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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1976
Cottonwood Capital Advisors
Utah
– -$208K -1,278 Closed
MG
1977
Marex Group
– -$205K -1,258 Closed
RPWA
1978
Regent Peak Wealth Advisors
Georgia
– -$202K -1,242 Closed
BB
1979
Berkshire Bank
Massachusetts
– -$202K -1,241 Closed
MW
1980
Members Wealth
Pennsylvania
– -$202K -1,162 Closed
OLA
1981
Oliver Luxxe Assets
New Jersey
– -$206K -1,055 Closed
ACM
1982
Aster Capital Management
United Arab Emirates
– -$170K -1,045 Closed
VIA
1983
Virtus Investment Advisers
Connecticut
– -$168K -1,030 Closed
GC
1984
Gibson Capital
Pennsylvania
– -$167K -1,025 Closed
LFA
1985
LGT Financial Advisors
Texas
– -$122K -750 Closed
MME
1986
Meag Munich Ergo
Germany
– -$106K -651 Closed
VAG
1987
VisionPoint Advisory Group
Texas
– -$95.1K -585 Closed
EBA
1988
Eagle Bay Advisors
New York
– -$82.1K -504 Closed
CAS
1989
Coppell Advisory Solutions
Texas
– -$68.1K -420 Closed
GCM
1990
GKV Capital Management
California
– -$65.2K -400 Closed
KBFS
1991
Kohmann Bosshard Financial Services
Ohio
– -$65.2K -400 Closed
WWA
1992
Wingate Wealth Advisors
Massachusetts
– -$62.9K -386 Closed
BBPWM
1993
Blue Bell Private Wealth Management
Pennsylvania
– -$43.3K -266 Closed
TPW
1994
Talon Private Wealth
Florida
– -$37.8K -232 Closed
MCM
1995
MidAtlantic Capital Management
Virginia
– -$19.2K -118 Closed
CJL
1996
Cyrus J. Lawrence
New York
– -$17K -108 Closed
FIA
1997
FPC Investment Advisory
California
– -$17.4K -102 Closed
EPW
1998
Endeavor Private Wealth
Kansas
– -$16.2K -99 Closed
CCA
1999
Catalyst Capital Advisors
New York
– -$15K -92 Closed
SC
2000
Stance Capital
Massachusetts
– -$13.8K -85 Closed