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Name Holding Trade Value Shares
Change 		Change in
Stake
TWG
1976
The Wealth Group
Minnesota
– -$206K -1,384 Closed
IAG
1977
Investment Advisory Group
Massachusetts
– -$201K -1,350 Closed
ABWM
1978
Alpine Bank Wealth Management
Colorado
– -$174K -1,174 Closed
MSG
1979
Main Street Group
Virginia
– -$156K -1,050 Closed
MG
1980
Mather Group
Illinois
– -$133K -893 Closed
SIC
1981
Salem Investment Counselors
North Carolina
– -$89.2K -600 Closed
VC
1982
Vestor Capital
Illinois
– -$86K -577 Closed
FIA
1983
FNY Investment Advisers
New York
– -$81K -546 Closed
HC
1984
Hurley Capital
New York
– -$52K -350 Closed
HFS
1985
Hopwood Financial Services
Virginia
– -$45.3K -305 Closed
JWM
1986
JPL Wealth Management
Colorado
– -$32.1K -216 Closed
ACM
1987
Accent Capital Management
Ohio
– -$29.7K -200 Closed
CSB
1988
City State Bank
Iowa
– -$29.7K -200 Closed
HWA
1989
Heartwood Wealth Advisors
Virginia
– -$27.3K -184 Closed
FLFS
1990
Family Legacy Financial Solutions
North Carolina
– -$25.3K -170 Closed
EDRH
1991
Edmond de Rothschild Holding
Switzerland
– -$18K -121 Closed
PPA
1992
Painted Porch Advisors
California
– -$14.1K -95 Closed
PG
1993
Proffitt & Goodson
Tennessee
– -$13.5K -91 Closed
VWWMG
1994
Vermillion & White Wealth Management Group
Pennsylvania
– -$12.6K -85 Closed
CWA
1995
Carolina Wealth Advisors
South Carolina
– -$10.3K -69 Closed
EPW
1996
Evergreen Private Wealth
Colorado
– -$7.43K -50 Closed
TVWM
1997
Tower View Wealth Management
Wisconsin
– -$7.43K -50 Closed
WWA
1998
Wealth Watch Advisors
Colorado
– -$5.35K -36 Closed
APW
1999
Atlantic Private Wealth
North Carolina
– -$5.07K -34 Closed
EP
2000
Essential Partners
California
– -$3.71K -25 Closed
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