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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1976
Exencial Wealth Advisors
Oklahoma
$233K -$41.7K -431 -14%
HWMO
1977
Heritage Wealth Management (Ohio)
Ohio
$233K – – –
KCM
1978
Kathmere Capital Management
Pennsylvania
$233K +$20.3K +210 +9%
TW
1979
Traveka Wealth
California
$232K +$46.8K +484 +23%
CASB
1980
Cape Ann Savings Bank
Massachusetts
$232K -$164K -1,693 -40%
HWM
1981
Horizon Wealth Management
Illinois
$232K +$1.16K +12 +0.5%
BFAG
1982
Blackston Financial Advisory Group
Florida
$229K +$11.3K +117 +5%
UB
1983
Umpqua Bank
Oregon
$229K +$238K +2,463 New
NME
1984
Notis-McConarty Edward
$229K -$11.6K -120 -5%
ETS
1985
ESL Trust Services
New York
$228K +$242K +2,500 New
CW
1986
Cook Wealth
North Carolina
$227K +$1.74K +18 +0.8%
BWP
1987
Baldwin Wealth Partners
Massachusetts
$227K -$180K -1,856 -43%
AWA
1988
AGH Wealth Advisors
Kansas
$227K +$240K +2,483 New
AF
1989
Atala Financial
California
$226K +$240K +2,481 New
SCM
1990
Schnieders Capital Management
California
$226K -$49.3K -510 -17%
PMAM
1991
Picton Mahoney Asset Management
Ontario, Canada
$226K +$240K +2,480 New
EA
1992
Emerald Advisors
Washington
$226K -$5.9K -61 -2%
RHJA
1993
Rice Hall James & Associates
California
$225K – – –
NPA
1994
Nichols & Pratt Advisers
Massachusetts
$225K -$242K -2,500 -50%
CCA
1995
Childress Capital Advisors
Texas
$224K -$26.2K -271 -10%
SA
1996
Strategic Advisors
New York
$224K -$24.8K -256 -9%
DF
1997
Dunhill Financial
United Kingdom
$224K +$8.51K +88 +4%
GJCM
1998
Grand Jean Capital Management
California
$223K +$193 +2 +0.1%
YWS
1999
Yarger Wealth Strategies
Ohio
$223K +$484 +5 +0.2%
PCA
2000
Pallas Capital Advisors
Massachusetts
$223K +$2.03K +21 +0.9%
78 79
80
81 82