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Name Holding Trade Value Shares
Change 		Change in
Stake
GITFIT
1976
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$238K +$44K +600 +22%
MM
1977
Morangie Management
Florida
$237K -$49.9K -680 -17%
WAM
1978
Worth Asset Management
Texas
$237K -$1.76K -24 -0.7%
IA
1979
IFG Advisory
Georgia
$236K +$240K +3,268 New
CW
1980
Channel Wealth
California
$235K -$5.09M -69,473 -96%
LWM
1981
Lodestone Wealth Management
Washington
$235K -$109K -1,486 -31%
SWM
1982
SHP Wealth Management
Massachusetts
$234K -$16.2K -221 -6%
SVWAG
1983
Sound View Wealth Advisors Group
Georgia
$234K -$30.9K -422 -12%
AFAS
1984
Acorn Financial Advisory Services
Virginia
$232K +$4.03K +55 +2%
MFG
1985
Monte Financial Group
Connecticut
$231K – – –
TW
1986
Traveka Wealth
California
$231K -$13.1K -179 -5%
ML
1987
McAdam LLC
Pennsylvania
$231K +$18.8K +257 +9%
CNBOF
1988
City National Bank of Florida
Florida
$231K +$234K +3,195 New
IWS
1989
Integrity Wealth Solutions
Colorado
$230K -$28.7K -391 -11%
CFM
1990
Compass Financial Management
Florida
$230K +$234K +3,191 New
OWA
1991
Outlook Wealth Advisors
Texas
$230K -$8.29K -113 -3%
CFO
1992
Cambient Family Office
Michigan
$229K +$233K +3,173 New
CAM
1993
CenterStar Asset Management
Illinois
$228K +$233K +3,176 New
RPC
1994
Rossmore Private Capital
Connecticut
$228K – – –
EBA
1995
Eagle Bay Advisors
New York
$228K -$54.5K -743 -19%
CF
1996
Carlson Financial
Oregon
$227K -$32.6K -445 -12%
BWM
1997
BCGM Wealth Management
Indiana
$227K +$16.8K +229 +8%
CWG
1998
Crown Wealth Group
North Carolina
$227K -$1.32K -18 -0.6%
IFPG
1999
Intrepid Financial Planning Group
Indiana
$227K +$3.74K +51 +2%
PWM
2000
Power Wealth Management
Georgia
$227K -$65.4K -892 -22%
78 79
80
81 82