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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1976
Coastwise Capital Group
California
$219K +$47.7K +403 +23%
BFO
1977
Biltmore Family Office
North Carolina
$218K – – –
RZH
1978
Relyea Zuckerberg Hanson
Connecticut
$217K +$58.1K +491 +30%
1W
1979
1776 Wealth
Georgia
$216K – – –
WI
1980
Wedgewood Investors
Pennsylvania
$216K – – –
MAM
1981
McLean Asset Management
Virginia
$216K +$828 +7 +0.3%
MW
1982
MBL Wealth
North Carolina
$215K -$188K -1,592 -43%
QPWM
1983
Quadrant Private Wealth Management
Pennsylvania
$215K -$17.3K -146 -7%
SFG
1984
StrategIQ Financial Group
Indiana
$215K -$7.1K -60 -3%
EDRIA
1985
Edmonds Duncan Registered Investment Advisors
Kansas
$215K – – –
SIAG
1986
Signet Investment Advisory Group
Rhode Island
$215K – – –
HBW
1987
Hazlett, Burt & Watson
West Virginia
$215K +$473 +4 +0.2%
PWM
1988
Paulson Wealth Management
Illinois
$215K +$5.32K +45 +2%
EWM
1989
Elite Wealth Management
Washington
$215K +$249K +2,107 New
UL
1990
Unionview LLC
Washington
$213K -$10.3K -87 -4%
BOPW
1991
Brandywine Oak Private Wealth
Pennsylvania
$212K – – –
PGA
1992
Portland Global Advisors
Maine
$212K – – –
PCG
1993
Prosperity Consulting Group
Maryland
$212K +$14.8K +125 +6%
CWA
1994
Canvas Wealth Advisors
Kansas
$212K +$46K +389 +23%
WC
1995
Woodstock Corp
Massachusetts
$211K -$30.9K -261 -11%
LFS
1996
Legacy Financial Strategies
Kansas
$211K +$12.8K +108 +6%
BEW
1997
Burton Enright Welch
California
$210K +$473 +4 +0.2%
AGP
1998
Autumn Glory Partners
Texas
$210K -$877K -7,415 -78%
ES
1999
Eagle Strategies
New York
$210K -$55.1K -466 -18%
HFM
2000
Hartford Financial Management
Connecticut
$209K – – –
78 79
80
81 82