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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1976
Inspirion Wealth Advisors
Illinois
– -$143K -2,185 Closed
JBA
1977
Johnson Bixby & Associates
Washington
– -$141K -2,162 Closed
SRC
1978
Stone Run Capital
New York
– -$140K -2,143 Closed
LCM
1979
Leisure Capital Management
California
– -$140K -2,132 Closed
HA
1980
HC Advisors
Georgia
– -$139K -2,125 Closed
PFS
1981
Physicians Financial Services
North Carolina
– -$139K -2,123 Closed
FCIM
1982
Fairview Capital Investment Management
California
– -$138K -2,116 Closed
ZIM
1983
Zacks Investment Management
Illinois
– -$137K -2,097 Closed
DWM
1984
Dakota Wealth Management
Florida
– -$134K -2,042 Closed
B
1985
Barings
North Carolina
– -$133K -2,039 Closed
CWM
1986
Cahaba Wealth Management
Georgia
– -$133K -2,038 Closed
WC
1987
Whitney & Co
New York
– -$133K -2,034 Closed
FBB
1988
Fulton Breakefield Broenniman
Maryland
– -$133K -2,032 Closed
ACM
1989
Anfield Capital Management
California
– -$133K -2,028 Closed
PWM
1990
Palumbo Wealth Management
New York
– -$132K -2,023 Closed
AWM
1991
Avondale Wealth Management
Texas
– -$118K -1,806 Closed
RWG
1992
Regal Wealth Group
California
– -$108K -1,657 Closed
RWB
1993
RMR Wealth Builders
New Jersey
– -$100K -1,524 Closed
ADIM
1994
Alpha DNA Investment Management
Maryland
– -$81K -1,244 Closed
SLF
1995
Sun Life Financial
Ontario, Canada
– -$67K -1,028 Closed
MWM
1996
Mascoma Wealth Management
New Hampshire
– -$67K -1,023 Closed
AIM
1997
Arcadia Investment Management
Michigan
– -$66K -1,003 Closed
CWC
1998
Carolinas Wealth Consulting
North Carolina
– -$60K -915 Closed
LTI
1999
Laffer Tengler Investments
Tennessee
– -$49.8K -760 Closed
SMFG
2000
Sumitomo Mitsui Financial Group
Japan
– -$38K -568 Closed
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