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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1976
Dakota Wealth Management
Florida
– -$205K -3,147 Closed
EWA
1977
Evolution Wealth Advisors
Florida
– -$203K -3,108 Closed
MIM
1978
Meridiem Investment Management
United Kingdom
– -$183K -2,800 Closed
WPWM
1979
Western Pacific Wealth Management
Illinois
– -$163K -2,500 Closed
QC
1980
Quent Capital
New York
– -$161K -2,465 Closed
HCP
1981
Hexagon Capital Partners
Arkansas
– -$140K -2,148 Closed
AIM
1982
Acropolis Investment Management
Missouri
– -$103K -1,585 Closed
CCG
1983
Ceeto Capital Group
Florida
– -$89K -1,370 Closed
TCM
1984
TruNorth Capital Management
Michigan
– -$80K -1,226 Closed
AFS
1985
Anderson Financial Strategies
Ohio
– -$76.1K -1,166 Closed
WF
1986
Wayfinding Financial
Washington
– -$63K -978 Closed
PC
1987
Promethos Capital
Massachusetts
– -$54.5K -835 Closed
BCPWM
1988
Bradley & Co Private Wealth Management
Florida
– -$53.8K -824 Closed
PA
1989
PSI Advisors
Florida
– -$53.6K -821 Closed
CWC
1990
Carolinas Wealth Consulting
North Carolina
– -$52.8K -810 Closed
CA
1991
Continuum Advisory
Idaho
– -$47.4K -726 Closed
WPA
1992
West Paces Advisors
Georgia
– -$37K -567 Closed
GCS
1993
Gordian Capital (Singapore)
Singapore
– -$30.8K -473 Closed
POIA
1994
Pin Oak Investment Advisors
Texas
– -$2K -447 Closed
FMTCOCP
1995
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$26K -400 Closed
CCM
1996
Cloud Capital Management
Washington
– -$24K -379 Closed
SCB
1997
Saudi Central Bank
Saudi Arabia
– -$24.5K -375 Closed
CWM
1998
Compass Wealth Management
Connecticut
– -$19.6K -300 Closed
LWANC
1999
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$16.3K -250 Closed
WAG
2000
Wiser Advisor Group
Arizona
– -$14.4K -221 Closed
78 79
80
81 82