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Name Holding Trade Value Shares
Change 		Change in
Stake
TMWM
1976
Taylor & Morgan Wealth Management
Michigan
$563K +$4.89K +113 +0.9%
VP
1977
Verum Partners
North Carolina
$563K -$99.4K -2,295 -15%
SPC
1978
Spirepoint Private Client
Florida
$563K -$129K -2,980 -19%
CH
1979
Cromwell Holdings
Wyoming
$562K – – –
CCM
1980
Charter Capital Management
Wisconsin
$561K +$562K +12,969 New
KHCM
1981
Kirtland Hills Capital Management
Ohio
$561K +$9.27K +214 +2%
GFG
1982
Greenberg Financial Group
Arizona
$560K -$12.5K -289 -2%
CCIA
1983
Campbell & Co Investment Adviser
Maryland
$558K -$40.7K -941 -7%
LNB
1984
Ledyard National Bank
$558K -$75.7K -1,747 -12%
MAG
1985
MRA Advisory Group
New Jersey
$556K -$55.5K -1,281 -9%
GAM
1986
Grandview Asset Management
Pennsylvania
$554K -$734K -16,953 -57%
EWA
1987
Encompass Wealth Advisors
Oregon
$552K +$5.33K +123 +1%
GIM
1988
Grassi Investment Management
California
$552K +$260 +6 +0%
CHAM
1989
Clear Harbor Asset Management
Connecticut
$552K -$9.74K -225 -2%
PPWM
1990
Paragon Private Wealth Management
Kentucky
$552K +$76.3K +1,761 +16%
MEG
1991
Millstone Evans Group
Colorado
$551K +$20.4K +470 +4%
VIPI
1992
Vista Investment Partners II
Indiana
$550K -$43 -1 -0%
3IP
1993
3Chopt Investment Partners
Virginia
$549K +$1.95K +45 +0.4%
LC
1994
LCNB Corp
Ohio
$549K +$7.71K +178 +1%
VC
1995
Vicus Capital
Pennsylvania
$548K +$22.5K +519 +4%
TCWA
1996
Turtle Creek Wealth Advisors
Texas
$546K +$37.5K +866 +7%
CG
1997
CFO4Life Group
Texas
$545K +$73.4K +1,695 +16%
TYCC
1998
Texas Yale Capital Corp
Florida
$544K -$9.4K -217 -2%
PJSIMP
1999
P.J. Schmidt Investment Management (PJS)
Wisconsin
$544K +$24.3K +560 +5%
SMWM
2000
Silvia McColl Wealth Management
California
$543K +$23.8K +550 +5%
78 79
80
81 82