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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1976
Regent Peak Wealth Advisors
Georgia
-$202K -1,242 Closed
BB
1977
Berkshire Bank
Massachusetts
-$202K -1,241 Closed
MW
1978
Members Wealth
Pennsylvania
-$202K -1,162 Closed
OLA
1979
Oliver Luxxe Assets
New Jersey
-$206K -1,055 Closed
ACM
1980
Aster Capital Management
United Arab Emirates
-$170K -1,045 Closed
VIA
1981
Virtus Investment Advisers
Connecticut
-$168K -1,030 Closed
GC
1982
Gibson Capital
Pennsylvania
-$167K -1,025 Closed
LFA
1983
LGT Financial Advisors
Texas
-$122K -750 Closed
MME
1984
Meag Munich Ergo
Germany
-$106K -651 Closed
VAG
1985
VisionPoint Advisory Group
Texas
-$95.1K -585 Closed
EBA
1986
Eagle Bay Advisors
New York
-$82.1K -504 Closed
CAS
1987
Coppell Advisory Solutions
Texas
-$68.1K -420 Closed
GCM
1988
GKV Capital Management
California
-$65.2K -400 Closed
KBFS
1989
Kohmann Bosshard Financial Services
Ohio
-$65.2K -400 Closed
WWA
1990
Wingate Wealth Advisors
Massachusetts
-$62.9K -386 Closed
BBPWM
1991
Blue Bell Private Wealth Management
Pennsylvania
-$43.3K -266 Closed
TPW
1992
Talon Private Wealth
Florida
-$37.8K -232 Closed
MCM
1993
MidAtlantic Capital Management
Virginia
-$19.2K -118 Closed
CJL
1994
Cyrus J. Lawrence
New York
-$17K -108 Closed
FIA
1995
FPC Investment Advisory
California
-$17.4K -102 Closed
EPW
1996
Endeavor Private Wealth
Kansas
-$16.2K -99 Closed
CCA
1997
Catalyst Capital Advisors
New York
-$15K -92 Closed
SC
1998
Stance Capital
Massachusetts
-$13.8K -85 Closed
ATC
1999
Adirondack Trust Company
New York
-$13.4K -82 Closed
SVCP
2000
Silicon Valley Capital Partners
California
-$9.91K -61 Closed