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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1976
WrapManager Inc
California
$246K -$51.8K -2,601 -19%
LWM
1977
Lodestone Wealth Management
Washington
$246K -$38.3K -1,926 -15%
OPPS
1978
Obsidian Personal Planning Solutions
Maryland
$246K -$1.05K -53 -0.5%
AWM
1979
Affinity Wealth Management
Delaware
$245K – – –
TCBWMS
1980
Texas Capital Bank Wealth Management Services
Texas
$245K +$222K +11,146 New
SPG
1981
Strategic Planning Group
Utah
$245K -$696 -35 -0.3%
EGA
1982
E&G Advisors
Texas
$245K -$7.92K -398 -3%
BWM
1983
Biltmore Wealth Management
Arizona
$244K +$20 +1 +0%
PP
1984
Pacifica Partners
Canada
$244K – – –
RPCONE
1985
Retirement Planning Company of New England
Rhode Island
$243K -$19.7K -988 -8%
BC
1986
Barrett & Company
Rhode Island
$243K -$13K -652 -6%
CIC
1987
Carnegie Investment Counsel
Ohio
$243K -$35K -1,761 -14%
CFGA
1988
Cambridge Financial Group (Arizona)
Arizona
$243K +$12.3K +620 +6%
BOPW
1989
Brandywine Oak Private Wealth
Pennsylvania
$243K +$20 +1 +0%
VPP
1990
Vertex Planning Partners
Illinois
$243K +$219K +11,023 New
BC
1991
Bridgefront Capital
Texas
$242K +$219K +11,021 New
CA
1992
Cornerstone Advisory
Maryland
$242K +$219K +11,015 New
SSWM
1993
Strait & Sound Wealth Management
California
$242K -$149K -7,500 -41%
AHB
1994
Abner Herrman & Brock
New Jersey
$242K – – –
HP
1995
HT Partners
Connecticut
$242K – – –
NPFS
1996
Novak & Powell Financial Services
Florida
$242K -$6.67K -335 -3%
UPS
1997
UHLMANN PRICE SECURITIES
Illinois
$242K +$219K +10,985 New
TDC
1998
Thompson Davis & Co
Virginia
$242K +$219K +10,983 New
FWM
1999
FSA Wealth Management
Massachusetts
$241K +$218K +10,958 New
WAM
2000
WealthTrust Asset Management
Florida
$241K +$1.35K +68 +0.6%
78 79
80
81 82