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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1976
Finer Wealth Management
Massachusetts
$618K – – –
FWP
1977
Firethorn Wealth Partners
Georgia
$618K +$68.2K +1,136 +13%
MFWP
1978
Mosaic Family Wealth Partners
Missouri
$618K -$11.5K -191 -2%
ERWM
1979
Elk River Wealth Management
Colorado
$615K -$51.5K -858 -8%
ACP
1980
Aveo Capital Partners
Colorado
$615K +$11.1K +185 +2%
AIM
1981
Aspen Investment Management
Michigan
$614K -$18.8K -313 -3%
BWA
1982
BCU Wealth Advisors
Illinois
$613K – – –
GWA
1983
Gibson Wealth Advisors
Texas
$612K +$601K +10,000 New
RW
1984
Regimen Wealth
Georgia
$609K -$108K -1,792 -15%
THWM
1985
Taylor Hoffman Wealth Management
Virginia
$609K -$19.6K -326 -3%
AIC
1986
Archer Investment Corporation
Indiana
$608K -$229K -3,814 -28%
OL
1987
OneFund LLC
Florida
$608K -$16.5K -274 -3%
MW
1988
MBL Wealth
North Carolina
$604K -$73K -1,215 -11%
WA1
1989
Wimmer Associates 1
California
$602K +$6.61K +110 +1%
SN
1990
Sittner & Nelson
Oregon
$602K – – –
OFS
1991
OneAscent Financial Services
Alabama
$601K -$12.3K -205 -2%
EFG
1992
Embree Financial Group
Illinois
$600K +$7.87K +131 +1%
DWMS
1993
Dominguez Wealth Management Solutions
Virginia
$600K -$28.1K -467 -5%
TW
1994
TrinityPoint Wealth
Connecticut
$600K +$21.7K +362 +4%
AA
1995
Alta Advisers
United Kingdom
$600K – – –
IA
1996
IFG Advisors
Missouri
$599K – – –
CAM
1997
Councilmark Asset Management
Tennessee
$598K +$587K +9,776 New
TFO
1998
Tarbox Family Office
California
$598K +$142K +2,372 +32%
RIA
1999
Richwood Investment Advisors
Ohio
$597K +$8.95K +149 +2%
EFSCE
2000
Enterprise Financial Services Corp (EFSC)
Missouri
$597K -$141K -2,353 -19%
78 79
80
81 82