurance
Michigan
$1.62M – – –
PFWA
1987
Paces Ferry Wealth Advisors
Georgia
$1.61M -$16.1K -44 -0.9%
OIM
1988
Orca Investment Management
Oregon
$1.61M +$2.56K +7 +0.1%
PWM
1989
Pines Wealth Management
North Carolina
$1.61M +$34.4K +94 +2%
CSB
1990
City State Bank
Iowa
$1.6M -$17.9K -49 -1%
7WCP
1991
71 West Capital Partners
Massachusetts
$1.6M +$1.71M +4,663 New
FWP
1992
Falcon Wealth Planning
California
$1.6M -$20.9K -57 -1%
ILI
1993
Invesco LLC (Illinois)
Illinois
$1.6M +$17.9K +49 +1%
PNFS
1994
PW Nova Financial Services
Pennsylvania
$1.6M +$1.69M +4,619 New
EW
1995
Elyxium Wealth
California
$1.59M -$28.9K -79 -2%
MC
1996
Martin & Co
Tennessee
$1.59M +$51.6K +141 +3%
AP
1997
Anchyra Partners
Georgia
$1.59M +$1.69M +4,616 New
WC
1998
Westhampton Capital
North Carolina
$1.58M +$76.6K +209 +5%
PWM
1999
Power Wealth Management
Georgia
$1.58M -$25.3K -69 -1%
BWM
2000
BNC Wealth Management
Oregon
$1.58M -$61.9K -169 -4%
78 79
80
81 82