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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
1976
Shine Investment Advisory Services
Colorado
$9K -$27.9K -350 -77%
IAS
1977
IMA Advisory Services
Colorado
$9K +$1.75K +22 +28%
CWAF
1978
Core Wealth Advisors (Florida)
Florida
$8K – – –
HFS
1979
HBC Financial Services
Washington
$7K +$319 +4 +2%
CP
1980
Corbenic Partners
Pennsylvania
$6K – – –
RA
1981
Rational Advisors
New York
$5K -$935K -11,718 -100%
NIM
1982
NuWave Investment Management
New Jersey
$5K -$645K -8,081 -99%
HFM
1983
Hartford Financial Management
Connecticut
$4K – – –
IF
1984
Ironwood Financial
Arizona
$4K – – –
PFG
1985
Pacific Financial Group
Washington
$4K +$3.43K +43 New
CAGAS
1986
Capital Advisory Group Advisory Services
Minnesota
$3K -$171K -2,150 -98%
HI
1987
Human Investing
Oregon
$2K -$20.7K -260 -90%
HGWM
1988
Harvest Group Wealth Management
Massachusetts
$2K -$6.38K -80 -80%
NC
1989
NewSquare Capital
Pennsylvania
$2K -$1.12K -14 -42%
CIR
1990
Clear Investment Research
Georgia
$2K – – –
PG
1991
Proffitt & Goodson
Tennessee
$2K – – –
TFA
1992
Transamerica Financial Advisors
Florida
$2K +$957 +12 New
DI
1993
Disciplined Investments
Oklahoma
$1K – – –
UFF
1994
USA Financial Formulas
Michigan
$1K – – –
FEG
1995
Financial Enhancement Group
Indiana
$1K +$1.2K +15 New
F
1996
F3Logic
Minnesota
$666 +$618K +7,748 New
MG
1997
MilWealth Group
Wisconsin
$258 – – –
FPP
1998
Findlay Park Partners
United Kingdom
– -$142M -1,925,641 Closed
HMP
1999
HS Management Partners
New York
– -$118M -1,604,000 Closed
DCP
2000
D1 Capital Partners
New York
– -$30.5M -415,000 Closed
78 79
80
81 82