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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1976
Capital Analysts LLC
Pennsylvania
$14.8M -$960K -5,232 -6%
NL
1977
NVWM LLC
Pennsylvania
$14.8M +$986K +5,377 +7%
TWP
1978
Tyche Wealth Partners
Texas
$14.8M +$457K +2,489 +3%
BHWM
1979
Bar Harbor Wealth Management
New Hampshire
$14.7M +$1.53M +8,362 +11%
FI
1980
Firetrail Investments
Australia
$14.7M +$712K +3,882 +5%
SIS
1981
Sound Income Strategies
Florida
$14.7M +$744K +4,055 +5%
MWA
1982
Meridian Wealth Advisors
Texas
$14.7M +$701K +3,820 +5%
KB
1983
Kimelman & Baird
New York
$14.7M +$3M +16,361 +24%
TTWM
1984
TCV Trust & Wealth Management
Virginia
$14.7M +$273K +1,486 +2%
BFA
1985
Blueprint Financial Advisors
North Carolina
$14.7M +$176K +957 +1%
ICP
1986
Impact Capital Partners
Colorado
$14.6M +$149K +814 +1%
OPW
1987
Oxler Private Wealth
New York
$14.6M +$80.2K +437 +0.5%
FIC
1988
FCG Investment Company
Tennessee
$14.6M +$15.4M +83,808 New
CWM
1989
Cordatus Wealth Management
Pennsylvania
$14.6M -$270K -1,474 -2%
SOAM
1990
SBI Okasan Asset Management
Japan
$14.6M -$138K -752 -0.8%
MS
1991
Madden Securities
Texas
$14.6M +$603K +3,285 +4%
HFS
1992
Howard Financial Services
Texas
$14.5M +$927K +5,055 +6%
BWA
1993
Basecamp Wealth Advisors
Washington
$14.5M +$57.1K +311 +0.4%
MFG
1994
Menard Financial Group
Texas
$14.5M -$42.6K -232 -0.3%
MAWCM
1995
Mine & Arao Wealth Creation & Management
California
$14.5M -$689K -3,755 -4%
SIG
1996
Sargent Investment Group
Maryland
$14.5M +$391K +2,133 +3%
CMI
1997
Clare Market Investments
Texas
$14.5M +$15.2M +82,983 New
CNC
1998
Citizens & Northern Corp
Pennsylvania
$14.5M +$185K +1,010 +1%
FWM
1999
Finer Wealth Management
Massachusetts
$14.4M -$197K -1,076 -1%
MAWA
2000
Moss Adams Wealth Advisors
Washington
$14.4M +$1.25M +6,810 +9%
78 79
80
81 82