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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1976
Northcape Wealth Management
New York
$1.3M -$54.4K -100 -4%
RFS
1977
Richardson Financial Services
Massachusetts
$1.3M – – –
USWIA
1978
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.3M +$89.8K +165 +7%
HC
1979
Hara Capital
Washington
$1.3M +$3.81K +7 +0.3%
MWM
1980
MOKAN Wealth Management
Kansas
$1.3M +$35.4K +65 +3%
C1AG
1981
Client 1st Advisory Group
Florida
$1.29M – – –
CFP
1982
Cascade Financial Partners
California
$1.29M -$10.9K -20 -0.8%
OWCM
1983
One Wealth Capital Management
Arizona
$1.29M -$39.2K -72 -3%
ICP
1984
Impact Capital Partners
Colorado
$1.29M +$15.8K +29 +1%
SCM
1985
Schnieders Capital Management
California
$1.29M -$2.72K -5 -0.2%
SIM
1986
Sentry Investment Management
Wisconsin
$1.28M -$429K -788 -23%
RSA
1987
River Street Advisors
Illinois
$1.28M +$35.4K +65 +3%
FLI
1988
Family Legacy Inc
South Carolina
$1.28M – – –
MWM
1989
Modern Wealth Management
Kansas
$1.28M +$269K +494 +27%
AWM
1990
Absher Wealth Management
North Carolina
$1.28M -$4.36K -8 -0.3%
FFO
1991
Fiduciary Family Office
Florida
$1.28M +$1.27M +2,327 New
CFIA
1992
Cantor Fitzgerald Investment Advisors
New York
$1.27M – – –
FFA
1993
Florida Financial Advisors
Florida
$1.27M -$2.72K -5 -0.2%
PIA
1994
Perennial Investment Advisors
California
$1.27M +$40.8K +75 +3%
OC
1995
Oakworth Capital
Alabama
$1.27M -$6.53K -12 -0.5%
CFSG
1996
Clark Financial Services Group
Missouri
$1.27M +$134K +246 +12%
LI
1997
LRI Investments
Florida
$1.27M -$18K -33 -1%
MMM
1998
Mendel Money Management
Illinois
$1.27M – – –
SA
1999
Sovran Advisors
California
$1.26M +$127K +234 +11%
NFA
2000
Northern Financial Advisors
Michigan
$1.26M – – –
78 79
80
81 82