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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1976
MinichMacGregor Wealth Management
New York
$15.8M -$96.8K -520 -0.6%
BWM
1977
BigSur Wealth Management
Florida
$15.6M -$931 -5 -0%
CPWA
1978
Cerro Pacific Wealth Advisors
California
$15.6M -$460K -2,469 -3%
FFG
1979
Fortem Financial Group
California
$15.6M +$579K +3,110 +4%
FWM
1980
Finer Wealth Management
Massachusetts
$15.6M -$305K -1,636 -2%
WG
1981
Winton Group
United Kingdom
$15.6M +$890K +4,779 +6%
RPC
1982
Rossmore Private Capital
Connecticut
$15.6M +$1.71M +9,178 +12%
OPW
1983
Oxler Private Wealth
New York
$15.6M +$286K +1,535 +2%
MFG
1984
Menard Financial Group
Texas
$15.5M -$30.2K -162 -0.2%
LS
1985
Leelyn Smith
Illinois
$15.5M -$401K -2,152 -3%
BFA
1986
Blueprint Financial Advisors
North Carolina
$15.5M -$449K -2,411 -3%
TLP
1987
Trinity Legacy Partners
Texas
$15.5M -$200K -1,075 -1%
ICP
1988
Impact Capital Partners
Colorado
$15.5M +$4.65K +25 +0%
BWA
1989
Basecamp Wealth Advisors
Washington
$15.5M +$15.4M +82,954 New
IIM
1990
Intact Investment Management
Quebec, Canada
$15.4M -$4.4M -23,650 -22%
LCM
1991
Legato Capital Management
California
$15.4M +$4.24M +22,757 +38%
ESC
1992
Eurizon SLJ Capital
$15.4M +$15.4M +82,718 New
NGM
1993
North Growth Management
British Columbia, Canada
$15.4M +$186K +1,000 +1%
TTWM
1994
TCV Trust & Wealth Management
Virginia
$15.4M +$545K +2,930 +4%
CA
1995
Cullinan Associates
Kentucky
$15.4M -$5.62M -30,194 -27%
KWS
1996
Keystone Wealth Services
California
$15.4M +$1.97M +10,569 +15%
WW
1997
Windle Wealth
Oklahoma
$15.3M +$2.05K +11 +0%
TWP
1998
Tyche Wealth Partners
Texas
$15.3M -$649K -3,487 -4%
WP
1999
WealthShield Partners
North Carolina
$15.3M -$1.63M -8,751 -10%
CNC
2000
Citizens & Northern Corp
Pennsylvania
$15.3M -$1.14M -6,151 -7%
78 79
80
81 82