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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1976
Strategic Wealth Partners
Ohio
$244K -$90.2K -771 -26%
PWM
1977
Paulson Wealth Management
Illinois
$244K +$31K +265 +14%
HWA
1978
HHM Wealth Advisors
Tennessee
$243K -$2.34K -20 -0.9%
BMWM
1979
Brown Miller Wealth Management
Virginia
$243K -$21.9K -187 -8%
HC
1980
Hourglass Capital
Texas
$243K – – –
LA
1981
Lynch & Associates
Indiana
$243K -$117K -999 -31%
FWM
1982
Forza Wealth Management
Florida
$243K – – –
SHGA
1983
Sand Hill Global Advisors
California
$242K -$47.2K -404 -16%
FCA
1984
FinTrust Capital Advisors
South Carolina
$242K – – –
AA
1985
Addison Advisors
Vermont
$241K -$17.7K -151 -6%
OC
1986
Oarsman Capital
Wisconsin
$241K – – –
CP
1987
Castleview Partners
Texas
$240K +$1.29K +11 +0.5%
CFA
1988
CWS Financial Advisors
Michigan
$240K -$84.2K -720 -25%
POIA
1989
Pin Oak Investment Advisors
Texas
$240K – – –
JWBC
1990
J.W. Burns & Co
New York
$240K +$4.79K +41 +2%
SFA
1991
Seneca Financial Advisors
New York
$240K – – –
DA
1992
Drake & Associates
Wisconsin
$240K +$254K +2,170 New
BFIM
1993
Beese Fulmer Investment Management
Ohio
$239K -$69.8K -597 -22%
EWM
1994
Endowment Wealth Management
Wisconsin
$239K +$17.7K +151 +7%
OWA
1995
One Wealth Advisors
California
$238K -$22.5K -192 -8%
BCA
1996
Bray Capital Advisors
Florida
$237K – – –
CRWM
1997
Castle Rock Wealth Management
California
$237K -$468 -4 -0.2%
TA
1998
Townsend & Associates
Colorado
$236K – – –
MAA
1999
Matrix Asset Advisors
New York
$236K – – –
GIA
2000
GHP Investment Advisors
Colorado
$236K -$7.72K -66 -3%
78 79
80
81 82