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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
1976
First PREMIER Bank
South Dakota
$7K – – –
FG
1977
Fairman Group
Pennsylvania
$6.97K -$1.52K -3 -18%
SN
1978
Sittner & Nelson
Oregon
$6.97K – – –
TC
1979
Truvestments Capital
Florida
$6.97K – – –
NC
1980
NewSquare Capital
Pennsylvania
$6.97K +$7.1K +14 New
HWP
1981
Highline Wealth Partners
California
$6.49K -$507 -1 -7%
MAS
1982
MPWM Advisory Solutions
Georgia
$6.47K +$6.6K +13 New
JFA
1983
JNBA Financial Advisors
Minnesota
$5.98K – – –
TCA
1984
Trifecta Capital Advisors
Illinois
$5.98K – – –
FRA
1985
Front Row Advisors
California
$5.98K – – –
WIM
1986
Westside Investment Management
California
$5.98K – – –
BAM
1987
Byrne Asset Management
New Jersey
$5.98K +$6.09K +12 New
NWWA
1988
New Wave Wealth Advisors
Arkansas
$5.98K +$6.09K +12 New
SIC
1989
SJS Investment Consulting
Ohio
$5.48K -$1.01K -2 -15%
WCM
1990
WealthTrak Capital Management
Virginia
$5.48K +$5.58K +11 New
CIM
1991
Contravisory Investment Management
Massachusetts
$5.48K – – –
VWWMG
1992
Vermillion & White Wealth Management Group
Pennsylvania
$5.48K – – –
LDB
1993
Lee, Danner & Bass
Tennessee
$5.48K +$5.58K +11 New
AEPWM
1994
Atlantic Edge Private Wealth Management
Florida
$4.98K -$11.2K -22 -69%
RAM
1995
Riggs Asset Management
Pennsylvania
$4.98K – – –
SCA
1996
Stuart Chaussee & Associates
California
$4.98K – – –
BA
1997
Bellwether Advisors
Nebraska
$4.98K +$5.07K +10 New
SPF
1998
South Plains Financial
Texas
$4.98K +$5.07K +10 New
TCM
1999
TD Capital Management
Tennessee
$4.5K – – –
TLCM
2000
Twin Lakes Capital Management
California
$4.13K – – –
78 79
80
81 82