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Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1976
O'Dell Group
Ohio
$219K +$118 +1 +0%
KPW
1977
Kore Private Wealth
New York
$219K +$12.1K +102 +5%
CCG
1978
Coastwise Capital Group
California
$219K +$47.7K +403 +23%
BFO
1979
Biltmore Family Office
North Carolina
$218K – – –
RZH
1980
Relyea Zuckerberg Hanson
Connecticut
$217K +$58.1K +491 +30%
1W
1981
1776 Wealth
Georgia
$216K – – –
WI
1982
Wedgewood Investors
Pennsylvania
$216K – – –
MAM
1983
McLean Asset Management
Virginia
$216K +$828 +7 +0.3%
MW
1984
MBL Wealth
North Carolina
$215K -$188K -1,592 -43%
QPWM
1985
Quadrant Private Wealth Management
Pennsylvania
$215K -$17.3K -146 -7%
SFG
1986
StrategIQ Financial Group
Indiana
$215K -$7.1K -60 -3%
EDRIA
1987
Edmonds Duncan Registered Investment Advisors
Kansas
$215K – – –
SIAG
1988
Signet Investment Advisory Group
Rhode Island
$215K – – –
HBW
1989
Hazlett, Burt & Watson
West Virginia
$215K +$473 +4 +0.2%
PWM
1990
Paulson Wealth Management
Illinois
$215K +$5.32K +45 +2%
EWM
1991
Elite Wealth Management
Washington
$215K +$249K +2,107 New
UL
1992
Unionview LLC
Washington
$213K -$10.3K -87 -4%
BOPW
1993
Brandywine Oak Private Wealth
Pennsylvania
$212K – – –
PGA
1994
Portland Global Advisors
Maine
$212K – – –
PCG
1995
Prosperity Consulting Group
Maryland
$212K +$14.8K +125 +6%
CWA
1996
Canvas Wealth Advisors
Kansas
$212K +$46K +389 +23%
WC
1997
Woodstock Corp
Massachusetts
$211K -$30.9K -261 -11%
LFS
1998
Legacy Financial Strategies
Kansas
$211K +$12.8K +108 +6%
BEW
1999
Burton Enright Welch
California
$210K +$473 +4 +0.2%
AGP
2000
Autumn Glory Partners
Texas
$210K -$877K -7,415 -78%
78 79
80
81 82