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Name Holding Trade Value Shares
Change
Change in
Stake
PCAP
1976
Pratt Collard Advisory Partners
New York
-$203K -1,045 Closed
JF
1977
JSF Financial
California
-$203K -1,044 Closed
DA
1978
Doliver Advisors
Texas
-$202K -1,038 Closed
AWM
1979
Affinity Wealth Management
Delaware
-$201K -1,033 Closed
MCMT
1980
Moon Capital Management (Tennessee)
Tennessee
-$201K -1,030 Closed
FAG
1981
Financial Advisory Group
Texas
-$200K -1,028 Closed
PFC
1982
Phocas Financial Corp
California
-$117K -600 Closed
ED
1983
Exane Derivatives
France
-$100K -516 Closed
WANY
1984
Wealthspire Advisors (New York)
New York
-$91K -469 Closed
TFA
1985
Transamerica Financial Advisors
Florida
-$81K -415 Closed
CC
1986
Claybrook Capital
Massachusetts
-$53K -273 Closed
WDL
1987
Well Done LLC
Michigan
-$53K -273 Closed
CCMW
1988
Cypress Capital Management (Wyoming)
Wyoming
-$46K -236 Closed
SQA
1989
Simon Quick Advisors
New Jersey
-$30K -154 Closed
W
1990
WealthOne
New York
-$27K -140 Closed
NSB
1991
Norway Savings Bank
Maine
-$27K -137 Closed
RCG
1992
Ruggie Capital Group
Florida
-$26K -135 Closed
BCM
1993
Brasada Capital Management
Texas
-$20K -104 Closed
1832 Asset Management
1994
1832 Asset Management
Ontario, Canada
-$17K -88 Closed
BCM
1995
Banyan Capital Management
Georgia
-$16K -86 Closed
TWMP
1996
Taylor Wealth Management Partners
Massachusetts
-$13K -65 Closed
AS
1997
Altshuler Shaham
Israel
-$8K -41 Closed
BSG
1998
Black Swift Group
Colorado
-$4K -21 Closed
HH
1999
HWG Holdings
Texas
-$2K -12 Closed
KCM
2000
Karp Capital Management
California
-$2K -11 Closed