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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1976
Evolution Wealth Advisors
Florida
– -$62K -612 Closed
BRC
1977
Bell Rock Capital
Delaware
– -$60K -587 Closed
PA
1978
PSI Advisors
Florida
– -$37K -371 Closed
MS
1979
Mizuho Securities
Japan
– -$31K -310 Closed
CWA
1980
Capital Wealth Alliance
Arizona
– -$20K -205 Closed
TFA
1981
Tobias Financial Advisors
Florida
– -$20K -200 Closed
CHAM
1982
Clear Harbor Asset Management
Connecticut
– -$19.5K -192 Closed
CI
1983
Cordant Inc
Oregon
– -$15K -147 Closed
LFA
1984
Lighthouse Financial Advisors
Maryland
– -$14K -143 Closed
RFWA
1985
RPg Family Wealth Advisory
Massachusetts
– -$11K -109 Closed
LF
1986
Lee Financial
Texas
– -$8K -77 Closed
TCWM
1987
Total Clarity Wealth Management
Illinois
– -$6K -55 Closed
DTIM
1988
Danda Trouve Investment Management
Kansas
– -$5K -50 Closed
PWP
1989
Personal Wealth Partners
Minnesota
– -$5K -50 Closed
FPFS
1990
First Personal Financial Services
North Carolina
– -$3K -32 Closed
LWM
1991
Lionsbridge Wealth Management
Florida
– -$2K -29 Closed
CCM
1992
Copeland Capital Management
Pennsylvania
– -$3K -26 Closed
APC
1993
Aspire Private Capital
North Carolina
– -$2.33K -25 -89%
THWM
1994
Taylor Hoffman Wealth Management
Virginia
– -$2K -22 Closed
NIM
1995
NuWave Investment Management
New Jersey
– -$2K -18 Closed
PW
1996
Price Wealth
Texas
– -$1K -13 Closed
LAS
1997
Lloyd Advisory Services
Georgia
– -$1K -10 Closed
BCI
1998
Brinker Capital Investments
Pennsylvania
– -$1K -7 Closed
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