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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1976
Cora Capital Advisors
New Jersey
– -$212K -1,316 Closed
BAM
1977
Brave Asset Management
New Jersey
– -$211K -1,313 Closed
ACM
1978
Alamar Capital Management
California
– -$209K -1,300 Closed
RIM
1979
Rockbridge Investment Management
New York
– -$209K -1,300 Closed
KWM
1980
Kingsman Wealth Management
Florida
– -$209K -1,297 Closed
LCWP
1981
Legacy Capital Wealth Partners
Arkansas
– -$209K -1,296 Closed
RA
1982
Rise Advisors
New York
– -$208K -1,295 Closed
PAM
1983
Pacific Asset Management
Washington
– -$207K -1,287 Closed
KV
1984
Kickstand Ventures
New York
– -$207K -1,285 Closed
CWP
1985
Curated Wealth Partners
California
– -$207K -1,284 Closed
AFA
1986
American Financial Advisors
Georgia
– -$206K -1,279 Closed
LOWM
1987
Laurel Oak Wealth Management
New Jersey
– -$206K -1,279 Closed
SA
1988
SPWM Advisors
Michigan
– -$205K -1,276 Closed
ESBC
1989
E.S. Barr & Co
Kentucky
– -$205K -1,275 Closed
RA
1990
Range Advisory
Virginia
– -$205K -1,275 Closed
AWA
1991
Acorn Wealth Advisors
Michigan
– -$204K -1,265 Closed
AGC
1992
August Group Capital
– -$203K -1,261 Closed
CSA
1993
Cottage Street Advisors
Massachusetts
– -$203K -1,260 Closed
DIM
1994
Delta Investment Management
California
– -$203K -1,260 Closed
LA
1995
Lifeworks Advisors
Michigan
– -$203K -1,258 Closed
ANTB
1996
AMG National Trust Bank
Colorado
– -$202K -1,252 Closed
FMI
1997
F/M Investments
District of Columbia
– -$201K -1,252 Closed
CCP
1998
Clarkston Capital Partners
Michigan
– -$201K -1,250 Closed
WPIC
1999
White Pine Investment Company
Michigan
– -$201K -1,250 Closed
SA
2000
Strategic Advocates
Utah
– -$132K -809 Closed
78 79
80
81 82