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RTX

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1976
Landmark Financial Advisors
Kentucky
$208K -$8.69K -96 -4%
PP
1977
PDS Planning
Ohio
$208K -$7.24K -80 -3%
PFWA
1978
Paces Ferry Wealth Advisors
Georgia
$208K +$1.81K +20 +0.8%
MWP
1979
Meridian Wealth Partners
Pennsylvania
$207K -$13.9K -154 -6%
SC
1980
Steph & Co
Wisconsin
$207K – – –
LCM
1981
Lewis Capital Management
California
$206K – – –
ACM
1982
Antonetti Capital Management
Florida
$206K +$228K +2,521 New
ATFA
1983
All Terrain Financial Advisors
Minnesota
$205K – – –
BFA
1984
Buttonwood Financial Advisors
Maryland
$205K – – –
HW
1985
Hamilton Wealth
California
$204K -$160K -1,770 -42%
GFP
1986
Gryphon Financial Partners
Ohio
$204K -$38.1K -421 -14%
CT
1987
Columbia Trust
Oregon
$204K +$13.1K +145 +6%
CPFP
1988
Clear Perspectives Financial Planning
Ohio
$203K – – –
MRCM
1989
M&R Capital Management
New Jersey
$203K – – –
SCA
1990
Southern Capital Advisors
Tennessee
$203K +$91 +1 +0%
WFG
1991
Wills Financial Group
Virginia
$202K -$3.62K -40 -2%
BMA
1992
Brooks Moore & Associates
Tennessee
$202K – – –
HIM
1993
Hotaling Investment Management
Pennsylvania
$201K -$32.3K -357 -13%
AWM
1994
Alterna Wealth Management
Texas
$201K – – –
AO
1995
Advisor OS
Illinois
$201K +$2.71K +30 +1%
JF
1996
Joule Financial
Kentucky
$201K +$21.5K +238 +11%
AAM
1997
Autus Asset Management
Arizona
$200K +$272 +3 +0.1%
LA
1998
LexAurum Advisors
Kansas
$200K +$3.08K +34 +1%
TC
1999
Truvestments Capital
Florida
$195K +$634 +7 +0.3%
SBL
2000
Sargent Bickham Lagudis
Colorado
$184K -$13.8K -153 -6%
78 79
80
81 82