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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1976
Founders Financial Alliance
North Carolina
– -$115K -2,270 Closed
AWM
1977
Adams Wealth Management
Utah
– -$102K -2,040 Closed
SBSB
1978
Sullivan, Bruyette, Speros & Blaney
Virginia
– -$100K -2,000 Closed
M
1979
Mirova
France
– -$98K -1,960 Closed
SC
1980
Solstein Capital
California
– -$95K -1,890 Closed
PWM
1981
Provident Wealth Management
Tennessee
– -$82K -1,640 Closed
NICM
1982
Neo Ivy Capital Management
New York
– -$65K -1,300 Closed
PFWA
1983
Paces Ferry Wealth Advisors
Georgia
– -$64K -1,280 Closed
JSC
1984
Jackson Square Capital
California
– -$58K -1,150 Closed
CCM
1985
Chiron Capital Management
Florida
– -$51K -1,010 Closed
CHAM
1986
Clear Harbor Asset Management
Connecticut
– -$50K -1,000 Closed
JWM
1987
Jeppson Wealth Management
California
– -$33K -650 Closed
NR
1988
Newfound Research
Massachusetts
– -$31K -620 Closed
VRM
1989
Vectors Research Management
New York
– -$10K -200 Closed
HGWM
1990
Harvest Group Wealth Management
Massachusetts
– -$9K -170 Closed
DTIM
1991
Danda Trouve Investment Management
Kansas
– -$8K -150 Closed
DI
1992
Disciplined Investments
Oklahoma
– -$7K -130 Closed
NIC
1993
Northwest Investment Counselors
Oregon
– -$6K -110 Closed
HF
1994
Halpern Financial
Virginia
– -$4.5K -90 Closed
JFA
1995
JNBA Financial Advisors
Minnesota
– -$3K -50 Closed
EWM
1996
Edge Wealth Management
New York
– -$1K -10 Closed
MC
1997
Maplelane Capital
New York
– -$1K -10 Closed
PCA
1998
Providence Capital Advisors
North Carolina
– -$1K -10 Closed
76 77 78 79
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