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Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
1976
Vishria Bird Financial Group
Tennessee
$729K +$3.65K +16 +0.6%
WCG
1977
Weaver Consulting Group
California
$728K +$7.07K +31 +1%
PF
1978
Prosperitas Financial
California
$728K +$72.5K +318 +13%
MW
1979
Maia Wealth
Colorado
$727K +$15.3K +67 +2%
WWP
1980
Waypoint Wealth Partners
California
$727K +$262K +1,150 +71%
AWM
1981
Avondale Wealth Management
Texas
$725K -$103K -450 -14%
DP
1982
Dearborn Partners
Illinois
$723K – – –
DW30
1983
Drucker Wealth 3.0
New Jersey
$723K +$117K +514 +23%
CCM
1984
Chaney Capital Management
Washington
$723K -$83.2K -365 -12%
SIM
1985
Stratos Investment Management
Ohio
$722K +$211K +926 +50%
FCA
1986
FinTrust Capital Advisors
South Carolina
$722K -$783K -3,432 -52%
HI
1987
Hoey Investments
Pennsylvania
$720K – – –
HFA
1988
Harbert Fund Advisors
Alabama
$719K -$285K -1,250 -31%
CG
1989
Cynosure Group
Utah
$719K -$893K -3,918 -59%
NFA
1990
Northwest Financial Advisors
Virginia
$719K -$5.25K -23 -0.8%
BCG
1991
Breakwater Capital Group
New Jersey
$719K +$8.44K +37 +1%
BDF
1992
Black Diamond Financial
Maryland
$718K -$117K -512 -16%
CD
1993
Chapin Davis
Maryland
$717K +$14.8K +65 +2%
CMA
1994
Cedar Mountain Advisors
Oregon
$717K -$1.14K -5 -0.2%
CSB
1995
City State Bank
Iowa
$717K +$2.28K +10 +0.4%
CFG
1996
Carr Financial Group
Massachusetts
$716K -$374K -1,642 -37%
TWM
1997
TCFG Wealth Management
California
$715K +$624K +2,735 New
EAM
1998
Eschler Asset Management
United Kingdom
$715K -$886K -3,885 -59%
BG
1999
Bahl & Gaynor
Ohio
$715K -$33.8K -148 -5%
PHIC
2000
Pine Haven Investment Counsel
Massachusetts
$715K -$21.7K -95 -3%
78 79
80
81 82