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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1976
Thrive Wealth Management
Pennsylvania
$2.5M -$21.1K -77 -0.8%
LCG
1977
Lynx Capital Group
Ohio
$2.49M -$4.11K -15 -0.2%
FMWA
1978
Forvis Mazars Wealth Advisors
Missouri
$2.48M +$547K +1,997 +27%
UB
1979
Umpqua Bank
Oregon
$2.47M +$121K +440 +5%
CCA
1980
Criterion Capital Advisors
Tennessee
$2.46M -$5.76K -21 -0.2%
GCM
1981
Geneva Capital Management
Wisconsin
$2.46M -$640K -2,334 -20%
PH
1982
Pinnacle Holdings
Oklahoma
$2.46M -$30.7K -112 -1%
MFG
1983
MidWestOne Financial Group
Iowa
$2.45M -$69.6K -254 -3%
TGCMU
1984
Titan Global Capital Management USA
New York
$2.45M -$4.66K -17 -0.2%
SFPG
1985
Stonebridge Financial Planning Group
Florida
$2.43M -$13.4K -49 -0.5%
CA
1986
Continuum Advisory
Idaho
$2.42M -$99.2K -362 -4%
GA
1987
GoalVest Advisory
New York
$2.42M +$99.8K +364 +4%
CWM
1988
Compass Wealth Management
Connecticut
$2.42M – – –
SHFA
1989
SS&H Financial Advisors
Michigan
$2.42M – – –
SMH
1990
Sanders Morris Harris
Texas
$2.42M – – –
JWM
1991
Jackson Wealth Management
Florida
$2.42M -$1.36M -4,962 -35%
PFA
1992
Peak Financial Advisors
Colorado
$2.42M +$62.2K +227 +3%
RAM
1993
Ramirez Asset Management
New York
$2.41M – – –
SLC
1994
Second Line Capital
Louisiana
$2.41M +$223K +814 +10%
DC
1995
DeDora Capital
California
$2.41M +$12.9K +47 +0.5%
PBT
1996
Pictet Bank & Trust
Bahamas
$2.41M +$74K +270 +3%
WAG
1997
Winthrop Advisory Group
Massachusetts
$2.41M +$67.7K +247 +3%
OC
1998
Oakworth Capital
Alabama
$2.41M +$119K +435 +5%
GWSG
1999
GPS Wealth Strategies Group
Colorado
$2.4M -$19.2K -70 -0.8%
DIP
2000
DT Investment Partners
Pennsylvania
$2.4M +$14.3K +52 +0.6%
78 79
80
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