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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1976
One Wealth Advisors
California
$973K -$119K -1,108 -10%
SSCM
1977
Spectrum Strategic Capital Management
Oregon
$973K +$603K +5,592 +117%
AIC
1978
Archer Investment Corporation
Indiana
$973K +$271K +2,513 +54%
GWSG
1979
GPS Wealth Strategies Group
Colorado
$970K -$2.67M -24,720 -70%
CWA
1980
Clarity Wealth Advisors
California
$970K +$52.7K +489 +5%
CM
1981
Cercano Management
Washington
$969K – – –
NB
1982
Nicolet Bankshares
Wisconsin
$967K +$16.2K +150 +1%
RPSA
1983
Richard P. Slaughter Associates
Texas
$966K -$56.2K -521 -5%
PW
1984
Pandora Wealth
Illinois
$965K – – –
E
1985
Evansbrook
Illinois
$964K +$1.11M +10,280 New
CAM
1986
Concorde Asset Management
Michigan
$962K +$66.8K +620 +6%
SFP
1987
Sandbox Financial Partners
Maryland
$961K -$170K -1,581 -13%
CFO
1988
CVA Family Office
Colorado
$960K -$21K -195 -2%
WPC
1989
White Pine Capital
Minnesota
$959K +$301K +2,794 +38%
PWA
1990
Prairie Wealth Advisors
Nebraska
$958K -$1.1M -10,220 Closed
CCA
1991
Coign Capital Advisors
Utah
$957K +$17.7K +164 +2%
FFG
1992
Fiduciary Financial Group
California
$956K +$56.1K +520 +5%
MBT
1993
Montecito Bank & Trust
California
$955K -$134K -1,243 -11%
JWM
1994
JGP Wealth Management
Oregon
$955K -$15.6K -145 -1%
LCGC
1995
Legacy Capital Group California
California
$952K -$87.2K -809 -7%
IAMOG
1996
Investors Asset Management of Georgia
Georgia
$952K – – –
OIM
1997
Oder Investment Management
California
$952K – – –
KCM
1998
Kathmere Capital Management
Pennsylvania
$951K -$251K -2,327 -19%
KIA
1999
KCM Investment Advisors
California
$951K -$91.6K -850 -8%
TFG
2000
Taylor Financial Group
Virginia
$949K +$280K +2,600 +35%
78 79
80
81 82