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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1976
Biltmore Family Office
North Carolina
$973K +$418K +2,000 +88%
EA
1977
Emerald Advisers
Pennsylvania
$963K -$34.7K -166 -4%
CCP
1978
Cardan Capital Partners
Colorado
$963K +$233K +1,115 +36%
BCM
1979
Becker Capital Management
Oregon
$959K +$241K +1,155 +38%
NWP
1980
Northstar Wealth Partners
Connecticut
$957K -$112K -535 -11%
GIA
1981
Guyasuta Investment Advisors
Pennsylvania
$953K -$47K -225 -5%
HCM
1982
Highlander Capital Management
New Jersey
$948K -$73.1K -350 -8%
AB
1983
Atlas Brown
Kentucky
$947K -$140K -669 -14%
MA
1984
MONECO Advisors
Connecticut
$947K +$17.1K +82 +2%
OFS
1985
OneAscent Financial Services
Alabama
$941K +$456K +2,183 +111%
SAM
1986
Secure Asset Management
Michigan
$940K -$88.3K -423 -9%
CL
1987
Choreo LLC
Illinois
$940K +$25.1K +120 +3%
FNBOH
1988
First National Bank of Hutchinson
Kansas
$939K -$144K -688 -14%
ST
1989
Spinnaker Trust
Maine
$938K -$18.8K -90 -2%
MFG
1990
Menard Financial Group
Texas
$935K +$860K +4,117 New
EP
1991
Eudaimonia Partners
Tennessee
$931K -$71.6K -343 -8%
RFM
1992
Royal Fund Management
Florida
$930K -$102K -490 -11%
BFPW
1993
BOK Financial Private Wealth
Colorado
$926K +$125K +600 +17%
GAM
1994
Gemmer Asset Management
California
$920K +$14K +67 +2%
RIM
1995
Redwood Investment Management
Arizona
$919K +$845K +4,047 New
SFSIG
1996
San Francisco Sentry Investment Group
California
$916K +$31.5K +151 +4%
AIA
1997
Arbor Investment Advisors
North Carolina
$915K – – –
CBN
1998
Cadence Bank NA
Texas
$915K +$102K +490 +14%
BFO
1999
Boston Family Office
Massachusetts
$913K +$144K +690 +21%
CA
2000
Continuum Advisory
Idaho
$909K -$37K -177 -4%
78 79
80
81 82