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Name Holding Trade Value Shares
Change 		Change in
Stake
CWWM
1976
Clear Wave Wealth Management
New Jersey
$2.35M +$384K +512 +34%
BHB
1977
Bank Hapoalim BM
Israel
$2.34M +$532K +710 +54%
BFWM
1978
Bright Futures Wealth Management
New York
$2.34M -$305K -407 -17%
BCP
1979
Berkeley Capital Partners
Georgia
$2.34M -$217K -290 -13%
AWM
1980
Apex Wealth Management
New Hampshire
$2.33M -$357K -476 -19%
CCM
1981
Crew Capital Management
Ohio
$2.33M -$2.14M -2,852 -59%
LIA
1982
LBMC Investment Advisors
Tennessee
$2.32M -$927K -1,236 -38%
MFG
1983
Magnus Financial Group
New York
$2.32M -$64.5K -86 -4%
LFS
1984
Legacy Financial Strategies
Kansas
$2.32M +$156K +208 +12%
MGM
1985
Miura Global Management
New York
$2.31M -$6M -8,000 -80%
I
1986
InterCapital
Texas
$2.31M -$1.87M -2,500 -56%
TPC
1987
Twin Peaks Capital
$2.31M +$1.5M +2,000 New
IAMOG
1988
Investors Asset Management of Georgia
Georgia
$2.31M +$258K +344 +21%
GGI
1989
Godsey & Gibb Inc
Virginia
$2.31M +$48.7K +65 +3%
FA
1990
Fiduciary Alliance
South Carolina
$2.31M +$439K +586 +42%
NMCM
1991
Nicholson Meyer Capital Management
Missouri
$2.3M -$18K -24 -1%
5NPW
1992
55 North Private Wealth
Florida
$2.3M +$359K +479 +32%
ACM
1993
Alpha Capital Management
Texas
$2.3M -$1.23M -1,637 -45%
SC
1994
Stance Capital
Massachusetts
$2.3M -$1.1M -1,470 -42%
BIAS
1995
Beacon Investment Advisory Services
New Jersey
$2.3M -$176K -235 -11%
PCH
1996
PGIM Custom Harvest
New Jersey
$2.29M +$168K +224 +13%
BW
1997
BIP Wealth
Georgia
$2.29M +$510K +680 +52%
FPW
1998
Fairvoy Private Wealth
Alabama
$2.29M +$376K +501 +34%
AU
1999
AlphaGrep UK
$2.28M +$285K +380 +24%
HIA
2000
Harbor Investment Advisory
Maryland
$2.28M +$526K +701 +55%
78 79
80
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