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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
1976
Imprint Wealth
South Carolina
$395K -$310K -1,350 -49%
WP
1977
WealthShield Partners
North Carolina
$395K +$2.52K +11 +0.8%
DFG
1978
Demars Financial Group
Washington
$395K -$126K -547 -28%
TA
1979
TrueWealth Advisors
Alabama
$395K -$17.4K -76 -5%
WSFS
1980
Wilmington Savings Fund Society
Delaware
$394K -$15.8K -69 -5%
CFO
1981
Collective Family Office
Pennsylvania
$393K -$5.97K -26 -2%
OAG
1982
Oakmont Advisory Group
New Mexico
$392K +$315K +1,374 New
BOSSRA
1983
B.O.S.S. Retirement Advisors
Utah
$391K -$6.88K -30 -2%
SAM
1984
Strategy Asset Managers
California
$391K -$73.9K -322 -19%
EC
1985
EdgeRock Capital
Colorado
$391K +$314K +1,370 New
ACI
1986
Alpha Cubed Investments
California
$391K -$688 -3 -0.2%
EIA
1987
Edgemoor Investment Advisors
Maryland
$387K – – –
ACM
1988
Alpha Capital Management
Texas
$385K -$31.9K -139 -9%
RP
1989
Rowlandmiller & Partners
Georgia
$384K +$101K +440 +49%
AAG
1990
Armstrong Advisory Group
Massachusetts
$383K +$140K +609 +83%
BMM
1991
Berkshire Money Management
Massachusetts
$382K +$307K +1,340 New
RAM
1992
Reflection Asset Management
South Carolina
$382K +$307K +1,338 New
LFA
1993
Laraway Financial Advisors
Minnesota
$381K +$306K +1,335 New
PTC
1994
Philadelphia Trust Company
Pennsylvania
$381K +$306K +1,335 New
CRWM
1995
Castle Rock Wealth Management
California
$380K +$210K +917 New
NEWAS
1996
N.E.W. Advisory Services
Wisconsin
$380K +$73.7K +321 +32%
TPWA
1997
Twin Peaks Wealth Advisors
California
$380K +$227K +990 New
AFO
1998
Arrowroot Family Office
California
$380K – – –
RCM
1999
RNC Capital Management
California
$378K – – –
UIM
2000
Unified Investment Management
Georgia
$378K -$4.82K -21 -2%
78 79
80
81 82