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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1976
Lenox Wealth Advisors
New York
$461K +$6.49K +30 +1%
MA
1977
MONECO Advisors
Connecticut
$459K +$323K +1,493 +68%
SWM
1978
SFG Wealth Management
Maryland
$459K +$526K +2,432 New
TA
1979
Tiedemann Advisors
New York
$458K +$150K +693 +40%
RWB
1980
RMR Wealth Builders
New Jersey
$457K -$731K -3,377 -58%
GIM
1981
Groesbeck Investment Management
New Jersey
$457K -$376K -1,740 -42%
CWP
1982
Curated Wealth Partners
California
$457K +$45.4K +210 +10%
ECG
1983
Edge Capital Group
Georgia
$457K +$94.6K +437 +22%
GCM
1984
G2 Capital Management
Ohio
$457K +$525K +2,424 New
PHIC
1985
Pine Haven Investment Counsel
Massachusetts
$456K +$524K +2,420 New
SWP
1986
Strategic Wealth Partners
Ohio
$455K +$194K +895 +59%
SDWMA
1987
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K -$17.3K -80 -3%
PL
1988
Pluribus Labs
California
$454K +$521K +2,409 New
GC
1989
Grace Capital
Massachusetts
$453K +$151K +700 +41%
QTM
1990
qPULA Trading Management
New York
$453K +$519K +2,400 New
IA
1991
IFG Advisory
Georgia
$452K -$4.11K -19 -0.8%
FFL
1992
Future Fund LLC
Illinois
$452K +$519K +2,398 New
GAA
1993
Green Alpha Advisors
Colorado
$451K -$404K -1,866 -44%
BFG
1994
Beacon Financial Group
Texas
$451K -$127K -587 -20%
EF
1995
Empowered Funds
Pennsylvania
$451K +$518K +2,394 New
PA
1996
Paragon Advisors
Texas
$448K -$821K -3,796 -62%
SFS
1997
Stiles Financial Services
Minnesota
$447K +$512K +2,368 New
CWM
1998
Connecticut Wealth Management
Connecticut
$446K -$21.9K -101 -4%
RSWM
1999
Robertson Stephens Wealth Management
California
$446K +$512K +2,368 New
TTWM
2000
TCV Trust & Wealth Management
Virginia
$445K +$8.22K +38 +2%
78 79
80
81 82