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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMO
1976
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$7.78K -310 -0.7%
SOW
1977
State of Wyoming
Wyoming
$1.2M -$327K -13,050 -23%
WC
1978
Westhampton Capital
North Carolina
$1.2M +$61.7K +2,460 +6%
OWA
1979
Outlook Wealth Advisors
Texas
$1.2M -$23.1K -920 -2%
SW
1980
StrongBox Wealth
Missouri
$1.2M -$984K -39,220 -47%
RP
1981
Rowlandmiller & Partners
Georgia
$1.19M +$46.9K +1,870 +4%
GCAC
1982
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.19M +$397K +15,820 +40%
LFG
1983
Larson Financial Group
Missouri
$1.19M -$691K -27,570 -39%
EIM
1984
Essex Investment Management
Massachusetts
$1.19M -$61.4K -2,450 -5%
NC
1985
NovaPoint Capital
Georgia
$1.19M +$148K +5,920 +16%
AWM
1986
Accurate Wealth Management
Florida
$1.19M +$237K +9,440 +28%
BO
1987
BRR OpCo
Ohio
$1.18M -$433K -17,250 -28%
RS
1988
Retirement Solution
Washington
$1.18M +$166K +6,630 +18%
ARC
1989
Advisor Resource Council
Texas
$1.18M -$3.71M -148,010 -77%
OAC
1990
OMERS Administration Corp
Ontario, Canada
$1.18M -$827K -32,980 -43%
NC
1991
NinePointTwo Capital
California
$1.18M – – –
MCA
1992
Magnolia Capital Advisors
Mississippi
$1.17M +$78K +3,110 +8%
GWS
1993
Glassman Wealth Services
Virginia
$1.17M +$263K +10,500 +32%
FP
1994
Financial Perspectives
Minnesota
$1.17M +$32.6K +1,300 +3%
TAM
1995
Todd Asset Management
Kentucky
$1.17M -$42.6K -1,700 -4%
CWG
1996
Crown Wealth Group
North Carolina
$1.17M +$1.07M +42,840 New
AWP
1997
Abacus Wealth Partners
California
$1.16M -$70.7K -2,820 -6%
MW
1998
MBL Wealth
North Carolina
$1.16M +$1.07M +42,540 New
GCM
1999
G2 Capital Management
Ohio
$1.16M +$55.4K +2,210 +5%
AWS
2000
AJ Wealth Strategies
New York
$1.16M +$17.6K +700 +2%
78 79
80
81 82