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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1976
Clal Insurance
Israel
$40K -$2.84K -6 -7%
VWA
1977
Valued Wealth Advisors
Utah
$39.2K – – –
RWS
1978
Retirement Wealth Solutions
Wisconsin
$38.5K -$473 -1 -1%
JFA
1979
JNBA Financial Advisors
Minnesota
$37.5K – – –
AFG
1980
Albion Financial Group
Utah
$36.6K +$17K +36 +88%
EA
1981
Evolution Advisers
Virginia
$36K +$37.4K +79 New
MSWA
1982
Marshall & Sterling Wealth Advisors
New York
$35.8K – – –
AP
1983
Aspect Partners
Virginia
$35.6K – – –
CIAS
1984
CBIZ Investment Advisory Services
Ohio
$33.7K +$3.31K +7 +11%
AWM
1985
Abound Wealth Management
Tennessee
$33.5K +$473 +1 +1%
PSFG
1986
Park Square Financial Group
Georgia
$32.8K -$95.2K -201 -74%
TC
1987
Truvestments Capital
Florida
$32.8K +$32.7K +69 New
AEPWM
1988
Atlantic Edge Private Wealth Management
Florida
$32.3K – – –
CJ
1989
Caitlin John
Michigan
$32K +$31.7K +67 New
GA
1990
Guerra Advisors
Florida
$29.5K +$29.4K +62 New
ORAM
1991
One River Asset Management
Connecticut
$29.5K +$29.4K +62 New
SP
1992
Saranac Partners
$29.5K +$29.4K +62 New
B
1993
Birchbrook
Maine
$29.4K +$10.4K +22 +55%
YP
1994
YANKCOM Partnership
South Dakota
$29.4K +$19.4K +41 +195%
KA
1995
Kozak & Associates
Colorado
$29.3K – – –
BWL
1996
Bogart Wealth LLC
Virginia
$29K +$1.89K +4 +7%
1IA
1997
1620 Investment Advisors
Massachusetts
$28.9K +$473 +1 +2%
AG
1998
AmeriFlex Group
Nevada
$28.5K -$784K -1,656 -97%
W
1999
WealthCollab
Washington
$28.5K – – –
KG
2000
Kilter Group
New York
$28K +$5.68K +12 +26%
78 79
80
81 82