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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1976
Lee Financial
Texas
$962K -$150K -330 -13%
GDP
1977
Great Diamond Partners
Maine
$962K -$62K -136 -6%
FMN
1978
Financial Management Network
California
$960K -$3.64K -8 -0.4%
CWM
1979
Connecticut Wealth Management
Connecticut
$958K +$4.55K +10 +0.5%
CB
1980
Community Bank
New York
$957K -$11.4K -25 -1%
MFG
1981
MidWestOne Financial Group
Iowa
$956K +$16.4K +36 +2%
OL
1982
OneFund LLC
Florida
$952K +$8.65K +19 +0.9%
FMB
1983
Field & Main Bank
Kentucky
$952K +$52.4K +115 +6%
BTWM
1984
Baker Tilly Wealth Management
Wisconsin
$949K -$2.54M -5,582 -72%
DFA
1985
Davies Financial Advisors
California
$947K -$55.6K -122 -5%
MFWP
1986
Mosaic Family Wealth Partners
Missouri
$947K +$3.19K +7 +0.3%
NCM
1987
New Capital Management
Texas
$945K – – –
JCM
1988
Jacobsen Capital Management
Utah
$941K +$43.7K +96 +5%
BIP
1989
Blueprint Investment Partners
North Carolina
$937K -$524K -1,150 -35%
AB
1990
Atlas Brown
Kentucky
$936K +$4.1K +9 +0.4%
WC
1991
Waterloo Capital
Texas
$933K -$58.8K -129 -6%
ECA
1992
Elevated Capital Advisors
Utah
$931K +$76.5K +168 +9%
ZB
1993
Zions Bancorporation
Utah
$926K -$110K -241 -10%
BFS
1994
Burr Financial Services
California
$922K -$83.8K -184 -8%
TSMHT
1995
Thurston Springer Miller Herd & Titak
Indiana
$920K +$949K +2,083 New
MC
1996
Maren Capital
Illinois
$920K – – –
JAG
1997
Journey Advisory Group
Kentucky
$918K +$25.1K +55 +3%
NRD
1998
Nebula Research & Development
New York
$917K +$947K +2,078 New
RSWA
1999
Robinson Smith Wealth Advisors
Maine
$916K +$2.73K +6 +0.3%
CIC
2000
Crawford Investment Counsel
Georgia
$914K -$5.47K -12 -0.6%
78 79
80
81 82