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Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
1976
Ground Swell Capital
South Carolina
– -$200K -2,307 Closed
FIA
1977
FNY Investment Advisers
New York
– -$187K -2,000 Closed
SC
1978
Skylands Capital
Wisconsin
– -$174K -2,000 Closed
GCM
1979
GKV Capital Management
California
– -$156K -1,800 Closed
LCM
1980
Lattice Capital Management
Washington
– -$122K -1,400 Closed
HCP
1981
Hexagon Capital Partners
Arkansas
– -$108K -1,246 Closed
AF
1982
Atala Financial
California
– -$101K -1,167 Closed
CWC
1983
Carolinas Wealth Consulting
North Carolina
– -$99.6K -1,146 Closed
WPA
1984
West Paces Advisors
Georgia
– -$71.3K -821 Closed
WF
1985
Wayfinding Financial
Washington
– -$61K -709 Closed
MIM
1986
Marshall Investment Management
Colorado
– -$53.2K -613 Closed
TCPG
1987
Trivant Custom Portfolio Group
California
– -$52.1K -600 Closed
SFGP
1988
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$44.6K -513 Closed
GFPC
1989
Global Financial Private Client
Florida
– -$43.4K -499 Closed
LWANC
1990
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$41K -472 Closed
CWM
1991
Compass Wealth Management
Connecticut
– -$39.1K -450 Closed
AT
1992
Avalon Trust
New Mexico
– -$36.9K -425 Closed
OSNBOA
1993
Old Second National Bank of Aurora
Illinois
– -$34.8K -400 Closed
HA
1994
Heartland Advisors
Wisconsin
– -$26.2K -302 Closed
AF
1995
Abound Financial
California
– -$21.7K -250 Closed
CCM
1996
Cloud Capital Management
Washington
– -$19K -223 Closed
WAG
1997
Wiser Advisor Group
Arizona
– -$19.2K -221 Closed
KIM
1998
Kestra Investment Management
Texas
– -$19K -219 Closed
RMC
1999
Resources Management Corp
Connecticut
– -$17K -200 Closed
FMTCOCP
2000
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$11K -130 Closed
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