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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1976
Holistic Financial Partners
Indiana
$324K -$8.84K -64 -3%
WCA
1977
Waratah Capital Advisors
Ontario, Canada
$323K -$5.59M -40,448 -94%
KAM
1978
Kazazian Asset Management
Florida
$323K -$628K -4,550 -65%
NCM
1979
Nelson Capital Management
California
$323K – – –
CSM
1980
CAMG Solamere Management
North Carolina
$322K -$36.3K -263 -10%
CWA
1981
Clarus Wealth Advisors
Arizona
$322K -$23.9K -173 -7%
AC
1982
Avestar Capital
New York
$321K -$332K -2,402 -48%
TA
1983
TMD & Associates
Arizona
$321K – – –
POIA
1984
Pin Oak Investment Advisors
Texas
$321K +$276 +2 +0.1%
MWPCG
1985
Measured Wealth Private Client Group
New Hampshire
$320K -$181K -1,311 -35%
AWE
1986
Avidian Wealth Enterprises
Texas
$320K -$75.1K -544 -18%
TI
1987
Truepoint Inc
Ohio
$319K -$188K -1,362 -36%
GC
1988
Garde Capital
Washington
$319K +$74.6K +540 +29%
WCM
1989
Wedge Capital Management
North Carolina
$318K +$6.91K +50 +2%
GWS
1990
Glassman Wealth Services
Virginia
$317K -$1.24K -9 -0.4%
MC
1991
Miles Capital
Iowa
$316K +$9.67K +70 +3%
RGIA
1992
Rainier Group Investment Advisory
Washington
$314K -$138K -999 -30%
PL
1993
Perpetual Ltd
Australia
$314K – – –
EFSCE
1994
Enterprise Financial Services Corp (EFSC)
Missouri
$313K -$25.6K -185 -7%
COI
1995
Capital One Investing
Virginia
$313K +$328K +2,376 New
MCC
1996
Malaga Cove Capital
California
$313K +$329K +2,382 New
RT
1997
Rockland Trust
Massachusetts
$312K -$93.8K -679 -22%
DCM
1998
Driehaus Capital Management
Illinois
$312K -$4K -29 -1%
WAAG
1999
Wealth Alliance Advisory Group
Kansas
$311K +$121K +876 +59%
BWM
2000
BT Wealth Management
Georgia
$311K +$300K +2,174 New
78 79
80
81 82