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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1976
Sugarloaf Wealth Management
Georgia
$85.9K -$26.2K -164 -23%
TLCM
1977
Twin Lakes Capital Management
California
$85.8K -$21.9K -137 -20%
RWM
1978
Ruedi Wealth Management
Illinois
$85.8K -$15K -94 -15%
CPG
1979
Custom Portfolio Group
Colorado
$80.9K -$20.6K -129 -20%
HCA
1980
Heck Capital Advisors
Wisconsin
$79.5K -$20.3K -127 -20%
BCMLT
1981
Beacon Capital Management LLC (Tennessee)
Tennessee
$78.5K -$20.8K -130 -21%
1IA
1982
1620 Investment Advisors
Massachusetts
$78.1K +$78.4K +491 New
MCA
1983
Maryland Capital Advisors
Maryland
$77.4K -$19.6K -123 -20%
DIP
1984
DT Investment Partners
Pennsylvania
$76.6K -$11.3K -71 -13%
FFC
1985
First Financial Corp
Indiana
$75.5K +$798 +5 +1%
LTI
1986
Laffer Tengler Investments
Tennessee
$75.2K -$19.2K -120 -20%
EDRH
1987
Edmond de Rothschild Holding
Switzerland
$74.6K -$19K -119 -20%
OLVIG
1988
Oliver Lagore Vanvalin Investment Group
Michigan
$72.9K -$18.5K -116 -20%
BSC
1989
Brown Shipley & Co
United Kingdom
$72.5K -$18K -113 -20%
CCMI
1990
Creative Capital Management Investments
California
$71.7K +$43.4K +272 +152%
OSNBOA
1991
Old Second National Bank of Aurora
Illinois
$71.5K -$18.2K -114 -20%
JFA
1992
JNBA Financial Advisors
Minnesota
$70.9K -$18K -113 -20%
SA
1993
SRH Advisors
Kansas
$69.5K -$17.7K -111 -20%
PP
1994
Pacifica Partners
Canada
$69.3K -$19.6K -123 -22%
GKIM
1995
GW&K Investment Management
Massachusetts
$69K -$8.14K -51 -10%
CP
1996
Castleview Partners
Texas
$69K -$17.9K -112 -21%
BWL
1997
Bogart Wealth LLC
Virginia
$68.9K -$41.2K -258 -37%
CB
1998
Chris Bulman
California
$68.1K +$68.3K +428 New
TFGT
1999
TS Financial Group (TSFG)
Illinois
$68K -$17.4K -109 -20%
CMP
2000
Coston McIsaac & Partners
Maine
$68K -$17.2K -108 -20%
78 79
80
81 82