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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1976
Marcum Wealth
Ohio
$3.69M +$116K +225 +4%
VWM
1977
VCI Wealth Management
Missouri
$3.69M +$2.22M +4,308 +201%
NL
1978
Navalign LLC
California
$3.68M -$213K -413 -6%
WCA
1979
Westover Capital Advisors
Delaware
$3.67M +$999K +1,941 +43%
LCWP
1980
Legacy Capital Wealth Partners
Arkansas
$3.67M +$1.56M +3,027 +89%
BIA
1981
Benchmark Investment Advisors
Illinois
$3.64M +$236K +459 +8%
HBT
1982
Heartland Bank & Trust
Illinois
$3.63M -$79.2K -154 -2%
PFA
1983
Peak Financial Advisors
Colorado
$3.62M +$39.1K +76 +1%
IWA
1984
Icon Wealth Advisors
Texas
$3.62M +$138K +268 +4%
CIC
1985
Cornercap Investment Counsel
Georgia
$3.6M -$2.52M -4,890 -44%
CCM
1986
Chickasaw Capital Management
Tennessee
$3.59M +$152K +295 +5%
UH
1987
Unigestion Holding
Switzerland
$3.59M -$2.58M -5,009 -44%
AAB
1988
ABN AMRO Bank
Netherlands
$3.59M +$71K +138 +2%
B
1989
Bellecapital
Switzerland
$3.59M +$5.66K +11 +0.2%
RWM
1990
RKL Wealth Management
Pennsylvania
$3.58M +$95.2K +185 +3%
CCWM
1991
Cassaday & Co Wealth Management
Virginia
$3.58M -$82.8K -161 -3%
IC
1992
Inscription Capital
Texas
$3.58M +$94.2K +183 +3%
ZIC
1993
ZWJ Investment Counsel
Georgia
$3.58M +$45.8K +89 +1%
ACM
1994
AUA Capital Management
Pennsylvania
$3.58M -$36K -70 -1%
BFG
1995
Beacon Financial Group
Texas
$3.57M -$134K -260 -4%
APS
1996
American Planning Services
Florida
$3.57M +$89K +173 +3%
CWA
1997
Consilio Wealth Advisors
Washington
$3.57M +$607K +1,179 +23%
BFA
1998
Brown Financial Advisors
Ohio
$3.56M +$820K +1,594 +34%
CCG
1999
Cypress Capital Group
Florida
$3.56M +$936K +1,819 +41%
GAM
2000
Garrison Asset Management
Arkansas
$3.56M -$33.4K -65 -1%
78 79
80
81 82