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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1976
RWA Wealth Partners
Massachusetts
$614K +$290K +1,129 +85%
CCS
1977
Concentric Capital Strategies
Connecticut
$611K +$627K +2,440 New
AI
1978
Atom Investors
Texas
$610K +$354K +1,379 +130%
ESB
1979
Essex Savings Bank
Connecticut
$610K -$3.08K -12 -0.5%
BWS
1980
Buck Wealth Strategies
Colorado
$609K -$89.1K -347 -12%
FFA
1981
Founders Financial Alliance
North Carolina
$606K -$81.2K -316 -12%
BBNB
1982
Baker Boyer National Bank
Washington
$604K -$654K -2,545 -51%
AWP
1983
Abacus Wealth Partners
California
$604K +$620K +2,413 New
HW
1984
Hamilton Wealth
California
$602K -$11.6K -45 -2%
CWP
1985
Curated Wealth Partners
California
$601K -$8.22K -32 -1%
DFA
1986
Delta Financial Advisors
Louisiana
$600K – – –
REMPR
1987
Roof Eidam Maycock Peralta (REMP)
California
$600K -$1.8K -7 -0.3%
SWIG
1988
Strategic Wealth Investment Group
Kentucky
$600K -$547K -2,131 -47%
ATWA
1989
Arbor Trust Wealth Advisors
Michigan
$599K -$5.14K -20 -0.8%
WP
1990
WealthShield Partners
North Carolina
$598K +$50.3K +196 +9%
KWA
1991
Kellett Wealth Advisors
Ohio
$597K +$15.4K +60 +3%
HGWM
1992
Horst & Graben Wealth Management
Oregon
$596K -$19.3K -75 -3%
ES
1993
ETF Store
Kansas
$594K – – –
PFM
1994
Peak Financial Management
Massachusetts
$594K +$170K +660 +39%
DCM
1995
Dimension Capital Management
Florida
$593K -$60.9K -237 -9%
CG
1996
Corundum Group
Colorado
$589K – – –
IWA
1997
Inspirion Wealth Advisors
Illinois
$589K +$1.8K +7 +0.3%
CP
1998
Castleview Partners
Texas
$589K +$61.9K +241 +11%
RWM
1999
Revisor Wealth Management
Ohio
$589K +$187K +727 +45%
SWM
2000
Sugarloaf Wealth Management
Georgia
$588K – – –
78 79
80
81 82