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Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
1976
O'Brien Wealth Partners
Massachusetts
-$126K -608 Closed
MYIA
1977
Mount Yale Investment Advisors
Colorado
-$119K -600 Closed
MUS
1978
Mitsubishi UFJ Securities
Japan
-$114K -550 Closed
MCM
1979
Mainstay Capital Management
Michigan
-$104K -500 Closed
EA
1980
Elm Advisors
California
-$96K -465 Closed
PRS
1981
Pinkerton Retirement Specialists
Idaho
-$92K -444 Closed
IGGA
1982
Iron Gate Global Advisors
Utah
-$82K -430 Closed
FIA
1983
FNY Investment Advisers
New York
-$80K -386 Closed
ML
1984
McAdam LLC
Pennsylvania
-$73K -353 Closed
AIIMS
1985
Analyst IMS Investment Management Services
Israel
-$43 -205 Closed
PSC
1986
Prentiss Smith & Co
Vermont
-$31K -150 Closed
LYV
1987
Live Your Vision
Pennsylvania
-$30K -147 Closed
BRC
1988
Bell Rock Capital
Delaware
-$9.17K -47 -94%
LWA
1989
Lowe Wealth Advisors
Maryland
-$8.78K -45 -96%
ACM
1990
Advent Capital Management
New York
-$5K -22 Closed
MCM
1991
Monument Capital Management
Virginia
-$3K -13 Closed
GWA
1992
Guidant Wealth Advisors
Illinois
-$2K -10 Closed
PI
1993
Parkside Investments
Illinois
-$2K -10 Closed
MC
1994
Maplelane Capital
New York
+$195 +1 New