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Name Holding Trade Value Shares
Change
Change in
Stake
ATWA
1976
Arbor Trust Wealth Advisors
Michigan
-$267K -3,038 Closed
LW
1977
Linscomb Wealth
Texas
-$263K -2,997 Closed
MTIM
1978
Marathon Trading Investment Management
Pennsylvania
-$263K -2,990 Closed
QCIG
1979
Quad-Cities Investment Group
Iowa
-$261K -2,968 Closed
CCMG
1980
Clark Capital Management Group
Pennsylvania
-$256K -2,918 Closed
TW
1981
TrinityPoint Wealth
Connecticut
-$256K -2,907 Closed
MFG
1982
Monte Financial Group
Connecticut
-$251K -2,860 Closed
TI
1983
Truepoint Inc
Ohio
-$250K -2,841 Closed
CRI
1984
Colonial River Investments
Virginia
-$244K -2,772 Closed
MC
1985
Middleton & Co
Massachusetts
-$243K -2,770 Closed
NAMM
1986
NorthStar Asset Management (Massachusetts)
Massachusetts
-$242K -2,759 Closed
KMWM
1987
Keudell/Morrison Wealth Management
Oregon
-$238K -2,703 Closed
IWP
1988
Icon Wealth Partners
Texas
-$236K -2,684 Closed
IWA
1989
Intercontinental Wealth Advisors
Texas
-$235K -2,679 Closed
SHGA
1990
Sand Hill Global Advisors
California
-$223K -2,540 Closed
JAG
1991
Journey Advisory Group
Kentucky
-$222K -2,528 Closed
HIG
1992
Heritage Investment Group
Florida
-$222K -2,525 Closed
RBFC
1993
Roman Butler Fullerton & Co
Missouri
-$220K -2,525 Closed
KFS
1994
Kurt F. Somerville
-$219K -2,495 Closed
IF
1995
Ironwood Financial
Arizona
-$218K -2,485 Closed
CCP
1996
Carmel Capital Partners
California
-$218K -2,479 Closed
MW
1997
Marcum Wealth
Ohio
-$217K -2,465 Closed
KF
1998
Krilogy Financial
Missouri
-$216K -2,457 Closed
FSI
1999
Flow State Investments
Illinois
-$216K -2,453 Closed
RIA
2000
Richwood Investment Advisors
Ohio
-$214K -2,436 Closed