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Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1976
HORAN Wealth
Ohio
$210K +$198K +2,287 New
RRA
1977
Round Rock Advisors
Connecticut
$209K -$87 -1 -0%
VAG
1978
VisionPoint Advisory Group
Texas
$209K +$197K +2,278 New
FA
1979
Fiduciary Alliance
South Carolina
$209K +$197K +2,276 New
SIAG
1980
Safeguard Investment Advisory Group
California
$208K +$197K +2,273 New
BPW
1981
Bingham Private Wealth
California
$208K +$197K +2,272 New
CFC
1982
Coyle Financial Counsel
Illinois
$208K -$3.81K -44 -2%
BSHC
1983
Breed's Hill Capital
Massachusetts
$208K +$17.9K +206 +10%
AFA
1984
Allium Financial Advisors
Oregon
$207K -$6.33K -73 -3%
OBWG
1985
Onyx Bridge Wealth Group
New York
$207K +$1.21K +14 +0.6%
GFG
1986
Goldstone Financial Group
Illinois
$206K -$2.51K -29 -1%
BW
1987
BIP Wealth
Georgia
$205K -$45K -519 -19%
BA
1988
Bluesphere Advisors
Pennsylvania
$205K – – –
AFG
1989
Allegheny Financial Group
Pennsylvania
$205K +$12K +138 +7%
EW
1990
Elyxium Wealth
California
$205K +$194K +2,236 New
JFA
1991
JNBA Financial Advisors
Minnesota
$205K – – –
S
1992
Sachetta
Massachusetts
$205K -$97.9K -1,130 -34%
BIA
1993
Bell Investment Advisors
California
$204K +$159K +1,838 +474%
AA
1994
Armis Advisers
Georgia
$204K +$186K +2,146 New
WWC
1995
Waypoint Wealth Counsel
Georgia
$203K +$192K +2,218 New
VBFP
1996
Valtinson Bruner Financial Planning
Minnesota
$202K +$1.13K +13 +0.6%
TSWM
1997
Tyler-Stone Wealth Management
Ohio
$202K +$191K +2,208 New
ATFA
1998
All Terrain Financial Advisors
Minnesota
$202K – – –
PWM
1999
PBMares Wealth Management
Virginia
$202K -$35.1K -405 -16%
EMAM
2000
Encompass More Asset Management
California
$201K +$5.29K +61 +3%
78 79
80
81 82