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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1976
Certified Advisory Corp
Florida
$3.38M -$316K -928 -9%
TCPG
1977
Trivant Custom Portfolio Group
California
$3.38M +$12.9K +38 +0.4%
RCA
1978
Runnymede Capital Advisors
Ohio
$3.38M +$2.11M +6,193 +180%
JSC
1979
J. Stern & Co
United Kingdom
$3.38M -$5.85M -17,184 -64%
TAP
1980
Tounjian Advisory Partners
Florida
$3.37M +$117K +342 +4%
EWL
1981
Emissary Wealth LLC
New Jersey
$3.37M +$3.27M +9,597 New
NCGI
1982
Next Century Growth Investors
Minnesota
$3.36M +$27.3K +80 +0.8%
BWG
1983
Boomfish Wealth Group
Georgia
$3.36M -$22.8K -67 -0.7%
AA
1984
Auxano Advisors
Washington
$3.36M +$15.7K +46 +0.5%
LAIC
1985
Lederer & Associates Investment Counsel
California
$3.35M -$317K -929 -9%
SIA
1986
Schear Investment Advisers
Ohio
$3.35M +$15.7K +46 +0.5%
AF
1987
Alerus Financial
North Dakota
$3.34M -$124K -363 -4%
KWM
1988
Koa Wealth Management
California
$3.32M +$17.7K +52 +0.6%
WFG
1989
Wills Financial Group
Virginia
$3.32M -$498K -1,463 -13%
AF
1990
AGP Franklin
Tennessee
$3.32M +$85.9K +252 +3%
MCC
1991
Malaga Cove Capital
California
$3.32M -$32.4K -95 -1%
ACL
1992
Applied Capital LLC
Florida
$3.32M +$4.77K +14 +0.1%
ITFISA
1993
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.32M -$2.71M -7,954 -46%
RA
1994
Ransom Advisory
Rhode Island
$3.31M +$10.2K +30 +0.3%
WCM
1995
Washburn Capital Management
Florida
$3.3M -$66.4K -195 -2%
WWM
1996
WT Wealth Management
Arizona
$3.3M +$467K +1,372 +17%
SWM
1997
Sandro Wealth Management
New Jersey
$3.29M +$3.2M +9,383 New
NPT
1998
National Philanthropic Trust
Pennsylvania
$3.29M +$587K +1,722 +22%
MFP
1999
Meridian Financial Partners
Virginia
$3.29M +$677K +1,987 +24%
CBA
2000
Coastal Bridge Advisors
Connecticut
$3.28M -$120K -353 -4%
78 79
80
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