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Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
1976
Arthur M. Cohen & Associates
Illinois
$3.23M +$37.2K +110 +1%
SWMG
1977
Stillwater Wealth Management Group
Florida
$3.22M +$159K +469 +5%
CIA
1978
Compass Ion Advisors
Pennsylvania
$3.21M -$11.5K -34 -0.4%
DC
1979
DeDora Capital
California
$3.21M -$18.3K -54 -0.6%
BHIA
1980
Birch Hill Investment Advisors
Massachusetts
$3.2M +$110K +325 +4%
FA
1981
Fiduciary Alliance
South Carolina
$3.2M -$1.27M -3,744 -29%
CFP
1982
Catalyst Financial Partners
Massachusetts
$3.19M +$139K +411 +5%
WAS
1983
WESPAC Advisors SoCal
California
$3.19M -$217K -640 -7%
RAM
1984
Ramirez Asset Management
New York
$3.18M -$57.5K -170 -2%
FPCP
1985
Fort Point Capital Partners
California
$3.18M -$170K -501 -5%
RLH
1986
RD Lewis Holdings
Florida
$3.18M +$20.3K +60 +0.7%
UCMOK
1987
United Capital Management of KS
Kansas
$3.17M -$5.06M -14,944 -62%
MFG
1988
MidWestOne Financial Group
Iowa
$3.16M +$7.11K +21 +0.2%
WAG
1989
Winthrop Advisory Group
Massachusetts
$3.16M -$235K -695 -7%
TWM
1990
Thrive Wealth Management
Pennsylvania
$3.16M -$479K -1,416 -14%
AIA
1991
AssuredPartners Investment Advisors
Florida
$3.16M +$34.2K +101 +1%
WP
1992
Waycross Partners
Kentucky
$3.15M – – –
TE
1993
Tema ETFs
New York
$3.15M +$1.8M +5,320 +145%
MPA
1994
Marvin & Palmer Associates
Delaware
$3.14M +$3.03M +8,966 New
LTI
1995
Laffer Tengler Investments
Tennessee
$3.14M -$470K -1,390 -13%
DE
1996
Diversified Enterprises
Delaware
$3.14M +$715K +2,113 +31%
SCI
1997
Stableford Capital II
Arizona
$3.13M -$742K -2,194 -19%
TSW
1998
Three Seasons Wealth
Utah
$3.13M -$9.47K -28 -0.3%
OCA
1999
Otter Creek Advisors
Florida
$3.12M -$1.99M -5,886 -40%
AA
2000
Alta Advisers
United Kingdom
$3.12M +$1.08M +3,200 +56%
78 79
80
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