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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1976
First Interstate Bank
Montana
$20.1M -$564K -1,125 -3%
ACM
1977
Allred Capital Management
Texas
$20.1M -$223K -445 -1%
APP
1978
Avantax Planning Partners
Iowa
$20.1M -$2.23M -4,456 -10%
AI
1979
Accredited Investors
Minnesota
$20.1M -$348K -695 -2%
OMG
1980
One Madison Group
New York
$20.1M +$5.76M +11,500 +38%
UB
1981
Umpqua Bank
Oregon
$20.1M -$271K -541 -1%
MAM
1982
Morse Asset Management
Connecticut
$20M -$788K -1,572 -4%
RCYC
1983
Richard C. Young & Co
Rhode Island
$20M +$775K +1,547 +4%
PFS
1984
Physicians Financial Services
North Carolina
$20M -$318K -635 -2%
NP
1985
Nilsine Partners
Colorado
$20M +$733K +1,462 +4%
KCPG
1986
Kavar Capital Partners Group
Kansas
$20M +$198K +396 +1%
CFS
1987
CRA Financial Services
New Jersey
$20M +$103K +206 +0.5%
TWM
1988
Tradition Wealth Management
Minnesota
$19.9M +$2.23M +4,447 +12%
LHC
1989
Little House Capital
Massachusetts
$19.9M -$2.29M -4,566 -10%
WCM
1990
Whitener Capital Management
North Carolina
$19.9M -$100K -200 -0.5%
PAMG
1991
Patton Albertson Miller Group
Tennessee
$19.9M -$2.06M -4,111 -9%
ACP
1992
Aviance Capital Partners
Florida
$19.8M -$21K -42 -0.1%
BMWM
1993
Brown Miller Wealth Management
Virginia
$19.8M +$57.6K +115 +0.3%
LOPW
1994
Live Oak Private Wealth
North Carolina
$19.8M -$523K -1,044 -2%
WA
1995
WBH Advisory
Maryland
$19.8M -$268K -534 -1%
ICP
1996
Impact Capital Partners
Colorado
$19.7M +$128K +255 +0.6%
BAM
1997
Boyar Asset Management
New York
$19.7M -$423K -845 -2%
OL
1998
one8zero8 LLC
North Carolina
$19.7M -$65.1K -130 -0.3%
CWP
1999
Concord Wealth Partners
Virginia
$19.7M +$882K +1,760 +5%
JHCP
2000
Jackson Hole Capital Partners
Oklahoma
$19.7M -$127K -254 -0.6%
78 79
80
81 82