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Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
1976
Yarger Wealth Strategies
Ohio
$235K +$223K +2,368 New
SWM
1977
Sugarloaf Wealth Management
Georgia
$235K +$661 +7 +0.3%
CFC
1978
Coyle Financial Counsel
Illinois
$234K +$223K +2,363 New
TWM
1979
Tanager Wealth Management
United Kingdom
$234K +$223K +2,363 New
HWM
1980
Horizon Wealth Management
Illinois
$233K -$104K -1,107 -32%
PHAM
1981
Palisades Hudson Asset Management
Florida
$233K +$222K +2,348 New
I2I
1982
Insight 2811 Inc
Illinois
$233K +$222K +2,353 New
LA
1983
LexAurum Advisors
Kansas
$233K +$221K +2,345 New
CIP
1984
Convergence Investment Partners
Florida
$232K -$11.8K -125 -5%
OCBCO
1985
Oversea-Chinese Banking Corp (OCBC)
Singapore
$232K +$219K +2,322 New
MCP
1986
Mirador Capital Partners
California
$232K -$3.96K -42 -2%
WP
1987
WealthShield Partners
North Carolina
$231K +$220K +2,330 New
MTIM
1988
Marathon Trading Investment Management
Pennsylvania
$231K +$219K +2,325 New
HFS
1989
Hantz Financial Services
Michigan
$229K -$8.02K -85 -4%
FVWA
1990
Foster Victor Wealth Advisors
South Carolina
$229K +$203K +2,146 New
RPCA
1991
Running Point Capital Advisors
California
$228K +$217K +2,302 New
EA
1992
Emerald Advisors
Washington
$228K +$217K +2,302 New
LFG
1993
Lockerman Financial Group
California
$228K +$217K +2,300 New
HI
1994
Humankind Investments
New York
$227K -$27.2K -288 -11%
NCM
1995
Northside Capital Management
Oregon
$227K +$216K +2,286 New
WPWM
1996
Western Pacific Wealth Management
Illinois
$227K -$8.78K -93 -4%
MIAS
1997
Mason Investment Advisory Services
Virginia
$226K +$215K +2,279 New
SPP
1998
Single Point Partners
Massachusetts
$226K +$215K +2,282 New
WWC
1999
Waypoint Wealth Counsel
Georgia
$226K +$215K +2,275 New
AA
2000
AJ Advisors
Tennessee
$225K +$214K +2,272 New
78 79
80
81 82