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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1976
Clark Asset Management
New Hampshire
$1.38M +$9.97K +31 +0.9%
IA
1977
IFG Advisors
Missouri
$1.37M +$17.4K +54 +2%
SFGP
1978
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.37M +$1.09M +3,399 New
MCWS
1979
McKinley Carter Wealth Services
West Virginia
$1.37M -$212K -660 -16%
SB
1980
Sunflower Bank
Texas
$1.37M +$106K +328 +11%
GWMIA
1981
Global Wealth Management Investment Advisory
Florida
$1.37M -$470K -1,462 -30%
IWN
1982
Independent Wealth Network
Iowa
$1.37M +$474K +1,473 +77%
VWM
1983
Vigilare Wealth Management
Arizona
$1.36M -$74K -230 -6%
CF
1984
Claris Financial
Virginia
$1.36M +$1.09M +3,377 New
CWA
1985
Consilio Wealth Advisors
Washington
$1.36M -$19.9K -62 -2%
CFP
1986
Comprehensive Financial Planning
Pennsylvania
$1.36M +$1.08M +3,370 New
EAM
1987
Empirical Asset Management
Massachusetts
$1.36M +$63.1K +196 +6%
SFO
1988
Stokes Family Office
Louisiana
$1.36M +$337K +1,048 +45%
PPG
1989
Peak Planning Group
Colorado
$1.36M +$20.9K +65 +2%
LWM
1990
Lakeridge Wealth Management
Ohio
$1.36M -$179K -555 -14%
TCM
1991
Triumph Capital Management
Colorado
$1.35M -$183K -570 -15%
SP
1992
Stonebrook Private
Michigan
$1.35M +$172K +534 +19%
CCA
1993
Cravens & Co Advisors
Tennessee
$1.35M -$578K -1,796 -35%
OL
1994
one8zero8 LLC
North Carolina
$1.35M +$1.07M +3,338 New
BF
1995
Brucke Financial
Indiana
$1.34M +$1.07M +3,316 New
BFA
1996
Beaumont Financial Advisors
Massachusetts
$1.34M +$138K +428 +15%
LA
1997
Lifeworks Advisors
Michigan
$1.34M -$469K -1,458 -31%
BWM
1998
Buckley Wealth Management
Nevada
$1.34M -$80.4K -250 -7%
ESB
1999
Essex Savings Bank
Connecticut
$1.33M +$55.3K +172 +5%
CWA
2000
Clarus Wealth Advisors
Arizona
$1.33M -$368K -1,145 -26%
78 79
80
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