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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1976
Drive Wealth Management
Utah
$587K +$174K +2,877 +45%
WHCI
1977
W.H. Cornerstone Investments
Massachusetts
$587K +$13.7K +227 +2%
OWM
1978
OneAscent Wealth Management
Alabama
$587K +$73.2K +1,213 +15%
BCPWM
1979
Bradley & Co Private Wealth Management
Florida
$587K – – –
IAP
1980
Indie Asset Partners
Indiana
$587K – – –
FWP
1981
Firethorn Wealth Partners
Georgia
$586K +$22.9K +380 +4%
NME
1982
Notis-McConarty Edward
$585K – – –
ANBT
1983
American National Bank & Trust
Texas
$585K +$72.1K +1,194 +15%
MCCP
1984
Mission Creek Capital Partners
California
$583K -$33.1K -548 -6%
SWP
1985
Semus Wealth Partners
Florida
$583K +$553K +9,158 New
EFG
1986
Everhart Financial Group
Ohio
$582K -$98.2K -1,627 -15%
CWM
1987
Circle Wealth Management
New Jersey
$581K +$22K +364 +4%
ICA
1988
Infrastructure Capital Advisors
New York
$579K +$53.5K +887 +11%
SS
1989
Sunbelt Securities
Texas
$579K +$8.57K +142 +2%
AO
1990
Advisor OS
Illinois
$579K +$41.4K +685 +8%
FUBT
1991
First United Bank & Trust
Maryland
$579K – – –
CL
1992
COWA LLC
Oklahoma
$579K +$1.39K +23 +0.3%
SC
1993
Searle & Co
Connecticut
$577K – – –
GLLW
1994
Graves Light Lenhart Wealth
Virginia
$577K -$17.3K -287 -3%
SIS
1995
Strategic Investment Solutions
Illinois
$576K +$577K +9,562 New
FNA
1996
First National Advisers
Nebraska
$575K +$59.7K +989 +12%
AWA
1997
Alta Wealth Advisors
Massachusetts
$573K +$129K +2,140 +31%
CMANY
1998
Capital Management Associates (New York)
New York
$572K -$302K -5,000 -36%
HB
1999
Horizon Bancorp
Indiana
$569K +$540K +8,942 New
RWP
2000
Revolve Wealth Partners
New Jersey
$567K -$9.06K -150 -2%
78 79
80
81 82