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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1976
Regency Capital Management
Hawaii
– -$275K -7,330 Closed
BBW
1977
Blue Barn Wealth
Utah
– -$273K -7,300 Closed
CWP
1978
Curated Wealth Partners
California
– -$440K -7,300 Closed
GPFA
1979
Game Plan Financial Advisors
Ohio
– -$273K -7,300 Closed
S
1980
swisspartners
Liechtenstein
– -$273K -7,290 Closed
BDF
1981
Balasa Dinverno & Foltz
– -$272K -7,270 Closed
SIM
1982
Sadoff Investment Management
Wisconsin
– -$270K -7,200 Closed
LRPA
1983
L. Roy Papp & Associates
Arizona
– -$269K -7,180 Closed
OWA
1984
Opal Wealth Advisors
New York
– -$267K -7,120 Closed
ICG
1985
InterOcean Capital Group
Tennessee
– -$265K -7,070 Closed
WJA
1986
Willis Johnson & Associates
Texas
– -$263K -7,020 Closed
GCM
1987
G2 Capital Management
Ohio
– -$262K -7,000 Closed
SCS
1988
Syquant Capital SAS
France
– -$262K -7,000 Closed
LA
1989
LexAurum Advisors
Kansas
– -$261K -6,970 Closed
VWM
1990
Venturi Wealth Management
Texas
– -$261K -6,960 Closed
SFG
1991
StrategIQ Financial Group
Indiana
– -$260K -6,930 Closed
MWM
1992
Modera Wealth Management
New Jersey
– -$259K -6,920 Closed
SW
1993
SkyOak Wealth
Michigan
– -$259K -6,910 Closed
NAMP
1994
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$258K -6,900 Closed
ACA
1995
Ackerman Capital Advisors
Texas
– -$258K -6,890 Closed
FWM
1996
Fairhaven Wealth Management
Illinois
– -$258K -6,880 Closed
NB
1997
NBT Bank
New York
– -$257K -6,870 Closed
IA
1998
IFG Advisory
Georgia
– -$255K -6,830 Closed
SFI
1999
SPC Financial Inc
Maryland
– -$255K -6,810 Closed
CIA
2000
Cladis Investment Advisory
Montana
– -$253K -6,750 Closed
78 79
80
81 82