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Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
1976
Woodley Farra Manion Portfolio Management
Indiana
$753K +$722K +4,007 New
TNA
1977
True North Advisors
Texas
$753K +$722K +4,008 New
CIM
1978
Confluence Investment Management
Missouri
$750K +$75.1K +417 +11%
SFG
1979
SNS Financial Group
Minnesota
$748K +$3.6K +20 +0.5%
AWM
1980
Adams Wealth Management
Utah
$748K +$717K +3,979 New
LFA
1981
Legacy Financial Advisors
Kentucky
$745K +$17.7K +98 +3%
OFG
1982
Omega Financial Group
California
$743K -$15.9K -88 -2%
AAP
1983
Arax Advisory Partners
Colorado
$741K -$80.4K -446 -10%
OWA
1984
One Wealth Advisors
California
$739K -$19.3K -107 -3%
PIA
1985
Pinion Investment Advisors
Kansas
$738K +$11.5K +64 +2%
BW
1986
Bison Wealth
Georgia
$731K -$26.5K -147 -4%
BCA
1987
Bay Colony Advisors
Massachusetts
$729K -$12.8K -71 -2%
SIM
1988
SSI Investment Management
California
$729K -$1.98K -11 -0.3%
CCB
1989
Cutter & Co Brokerage
Missouri
$727K -$877K -4,866 -56%
RWM
1990
RBA Wealth Management
California
$727K +$104K +579 +18%
CWA
1991
Clarus Wealth Advisors
Arizona
$721K -$323K -1,791 -32%
SWA
1992
Stratos Wealth Advisors
Ohio
$720K -$425K -2,358 -38%
BL
1993
BFSG LLC
California
$720K +$721 +4 +0.1%
PGWM
1994
Parisi Gray Wealth Management
New Jersey
$718K -$40.4K -224 -6%
IMRF
1995
Illinois Municipal Retirement Fund
Illinois
$718K +$689K +3,823 New
BMC
1996
Beaton Management Company
Massachusetts
$714K – – –
NGA
1997
Naples Global Advisors
Florida
$713K +$23.2K +129 +4%
3F
1998
360 Financial
Minnesota
$712K +$622K +3,455 New
AL
1999
Aspiriant LLC
California
$711K -$24.3K -135 -3%
WWM
2000
Windsor Wealth Management
Indiana
$710K -$2.34K -13 -0.3%
78 79
80
81 82