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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1976
Adamsbrown Wealth Consultants
Kansas
$397K +$5.28K +23 +2%
RDWM
1977
Red Door Wealth Management
Tennessee
$396K +$20.6K +90 +7%
VEA
1978
Virtus ETF Advisers
New York
$396K +$96.6K +421 +44%
IW
1979
Imprint Wealth
South Carolina
$395K -$310K -1,350 -49%
WP
1980
WealthShield Partners
North Carolina
$395K +$2.52K +11 +0.8%
DFG
1981
Demars Financial Group
Washington
$395K -$126K -547 -28%
TA
1982
TrueWealth Advisors
Alabama
$395K -$17.4K -76 -5%
WSFS
1983
Wilmington Savings Fund Society
Delaware
$394K -$15.8K -69 -5%
CFO
1984
Collective Family Office
Pennsylvania
$393K -$5.97K -26 -2%
OAG
1985
Oakmont Advisory Group
New Mexico
$392K +$315K +1,374 New
BOSSRA
1986
B.O.S.S. Retirement Advisors
Utah
$391K -$6.88K -30 -2%
SAM
1987
Strategy Asset Managers
California
$391K -$73.9K -322 -19%
EC
1988
EdgeRock Capital
Colorado
$391K +$314K +1,370 New
ACI
1989
Alpha Cubed Investments
California
$391K -$688 -3 -0.2%
EIA
1990
Edgemoor Investment Advisors
Maryland
$387K – – –
ACM
1991
Alpha Capital Management
Texas
$385K -$31.9K -139 -9%
RP
1992
Rowlandmiller & Partners
Georgia
$384K +$101K +440 +49%
AAG
1993
Armstrong Advisory Group
Massachusetts
$383K +$140K +609 +83%
BMM
1994
Berkshire Money Management
Massachusetts
$382K +$307K +1,340 New
RAM
1995
Reflection Asset Management
South Carolina
$382K +$307K +1,338 New
RA
1996
Range Advisory
Virginia
$382K +$307K +1,337 New
LFA
1997
Laraway Financial Advisors
Minnesota
$381K +$306K +1,335 New
PTC
1998
Philadelphia Trust Company
Pennsylvania
$381K +$306K +1,335 New
CRWM
1999
Castle Rock Wealth Management
California
$380K +$210K +917 New
NEWAS
2000
N.E.W. Advisory Services
Wisconsin
$380K +$73.7K +321 +32%
78 79
80
81 82