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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2001
RFP Financial Group
Georgia
– -$12.5K -28 Closed
HDIM
2002
Hanson & Doremus Investment Management
Vermont
– -$11K -25 Closed
SA
2003
Scarborough Advisors
Maryland
– -$11.2K -25 Closed
RWMG
2004
Redwood Wealth Management Group
New Jersey
– -$10.3K -23 Closed
UWS
2005
Unique Wealth Strategies
Illinois
– -$6.81K -16 Closed
BC
2006
Belmont Capital
California
– -$6.69K -15 Closed
FCG
2007
Financial Connections Group
California
– -$6K -14 Closed
LIA
2008
Lynx Investment Advisory
District of Columbia
– -$5.35K -12 Closed
UFF
2009
USA Financial Formulas
Michigan
– -$5.35K -12 Closed
RCM
2010
Richardson Capital Management
Wisconsin
– -$4.46K -10 Closed
RWM
2011
Ruedi Wealth Management
Illinois
– -$4.46K -10 Closed
CC
2012
Cultivar Capital
Texas
– -$2.68K -6 Closed
CP
2013
Castleview Partners
Texas
– -$2.23K -5 Closed
FW
2014
Fairway Wealth
Ohio
– -$1.78K -4 Closed
IRC
2015
Investors Research Corp
Georgia
– -$1.78K -4 Closed
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