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Name Holding Trade Value Shares
Change 		Change in
Stake
MADR
1976
Milestones Administradora de Recursos
Brazil
$637K +$619K +10,000 New
EWA
1977
Elevate Wealth Advisory
Georgia
$636K +$392K +6,339 +177%
BFA
1978
Buttonwood Financial Advisors
Maryland
$636K -$154K -2,484 -20%
MFWP
1979
Mosaic Family Wealth Partners
Missouri
$635K -$7.12K -115 -1%
AIM
1980
Aspen Investment Management
Michigan
$635K -$3.1K -50 -0.5%
NEWAS
1981
N.E.W. Advisory Services
Wisconsin
$635K -$43.5K -703 -7%
FH
1982
FWG Holdings
Florida
$634K +$30.1K +487 +5%
CA
1983
Cambridge Advisors
Nebraska
$633K +$64.3K +1,039 +12%
RIA
1984
Richwood Investment Advisors
Ohio
$632K +$10.3K +166 +2%
MPIA
1985
Mountain Pacific Investment Advisers
Idaho
$631K -$57.6K -930 -9%
AI
1986
Accredited Investors
Minnesota
$630K +$50.2K +811 +9%
DWM
1987
Drive Wealth Management
Utah
$630K +$9.35K +151 +2%
THWM
1988
Taylor Hoffman Wealth Management
Virginia
$630K – – –
SIS
1989
Strategic Investment Solutions
Illinois
$630K +$609K +9,834 New
WA1
1990
Wimmer Associates 1
California
$629K +$2.54K +41 +0.4%
TC
1991
Trust Company
Kansas
$628K +$184K +2,965 +43%
JAG
1992
Journey Advisory Group
Kentucky
$627K -$27.1K -437 -4%
DF
1993
Donoghue Forlines
Massachusetts
$627K -$42.9K -693 -7%
RWA
1994
River Wealth Advisors
Pennsylvania
$624K +$18.8K +304 +3%
EFG
1995
Embree Financial Group
Illinois
$624K -$557 -9 -0.1%
QC
1996
Quent Capital
New York
$624K +$44.2K +714 +8%
BFM
1997
Boothbay Fund Management
New York
$624K -$1.86M -30,046 -75%
ZF
1998
Zhang Financial
Michigan
$624K -$63.4K -1,025 -9%
IA
1999
IFG Advisors
Missouri
$623K +$310 +5 +0.1%
CWI
2000
Conscious Wealth Investments
Florida
$623K – – –
78 79
80
81 82