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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1976
Destiny Wealth Partners
Florida
$181K +$191K +2,017 New
NF
1977
Napier Financial
Massachusetts
$180K +$190K +2,008 New
CC
1978
Corsicana & Co
Texas
$175K +$136K +1,435 +408%
SPF
1979
South Plains Financial
Texas
$174K -$139K -1,465 -43%
IAAG
1980
Innovative Asset Advisors Group
Connecticut
$173K +$183K +1,934 New
AIC
1981
Archer Investment Corporation
Indiana
$173K +$189 +2 +0.1%
BWL
1982
Bogart Wealth LLC
Virginia
$170K -$118K -1,248 -40%
BW
1983
Bravera Wealth
North Dakota
$168K +$117K +1,234 +192%
SWM
1984
SHP Wealth Management
Massachusetts
$168K +$6.53K +69 +4%
BGAI
1985
Bruce G. Allen Investments
Colorado
$168K -$1.8K -19 -1%
WSFG
1986
Wall Street Financial Group
Illinois
$167K +$176K +1,865 New
BIA
1987
Bell Investment Advisors
California
$166K -$568 -6 -0.3%
USB
1988
Union Savings Bank
Connecticut
$164K – – –
HC
1989
Hara Capital
Washington
$161K +$170K +1,800 New
PK
1990
Pflug Koory
Nebraska
$156K – – –
TGY2IT
1991
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$151K +$160K +1,687 New
MSWM
1992
Mowery & Schoenfeld Wealth Management
Illinois
$146K -$12.3K -130 -7%
SC
1993
SouthState Corp
Florida
$144K -$14.3K -151 -9%
SCM
1994
Silvant Capital Management
Georgia
$144K – – –
LIA
1995
Luken Investment Analytics
Tennessee
$143K -$946 -10 -0.6%
FRA
1996
Front Row Advisors
California
$143K -$12.3K -130 -8%
GIM
1997
Generali Investments Management
Slovenia
$142K – – –
SL
1998
Salomon & Ludwin
Virginia
$140K – – –
TPWA
1999
Twin Peaks Wealth Advisors
California
$140K +$148K +1,562 New
OPTFSNA
2000
Old Point Trust & Financial Services N A
Virginia
$140K – – –
78 79
80
81 82