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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1976
StrategIQ Financial Group
Indiana
$287K – – –
AWM
1977
Adams Wealth Management
Utah
$286K -$106K -3,104 -22%
FAN
1978
Financial Advisors Network
California
$286K +$26K +762 +7%
FCB
1979
First Command Bank
Texas
$285K -$19.7K -579 -5%
FCFS
1980
First Command Financial Services
Texas
$285K -$19.7K -579 -5%
BWP
1981
Baldwin Wealth Partners
Massachusetts
$285K -$16.9K -497 -4%
CFO
1982
Capitol Family Office
Oregon
$285K -$12.1K -354 -3%
IC
1983
Inscription Capital
Texas
$284K -$2.3M -67,402 -86%
BIC
1984
Beach Investment Counsel
Pennsylvania
$284K – – –
WA
1985
Wealth Alliance
New York
$284K +$23.2K +680 +7%
VFA
1986
Voya Financial Advisors
Connecticut
$284K +$48.8K +1,431 +15%
HPWM
1987
Highland Private Wealth Management
Washington
$283K -$149K -4,380 -28%
DIM
1988
Delta Investment Management
California
$283K +$374K +10,979 New
AHB
1989
Abner Herrman & Brock
New Jersey
$282K -$97.2K -2,850 -21%
MRCM
1990
M&R Capital Management
New Jersey
$282K -$68.5K -2,008 -15%
PIA
1991
Perennial Investment Advisors
California
$281K -$390K -11,430 -51%
WWM
1992
Windsor Wealth Management
Indiana
$281K +$4.36K +128 +1%
NFSG
1993
Newbridge Financial Services Group
Florida
$281K +$119K +3,493 +47%
BFIC
1994
Bedell Frazier Investment Counselling
California
$280K +$23.9K +700 +7%
VWM
1995
Valley Wealth Managers
New Jersey
$279K -$175K -5,134 -32%
IIM
1996
Ironwood Investment Management
Massachusetts
$279K -$119K -3,500 -24%
DWM
1997
Defined Wealth Management
Oregon
$279K +$370K +10,840 New
AFG
1998
Alterity Financial Group
Maine
$278K -$30.7K -900 -8%
OCPWS
1999
One Charles Private Wealth Services
Massachusetts
$278K +$10.8K +317 +3%
KIG
2000
Kowal Investment Group
Wisconsin
$278K +$18.6K +546 +5%
78 79
80
81 82