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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1951
Old North State Trust
North Carolina
– -$206K -2,465 Closed
SIG
1952
Sky Investment Group
Connecticut
– -$206K -2,460 Closed
PCM
1953
Prelude Capital Management
New York
– -$205K -2,452 Closed
CS
1954
Crescent Sterling
Louisiana
– -$205K -2,447 Closed
SAM
1955
Synergy Asset Management
Washington
– -$204K -2,441 Closed
GDP
1956
Great Diamond Partners
Maine
– -$204K -2,440 Closed
RW
1957
REDW Wealth
New Mexico
– -$204K -2,435 Closed
NC
1958
NinePointTwo Capital
California
– -$203K -2,433 Closed
CWA
1959
Cornerstone Wealth Advisors
Minnesota
– -$203K -2,424 Closed
WBG
1960
Wharton Business Group
Pennsylvania
– -$203K -2,424 Closed
PAM
1961
PVG Asset Management
Colorado
– -$202K -2,417 Closed
WIA
1962
Westbourne Investment Advisors
Maryland
– -$202K -2,416 Closed
FWM
1963
Finer Wealth Management
Massachusetts
– -$202K -2,412 Closed
AIS
1964
AM Investment Strategies
Tennessee
– -$202K -2,409 Closed
IFWM
1965
Institute for Wealth Management
Colorado
– -$202K -2,408 Closed
ACA
1966
Affinity Capital Advisors
California
– -$201K -2,406 Closed
RG
1967
Renaissance Group
Kentucky
– -$201K -2,405 Closed
LCM
1968
LCM Capital Management
Illinois
– -$200K -2,393 Closed
III
1969
Independent Investors Inc
New York
– -$200K -2,392 Closed
PWS
1970
Private Wealth Strategies
Ohio
– -$200K -2,392 Closed
TC
1971
TradeLink Capital
Illinois
– -$200K -2,392 Closed
WCWM
1972
Willow Creek Wealth Management
California
– -$200K -2,391 Closed
WPP
1973
Whalerock Point Partners
Rhode Island
– -$195K -2,335 Closed
WTG
1974
West Tower Group
Virginia
– -$161K -1,924 Closed
LSA
1975
Lion Street Advisors
Texas
– -$275K -1,843 Closed