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Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1976
World Equity Group
Illinois
$223K -$109K -1,272 -36%
LFP
1977
Lakeshore Financial Planning
Michigan
$223K +$196K +2,285 New
HL
1978
HeadInvest LLC
Maine
$222K +$196K +2,280 New
PPWM
1979
Paragon Private Wealth Management
Kentucky
$222K -$80.8K -942 -29%
GCM
1980
Greenland Capital Management
New York
$221K +$194K +2,267 New
SHGA
1981
Sand Hill Global Advisors
California
$221K +$194K +2,264 New
SAM
1982
Synergy Asset Management
Washington
$221K +$194K +2,263 New
GA
1983
Goldstein Advisors
Wisconsin
$220K +$194K +2,259 New
SPWG
1984
Syntegra Private Wealth Group
Missouri
$220K +$194K +2,258 New
RPCA
1985
Running Point Capital Advisors
California
$220K +$193K +2,255 New
SFG
1986
Sovereign Financial Group
Connecticut
$220K -$87.9K -1,024 -31%
IF
1987
Intrua Financial
Texas
$219K -$528K -6,156 -73%
BIP
1988
Blueprint Investment Partners
North Carolina
$219K +$193K +2,248 New
AI
1989
Accredited Investors
Minnesota
$219K +$193K +2,246 New
GWP
1990
Gen-Wealth Partners
Michigan
$219K -$34.3K -400 -15%
FF
1991
Francis Financial
$219K +$193K +2,244 New
PCG
1992
Prosperity Consulting Group
Maryland
$219K +$192K +2,241 New
RFN
1993
Redwood Financial Network
Ohio
$218K +$192K +2,241 New
MFA
1994
Mayflower Financial Advisors
Massachusetts
$218K +$192K +2,238 New
RRA
1995
Round Rock Advisors
Connecticut
$218K +$192K +2,234 New
SW
1996
Simplicity Wealth
New Jersey
$218K -$3.14M -36,594 -94%
CPWA
1997
Cerro Pacific Wealth Advisors
California
$218K – – –
NRWA
1998
North Ridge Wealth Advisors
Oregon
$217K +$191K +2,229 New
ANB
1999
Amarillo National Bank
Texas
$217K +$191K +2,228 New
ES
2000
ETF Store
Kansas
$217K +$191K +2,226 New
78 79
80
81 82