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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DM
1976
Deerfield Management
New York
– -$364K -817 Closed
3IP
1977
3Chopt Investment Partners
Virginia
– -$362K -812 Closed
MCA
1978
MSH Capital Advisors
Arizona
– -$326K -731 Closed
CG
1979
Corundum Group
Colorado
– -$303K -680 Closed
MIC
1980
Meridian Investment Counsel
California
– -$301K -676 Closed
AP
1981
Appleton Partners
Massachusetts
– -$301K -675 Closed
JDR
1982
Jay D. Rosenbaum
– -$291K -653 Closed
MAG
1983
MRA Advisory Group
New Jersey
– -$291K -651 Closed
CWM
1984
Campbell Wealth Management
Virginia
– -$285K -640 Closed
WF
1985
Wayfinding Financial
Washington
– -$247K -554 Closed
WIC
1986
Wilkins Investment Counsel
Massachusetts
– -$239K -535 Closed
MPW
1987
MGO Private Wealth
California
– -$228K -511 Closed
TC
1988
TradeLink Capital
Illinois
– -$223K -500 Closed
NCM
1989
Next Capital Management
New York
– -$221K -495 Closed
CC
1990
Corton Capital
Ontario, Canada
– -$206K -462 Closed
EFSCE
1991
Enterprise Financial Services Corp (EFSC)
Missouri
– -$201K -450 Closed
FIA
1992
FNY Investment Advisers
New York
– -$191K -430 Closed
ORAM
1993
One River Asset Management
Connecticut
– -$193K -390 Closed
GI
1994
Gradient Investments
Minnesota
– -$95K -213 Closed
SWS
1995
SYSTM Wealth Solutions
Illinois
– -$66.7K -150 Closed
EC
1996
EdgeRock Capital
Colorado
– -$41.9K -94 Closed
DWA
1997
Delos Wealth Advisors
Texas
– -$20.1K -45 Closed
VWM
1998
Valley Wealth Managers
New Jersey
– -$19.6K -44 Closed
PG
1999
Proffitt & Goodson
Tennessee
– -$13.4K -30 Closed
TSWM
2000
Tyler-Stone Wealth Management
Ohio
– -$13.4K -30 Closed
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