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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1976
Root Financial Partners
California
– -$198K -3,745 Closed
IA
1977
Integrity Alliance
Iowa
– -$198K -3,741 Closed
GM
1978
GeoWealth Management
Illinois
– -$182K -3,444 Closed
WP
1979
WealthShield Partners
North Carolina
– -$178K -3,362 Closed
AS
1980
Altshuler Shaham
Israel
– -$158K -2,990 Closed
RMC
1981
Resources Management Corp
Connecticut
– -$118K -2,242 Closed
HCS
1982
Himension Capital (Singapore)
Singapore
– -$99.9K -1,892 Closed
DWP
1983
Destiny Wealth Partners
Florida
– -$99.1K -1,877 Closed
SOW
1984
State of Wyoming
Wyoming
– -$97.5K -1,845 Closed
IAAG
1985
Innovative Asset Advisors Group
Connecticut
– -$91.6K -1,721 Closed
IWS
1986
Intentional Wealth Strategies
Colorado
– -$89.4K -1,693 Closed
TWM
1987
TopTier Wealth Management
Wisconsin
– -$83.8K -1,586 Closed
BCFD
1988
Boit C.F. David
– -$79.2K -1,500 Closed
SOAMC
1989
Spirit of America Management Corp
New York
– -$79.2K -1,500 Closed
BCM
1990
Birch Capital Management
Texas
– -$67.9K -1,286 Closed
BBPWM
1991
Blue Bell Private Wealth Management
Pennsylvania
– -$65.9K -1,248 Closed
MWC
1992
MBM Wealth Consultants
Missouri
– -$64K -1,212 Closed
LCA
1993
Legend Capital Advisors
New York
– -$57.6K -1,091 Closed
WSFG
1994
Wall Street Financial Group
Illinois
– -$54.2K -1,026 Closed
CB
1995
Centennial Bank
Arkansas
– -$52.8K -1,000 Closed
EP
1996
Essential Partners
California
– -$51K -966 Closed
WPWM
1997
Western Pacific Wealth Management
Illinois
– -$48.2K -912 Closed
GSEP
1998
Golden State Equity Partners
California
– -$45.9K -868 Closed
DI
1999
DAGCO Inc
Ohio
– -$35.7K -675 Closed
SA
2000
Scarborough Advisors
Maryland
– -$25.5K -482 Closed
78 79
80
81 82