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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1976
Members Wealth
Pennsylvania
– -$221K -1,475 Closed
APP
1977
Avantax Planning Partners
Iowa
– -$214K -1,443 Closed
CAM
1978
Cidel Asset Management
Ontario, Canada
– -$213K -1,434 Closed
IAMOG
1979
Investors Asset Management of Georgia
Georgia
– -$212K -1,425 Closed
NC
1980
NovaPoint Capital
Georgia
– -$210K -1,413 Closed
FWA
1981
FSM Wealth Advisors
Ohio
– -$209K -1,410 Closed
TWG
1982
The Wealth Group
Minnesota
– -$206K -1,384 Closed
IAG
1983
Investment Advisory Group
Massachusetts
– -$201K -1,350 Closed
ABWM
1984
Alpine Bank Wealth Management
Colorado
– -$174K -1,174 Closed
MSG
1985
Main Street Group
Virginia
– -$156K -1,050 Closed
MG
1986
Mather Group
Illinois
– -$133K -893 Closed
SIC
1987
Salem Investment Counselors
North Carolina
– -$89.2K -600 Closed
VC
1988
Vestor Capital
Illinois
– -$86K -577 Closed
FIA
1989
FNY Investment Advisers
New York
– -$81K -546 Closed
HC
1990
Hurley Capital
New York
– -$52K -350 Closed
HFS
1991
Hopwood Financial Services
Virginia
– -$45.3K -305 Closed
JWM
1992
JPL Wealth Management
Colorado
– -$32.1K -216 Closed
ACM
1993
Accent Capital Management
Ohio
– -$29.7K -200 Closed
CSB
1994
City State Bank
Iowa
– -$29.7K -200 Closed
HWA
1995
Heartwood Wealth Advisors
Virginia
– -$27.3K -184 Closed
FLFS
1996
Family Legacy Financial Solutions
North Carolina
– -$25.3K -170 Closed
EDRH
1997
Edmond de Rothschild Holding
Switzerland
– -$18K -121 Closed
PPA
1998
Painted Porch Advisors
California
– -$14.1K -95 Closed
PG
1999
Proffitt & Goodson
Tennessee
– -$13.5K -91 Closed
VWWMG
2000
Vermillion & White Wealth Management Group
Pennsylvania
– -$12.6K -85 Closed
77 78 79
80
81