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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1976
Symphony Financial
Texas
$224K -$29.2K -340 -13%
CW
1977
Cook Wealth
North Carolina
$224K +$197K +2,298 New
WEG
1978
World Equity Group
Illinois
$223K -$109K -1,272 -36%
LFP
1979
Lakeshore Financial Planning
Michigan
$223K +$196K +2,285 New
HL
1980
HeadInvest LLC
Maine
$222K +$196K +2,280 New
PPWM
1981
Paragon Private Wealth Management
Kentucky
$222K -$80.8K -942 -29%
GCM
1982
Greenland Capital Management
New York
$221K +$194K +2,267 New
SHGA
1983
Sand Hill Global Advisors
California
$221K +$194K +2,264 New
SAM
1984
Synergy Asset Management
Washington
$221K +$194K +2,263 New
GA
1985
Goldstein Advisors
Wisconsin
$220K +$194K +2,259 New
SPWG
1986
Syntegra Private Wealth Group
Missouri
$220K +$194K +2,258 New
RPCA
1987
Running Point Capital Advisors
California
$220K +$193K +2,255 New
SFG
1988
Sovereign Financial Group
Connecticut
$220K -$87.9K -1,024 -31%
IF
1989
Intrua Financial
Texas
$219K -$528K -6,156 -73%
BIP
1990
Blueprint Investment Partners
North Carolina
$219K +$193K +2,248 New
AI
1991
Accredited Investors
Minnesota
$219K +$193K +2,246 New
GWP
1992
Gen-Wealth Partners
Michigan
$219K -$34.3K -400 -15%
FF
1993
Francis Financial
$219K +$193K +2,244 New
PCG
1994
Prosperity Consulting Group
Maryland
$219K +$192K +2,241 New
RFN
1995
Redwood Financial Network
Ohio
$218K +$192K +2,241 New
MFA
1996
Mayflower Financial Advisors
Massachusetts
$218K +$192K +2,238 New
RRA
1997
Round Rock Advisors
Connecticut
$218K +$192K +2,234 New
SW
1998
Simplicity Wealth
New Jersey
$218K -$3.14M -36,594 -94%
CPWA
1999
Cerro Pacific Wealth Advisors
California
$218K – – –
NRWA
2000
North Ridge Wealth Advisors
Oregon
$217K +$191K +2,229 New
78 79
80
81 82