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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1976
Elyxium Wealth
California
$1.52M -$7.29K -20 -0.4%
TWPM
1977
Total Wealth Planning & Management
Florida
$1.52M +$104K +286 +7%
WP
1978
WealthPLAN Partners
Nebraska
$1.51M +$191K +525 +13%
MIC
1979
Means Investment Company
Maine
$1.51M -$36.8K -101 -2%
SWM
1980
SHP Wealth Management
Massachusetts
$1.51M -$125K -343 -7%
C
1981
Certuity
Florida
$1.51M -$421K -1,155 -20%
FIS
1982
Fundsmith Investment Services
Mauritius
$1.51M -$1.73M -4,736 -51%
MSWM
1983
McGlone Suttner Wealth Management
Wisconsin
$1.51M +$62.3K +171 +4%
WC
1984
Westhampton Capital
North Carolina
$1.5M -$10.9K -30 -0.7%
PFWA
1985
Paces Ferry Wealth Advisors
Georgia
$1.5M -$52.5K -144 -3%
MCCA
1986
Mill Creek Capital Advisors
Pennsylvania
$1.49M +$5.1K +14 +0.3%
AA
1987
Addison Advisors
Vermont
$1.49M +$62.7K +172 +4%
OIM
1988
Orca Investment Management
Oregon
$1.49M -$56.1K -154 -3%
TWM
1989
Tradition Wealth Management
Minnesota
$1.49M -$62.7K -172 -4%
DI
1990
DAGCO Inc
Ohio
$1.49M -$320K -879 -16%
TCOTS
1991
Trust Company of the South
North Carolina
$1.49M +$9.11K +25 +0.6%
CWM
1992
Chemistry Wealth Management
New York
$1.49M – – –
KCM
1993
Kerusso Capital Management
North Carolina
$1.48M -$117K -320 -7%
HHGA
1994
Halbert Hargrove Global Advisors
California
$1.48M – – –
SA
1995
Sovran Advisors
California
$1.48M +$52.5K +144 +3%
CL
1996
CIM LLC
New York
$1.48M -$775K -2,128 -32%
CW
1997
CrossGen Wealth
North Carolina
$1.48M -$34.3K -94 -2%
TC
1998
Trilogy Capital
California
$1.48M +$91.5K +251 +6%
KSB
1999
Kennebec Savings Bank
Maine
$1.48M +$118K +323 +8%
LOWM
2000
Laurel Oak Wealth Management
New Jersey
$1.48M +$15.7K +43 +1%
78 79
80
81 82