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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1976
Eagle Wealth Strategies
New Jersey
$563K -$67.1K -1,549 -11%
CAM
1977
Campion Asset Management
Virginia
$563K -$18.6K -430 -3%
TMWM
1978
Taylor & Morgan Wealth Management
Michigan
$563K +$4.89K +113 +0.9%
VP
1979
Verum Partners
North Carolina
$563K -$99.4K -2,295 -15%
SPC
1980
Spirepoint Private Client
Florida
$563K -$129K -2,980 -19%
CH
1981
Cromwell Holdings
Wyoming
$562K – – –
CCM
1982
Charter Capital Management
Wisconsin
$561K +$562K +12,969 New
KHCM
1983
Kirtland Hills Capital Management
Ohio
$561K +$9.27K +214 +2%
GFG
1984
Greenberg Financial Group
Arizona
$560K -$12.5K -289 -2%
CCIA
1985
Campbell & Co Investment Adviser
Maryland
$558K -$40.7K -941 -7%
LNB
1986
Ledyard National Bank
$558K -$75.7K -1,747 -12%
MAG
1987
MRA Advisory Group
New Jersey
$556K -$55.5K -1,281 -9%
GAM
1988
Grandview Asset Management
Pennsylvania
$554K -$734K -16,953 -57%
EWA
1989
Encompass Wealth Advisors
Oregon
$552K +$5.33K +123 +1%
GIM
1990
Grassi Investment Management
California
$552K +$260 +6 +0%
CHAM
1991
Clear Harbor Asset Management
Connecticut
$552K -$9.74K -225 -2%
PPWM
1992
Paragon Private Wealth Management
Kentucky
$552K +$76.3K +1,761 +16%
MEG
1993
Millstone Evans Group
Colorado
$551K +$20.4K +470 +4%
VIPI
1994
Vista Investment Partners II
Indiana
$550K -$43 -1 -0%
3IP
1995
3Chopt Investment Partners
Virginia
$549K +$1.95K +45 +0.4%
LC
1996
LCNB Corp
Ohio
$549K +$7.71K +178 +1%
VC
1997
Vicus Capital
Pennsylvania
$548K +$22.5K +519 +4%
TCWA
1998
Turtle Creek Wealth Advisors
Texas
$546K +$37.5K +866 +7%
CG
1999
CFO4Life Group
Texas
$545K +$73.4K +1,695 +16%
TYCC
2000
Texas Yale Capital Corp
Florida
$544K -$9.4K -217 -2%
78 79
80
81 82