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Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
1976
St. Denis J. Villere & Co
Louisiana
– -$219K -499 Closed
3IP
1977
3Chopt Investment Partners
Virginia
– -$205K -468 Closed
DWM
1978
Dogwood Wealth Management
Kansas
– -$204K -465 Closed
CBT
1979
Central Bank & Trust
Kentucky
– -$146K -333 Closed
CM
1980
Capula Management
Cayman Islands
– -$108K -237 Closed
RFA
1981
Register Financial Advisors
Georgia
– -$58.6K -134 Closed
RWMG
1982
Redwood Wealth Management Group
New Jersey
– -$58.4K -133 Closed
SP
1983
SWS Partners
Ohio
– -$54.2K -123 Closed
RFG
1984
RFP Financial Group
Georgia
– -$48.7K -111 Closed
SA
1985
Scarborough Advisors
Maryland
– -$32.5K -74 Closed
SSG
1986
Summit Securities Group
New York
– -$28K -64 Closed
WLC
1987
Walnut Level Capital
Colorado
– -$23.7K -54 Closed
FW
1988
Fairway Wealth
Ohio
– -$22.4K -51 Closed
AA
1989
AlphaMark Advisors
Kentucky
– -$22K -50 Closed
LFA
1990
Legend Financial Advisors
Pennsylvania
– -$21.9K -50 Closed
VAG
1991
VisionPoint Advisory Group
Texas
– -$21.9K -50 Closed
VWM
1992
Valley Wealth Managers
New Jersey
– -$21.5K -49 Closed
TSWM
1993
Tyler-Stone Wealth Management
Ohio
– -$21.1K -48 Closed
Cohen & Steers
1994
Cohen & Steers
New York
– -$18K -41 Closed
CMA
1995
Cedar Mountain Advisors
Oregon
– -$14K -32 Closed
WIA
1996
Wetzel Investment Advisors
Indiana
– -$14.9K -32 Closed
FNWA
1997
Financial Network Wealth Advisors
Utah
– -$13.2K -30 Closed
OCM
1998
Orion Capital Management
California
– -$12.7K -29 Closed
UWS
1999
Unique Wealth Strategies
Illinois
– -$13.5K -29 Closed
SWM
2000
Spire Wealth Management
Virginia
– -$11 -26 Closed