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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1976
Sittner & Nelson
Oregon
$6.97K – – –
TC
1977
Truvestments Capital
Florida
$6.97K – – –
NC
1978
NewSquare Capital
Pennsylvania
$6.97K +$7.1K +14 New
HWP
1979
Highline Wealth Partners
California
$6.49K -$507 -1 -7%
MAS
1980
MPWM Advisory Solutions
Georgia
$6.47K +$6.6K +13 New
JFA
1981
JNBA Financial Advisors
Minnesota
$5.98K – – –
TCA
1982
Trifecta Capital Advisors
Illinois
$5.98K – – –
FRA
1983
Front Row Advisors
California
$5.98K – – –
WIM
1984
Westside Investment Management
California
$5.98K – – –
BAM
1985
Byrne Asset Management
New Jersey
$5.98K +$6.09K +12 New
NWWA
1986
New Wave Wealth Advisors
Arkansas
$5.98K +$6.09K +12 New
SIC
1987
SJS Investment Consulting
Ohio
$5.48K -$1.01K -2 -15%
WCM
1988
WealthTrak Capital Management
Virginia
$5.48K +$5.58K +11 New
CIM
1989
Contravisory Investment Management
Massachusetts
$5.48K – – –
VWWMG
1990
Vermillion & White Wealth Management Group
Pennsylvania
$5.48K – – –
LDB
1991
Lee, Danner & Bass
Tennessee
$5.48K +$5.58K +11 New
AEPWM
1992
Atlantic Edge Private Wealth Management
Florida
$4.98K -$11.2K -22 -69%
RAM
1993
Riggs Asset Management
Pennsylvania
$4.98K – – –
SCA
1994
Stuart Chaussee & Associates
California
$4.98K – – –
BA
1995
Bellwether Advisors
Nebraska
$4.98K +$5.07K +10 New
SPF
1996
South Plains Financial
Texas
$4.98K +$5.07K +10 New
TCM
1997
TD Capital Management
Tennessee
$4.5K – – –
TLCM
1998
Twin Lakes Capital Management
California
$4.13K – – –
MFG
1999
Mendota Financial Group
Wisconsin
$3.98K -$507 -1 -11%
CAC
2000
Core Alternative Capital
Georgia
$3.98K – – –
78 79
80
81 82