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Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
1976
LeJeune Puetz Investment Counsel
Michigan
$1.73M +$5.12K +23 +0.3%
AWM
1977
Angeles Wealth Management
California
$1.73M +$81.2K +365 +5%
HEIP
1978
Hudson Edge Investment Partners
New Jersey
$1.72M – – –
HIC
1979
Harvey Investment Company
Kentucky
$1.72M – – –
GA
1980
Geller Advisors
New York
$1.72M +$38.5K +173 +2%
CCG
1981
Chatham Capital Group
Georgia
$1.71M -$52.3K -235 -3%
SCM
1982
Spreng Capital Management
Ohio
$1.7M -$203K -910 -11%
XF
1983
XML Financial
Maryland
$1.7M -$21.6K -97 -1%
PPWM
1984
Paragon Private Wealth Management
Kentucky
$1.7M -$66.1K -297 -4%
RWP
1985
Revolve Wealth Partners
New Jersey
$1.7M -$124K -559 -7%
SDWIA
1986
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.7M +$96.8K +435 +6%
AA
1987
Altman Advisors
Illinois
$1.7M -$868K -3,900 -29%
P
1988
&Partners
Tennessee
$1.69M -$73.5K -330 -4%
BPGAM
1989
BTG Pactual Global Asset Management
Bermuda
$1.69M +$1.04M +4,655 +163%
SPWM
1990
Schrum Private Wealth Management
Florida
$1.69M +$34.9K +157 +2%
TCOT
1991
Trust Company of Toledo
Ohio
$1.69M +$780K +3,505 +88%
EGA
1992
E&G Advisors
Texas
$1.69M -$154K -690 -8%
SSW
1993
Stone Summit Wealth
Florida
$1.69M -$13.4K -60 -0.8%
WAAG
1994
Wealth Alliance Advisory Group
Kansas
$1.69M -$17.4K -78 -1%
CC
1995
Constitution Capital
Connecticut
$1.69M +$35.6K +160 +2%
AA
1996
Argent Advisors
Louisiana
$1.69M -$18.7K -84 -1%
IUHSA
1997
Itau Unibanco Holding S.A.
Brazil
$1.68M -$2.07M -9,296 -55%
PPG
1998
Peak Planning Group
Colorado
$1.67M +$69K +310 +4%
HAI
1999
Hennessy Advisors Inc
California
$1.67M -$11.6K -52 -0.7%
MW
2000
MBL Wealth
North Carolina
$1.67M +$666K +2,990 +68%
78 79
80
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