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Wealth Management
Bold
indicates Berkshire Capital client
Date Announced
Seller
Buyer
Type
AUM ($mm)
August 2005
Kobren Insight Management
E*Trade Financial Corporation
WM
1,000
July 2005
West Financial Services, Inc.
Sandy Spring Bancorp, Inc.
WM
550
March 2005
Weston Financial Group, Inc.
The Washington Trust Company (Washington Trust Bancorp, Inc.)
WM
1,200