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Name Holding Trade Value Shares
Change 		Change in
Stake
BBL
1976
Beck Bode LLC
Massachusetts
– -$23K -100 Closed
CH
1977
Canton Hathaway
Rhode Island
– -$23K -100 Closed
HCM
1978
Highlander Capital Management
New Jersey
– -$23K -100 Closed
TAM
1979
Tucker Asset Management
Colorado
– -$20.6K -91 Closed
NC
1980
NewSquare Capital
Pennsylvania
– -$14.9K -82 Closed
MRG
1981
Milestone Resources Group
British Virgin Islands
– -$17K -73 Closed
SWM
1982
Sugarloaf Wealth Management
Georgia
– -$11K -50 Closed
WPA
1983
West Paces Advisors
Georgia
– -$9.53K -42 Closed
DAC
1984
Dividend Assets Capital
South Carolina
– -$6K -25 Closed
EBSAM
1985
Eubel Brady & Suttman Asset Management
Ohio
– -$5K -24 Closed
ACM
1986
Anfield Capital Management
California
– -$5K -23 Closed
PWS
1987
Paragon Wealth Strategies
Florida
– -$4K -19 Closed
BCH
1988
Berkshire Capital Holdings
California
– -$2K -10 Closed
MGI
1989
MayTech Global Investments
New York
– -$2K -10 Closed
SWG
1990
Summit Wealth Group
Vermont
– -$2K -10 Closed
LWP
1991
Laurel Wealth Planning
Minnesota
– -$2K -9 Closed
RMC
1992
Resources Management Corp
Connecticut
– -$2K -9 Closed
KFP
1993
KB Financial Partners
New Jersey
– -$2K -7 Closed
BFA
1994
Brendel Financial Advisors
New Hampshire
– -$1K -3 Closed
CWA
1995
Clearview Wealth Advisors
Oregon
– +$182 +1 +100%
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