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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1976
Orion Capital Management
California
– -$46.4K -800 Closed
CBT
1977
Central Bank & Trust
Kentucky
– -$46.1K -795 Closed
EC
1978
EdgeRock Capital
Colorado
– -$39.6K -682 Closed
FPB
1979
First PREMIER Bank
South Dakota
– -$29K -508 Closed
SWS
1980
SYSTM Wealth Solutions
Illinois
– -$28.8K -497 Closed
TFF
1981
The Family Firm
Maryland
– -$28.6K -492 Closed
RFA
1982
Register Financial Advisors
Georgia
– -$26.2K -451 Closed
RA
1983
Ransom Advisory
Rhode Island
– -$26.1K -450 Closed
ICM
1984
Ionic Capital Management
New York
– -$20.1K -300 Closed
BHWM
1985
Beaird Harris Wealth Management
Texas
– -$16.7K -288 Closed
RFG
1986
RFP Financial Group
Georgia
– -$14.2K -244 Closed
LTI
1987
Laffer Tengler Investments
Tennessee
– -$13.3K -230 Closed
UWS
1988
Unique Wealth Strategies
Illinois
– -$13.3K -199 Closed
TWP
1989
Triad Wealth Partners
Kansas
– -$11.5K -198 Closed
FCG
1990
Financial Connections Group
California
– -$11K -195 Closed
CAM
1991
Creekmur Asset Management
Illinois
– -$9.87K -170 Closed
SSG
1992
Summit Securities Group
New York
– -$8K -138 Closed
SA
1993
Scarborough Advisors
Maryland
– -$6.15K -106 Closed
IA
1994
Icon Advisers
Colorado
– -$4.64K -80 Closed
PPA
1995
Painted Porch Advisors
California
– -$3.48K -60 Closed
PLU
1996
Performa Ltd (US)
South Carolina
– -$2.96K -51 Closed
FW
1997
Fairway Wealth
Ohio
– -$2.55K -44 Closed
WIA
1998
Wetzel Investment Advisors
Indiana
– -$2.81K -42 Closed
BL
1999
BFSG LLC
California
– -$1.45K -25 Closed
CAM
2000
Clarity Asset Management
Iowa
– -$566 -10 Closed
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