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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1976
Peterson Wealth Advisors
Utah
$513K -$2.71K -57 -0.5%
MHR
1977
Matthew Hamilton Rosenberg
$513K – – –
AT
1978
American Trust
Kentucky
$512K +$25.1K +528 +5%
SF
1979
SBK Financial
Virginia
$510K – – –
PPP
1980
Private Portfolio Partners
New Jersey
$510K -$53.1K -1,119 -9%
SGC
1981
Slocum, Gordon & Co
Rhode Island
$510K +$512K +10,785 New
HBT
1982
Hills Bank & Trust
Iowa
$509K -$206K -4,338 -29%
CWM
1983
Congress Wealth Management
Massachusetts
$508K -$21.8K -459 -4%
EWS
1984
Evergreen Wealth Solutions
Pennsylvania
$508K -$87.3K -1,839 -15%
PWA
1985
Physician Wealth Advisors
Utah
$507K +$142 +3 +0%
CPA
1986
Cardiff Park Advisors
California
$504K -$36.3K -765 -7%
SWMG
1987
Signature Wealth Management Group
Georgia
$504K -$1.85K -39 -0.4%
ORAM
1988
One River Asset Management
Connecticut
$504K +$505K +10,632 New
KPWG
1989
KFA Private Wealth Group
Virginia
$503K -$3.56K -75 -0.7%
BAM
1990
BOS Asset Management
Illinois
$503K +$505K +10,641 New
ERIM
1991
Eagle Ridge Investment Management
Connecticut
$503K -$2.71K -57 -0.5%
FWM
1992
Fairhaven Wealth Management
Illinois
$502K -$1.43K -30 -0.3%
FPWM
1993
FSB Premier Wealth Management
Iowa
$502K – – –
MC
1994
Matisse Capital
Oregon
$502K +$504K +10,617 New
CWM
1995
CCG Wealth Management
California
$502K -$9.83K -207 -2%
TA
1996
Townsend & Associates
Colorado
$501K +$490K +10,308 New
STA
1997
Summit Trail Advisors
New York
$500K -$138K -2,907 -22%
PFG
1998
PAX Financial Group
Texas
$500K -$101K -2,121 -17%
HFA
1999
High Falls Advisors
New York
$499K -$137K -2,889 -21%
SWM
2000
Silverlake Wealth Management
Vermont
$499K +$3.7K +78 +0.7%
78 79
80
81 82