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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1976
Draper Asset Management
New York
$461K -$337K -1,557 -39%
LWA
1977
Lenox Wealth Advisors
New York
$461K +$6.49K +30 +1%
MA
1978
MONECO Advisors
Connecticut
$459K +$323K +1,493 +68%
SWM
1979
SFG Wealth Management
Maryland
$459K +$526K +2,432 New
TA
1980
Tiedemann Advisors
New York
$458K +$150K +693 +40%
RWB
1981
RMR Wealth Builders
New Jersey
$457K -$731K -3,377 -58%
GIM
1982
Groesbeck Investment Management
New Jersey
$457K -$376K -1,740 -42%
CWP
1983
Curated Wealth Partners
California
$457K +$45.4K +210 +10%
ECG
1984
Edge Capital Group
Georgia
$457K +$94.6K +437 +22%
GCM
1985
G2 Capital Management
Ohio
$457K +$525K +2,424 New
PHIC
1986
Pine Haven Investment Counsel
Massachusetts
$456K +$524K +2,420 New
SWP
1987
Strategic Wealth Partners
Ohio
$455K +$194K +895 +59%
SDWMA
1988
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K -$17.3K -80 -3%
PL
1989
Pluribus Labs
California
$454K +$521K +2,409 New
GC
1990
Grace Capital
Massachusetts
$453K +$151K +700 +41%
QTM
1991
qPULA Trading Management
New York
$453K +$519K +2,400 New
IA
1992
IFG Advisory
Georgia
$452K -$4.11K -19 -0.8%
FFL
1993
Future Fund LLC
Illinois
$452K +$519K +2,398 New
GAA
1994
Green Alpha Advisors
Colorado
$451K -$404K -1,866 -44%
BFG
1995
Beacon Financial Group
Texas
$451K -$127K -587 -20%
EF
1996
Empowered Funds
Pennsylvania
$451K +$518K +2,394 New
PA
1997
Paragon Advisors
Texas
$448K -$821K -3,796 -62%
SFS
1998
Stiles Financial Services
Minnesota
$447K +$512K +2,368 New
CWM
1999
Connecticut Wealth Management
Connecticut
$446K -$21.9K -101 -4%
RSWM
2000
Robertson Stephens Wealth Management
California
$446K +$512K +2,368 New
78 79
80
81 82