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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCA
1976
Mill Creek Capital Advisors
Pennsylvania
$4.34M +$281K +479 +7%
DWP
1977
Destiny Wealth Partners
Florida
$4.33M +$71K +121 +2%
SCM
1978
Sterneck Capital Management
Missouri
$4.33M +$14.7K +25 +0.3%
FMB
1979
Field & Main Bank
Kentucky
$4.32M -$37.6K -64 -0.9%
QP
1980
Quartz Partners
New York
$4.31M +$158K +270 +4%
GPWM
1981
Grant Private Wealth Management
California
$4.3M +$4.32M +7,352 New
AO
1982
Advisor OS
Illinois
$4.3M +$183K +312 +4%
BIA
1983
Benchmark Investment Advisors
Illinois
$4.3M +$571K +973 +15%
CG
1984
CFO4Life Group
Texas
$4.29M +$46.4K +79 +1%
ACL
1985
Applied Capital LLC
Florida
$4.29M -$14.7K -25 -0.3%
CFP
1986
Cascade Financial Partners
California
$4.28M -$61.6K -105 -1%
AA
1987
Aire Advisors
California
$4.28M +$17.6K +30 +0.4%
MWS
1988
Maxwell Wealth Strategies
California
$4.27M +$21.7K +37 +0.5%
WAS
1989
Winch Advisory Services
Wisconsin
$4.27M -$1.17K -2 -0%
GS
1990
GWN Securities
Florida
$4.27M +$3.92M +6,678 New
1WM
1991
1858 Wealth Management
Ohio
$4.27M +$122K +208 +3%
HAG
1992
HF Advisory Group
Maryland
$4.27M -$216K -368 -5%
CT
1993
Chicago Trust
Illinois
$4.27M -$410K -698 -9%
FHWM
1994
Fox Hill Wealth Management
Massachusetts
$4.27M -$319K -544 -7%
MCC
1995
Malaga Cove Capital
California
$4.27M -$118K -201 -3%
LWL
1996
Leo Wealth LLC
Texas
$4.26M -$212K -361 -5%
AA
1997
Alta Advisers
United Kingdom
$4.26M +$634K +1,080 +17%
WP
1998
WealthPLAN Partners
Nebraska
$4.26M -$620K -1,057 -13%
GGI
1999
GPM Growth Investors
Michigan
$4.26M +$1.8M +3,073 +73%
JWM
2000
Jupiter Wealth Management
Colorado
$4.25M +$308K +525 +8%
78 79
80
81 82