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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1976
Cahill Financial Advisors
Minnesota
$211K -$6K -35 -2%
WSWA
1977
Warren Street Wealth Advisors
California
$211K -$18.4K -107 -7%
FNT
1978
First Nebraska Trust
Nebraska
$211K +$236K +1,375 New
CWM
1979
Chesapeake Wealth Management
Virginia
$210K – – –
LAA
1980
Liberty Atlantic Advisors
Texas
$210K +$235K +1,370 New
UWPG
1981
Ullmann Wealth Partners Group
Florida
$210K -$155K -902 -80%
BW
1982
BostonPremier Wealth
Massachusetts
$209K +$18K +105 +8%
VFG
1983
Victory Financial Group
Texas
$209K +$35.2K +205 +18%
EIG
1984
Ellenbecker Investment Group
Wisconsin
$209K +$234K +1,365 New
CB
1985
Cadence Bank
Mississippi
$209K +$5.15K +30 +2%
AA
1986
Acorns Advisers
California
$209K +$38.4K +224 +20%
NP
1987
NorthRock Partners
Minnesota
$209K -$1.89M -10,993 -89%
PB
1988
Prosperity Bancshares
Texas
$208K +$233K +1,360 New
AF
1989
Apollon Financial
South Carolina
$208K +$232K +1,355 New
ISWM
1990
Independent Solutions Wealth Management
New York
$207K -$4.12K -24 -2%
EB
1991
Exchange Bank
California
$206K -$11K -64 -5%
OWA
1992
Octavia Wealth Advisors
Ohio
$206K -$37.7K -220 -14%
CWA
1993
Consilium Wealth Advisory
Texas
$206K – – –
IA
1994
Insight Advisors
Pennsylvania
$206K +$686 +4 +0.3%
BF
1995
Brucke Financial
Indiana
$206K -$34.7K -202 -13%
EAM
1996
Empirical Asset Management
Massachusetts
$205K -$74.6K -435 -25%
FMWA
1997
Forvis Mazars Wealth Advisors
Missouri
$205K +$4.29K +25 +2%
AAM
1998
Azzad Asset Management
Virginia
$204K +$12K +70 +6%
AWA
1999
Acorn Wealth Advisors
Michigan
$204K +$228K +1,331 New
RSA
2000
River Street Advisors
Illinois
$204K – – –
78 79
80
81 82