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Name Holding Trade Value Shares
Change 		Change in
Stake
BS
1976
Bessemer Securities
New York
$11.9M -$1.27M -8,600 -11%
SWA
1977
Sutton Wealth Advisors
Florida
$11.8M -$9.08M -61,553 -46%
DFA
1978
Delta Financial Advisors
Louisiana
$11.8M -$197K -1,337 -2%
NIC
1979
Northwest Investment Counselors
Oregon
$11.8M -$16.1K -109 -0.2%
TWM
1980
TLW Wealth Management
Florida
$11.8M -$93.1K -631 -0.9%
LWMM
1981
Legacy Wealth Management (Mississippi)
Mississippi
$11.8M -$11.1K -75 -0.1%
EAMA
1982
EFG Asset Management (Americas)
Florida
$11.8M -$1.03M -6,976 -9%
MCM
1983
McDonough Capital Management
Florida
$11.8M -$3.1K -21 -0%
CCM
1984
Carmel Capital Management
California
$11.8M +$284K +1,925 +3%
TCM
1985
Trybe Capital Management
Connecticut
$11.7M -$4.19M -28,394 -29%
TIP
1986
Torray Investment Partners
Maryland
$11.7M -$90.2K -611 -0.9%
ITIM
1987
Indiana Trust & Investment Management
Indiana
$11.7M -$114K -770 -1%
KFA
1988
Kelleher Financial Advisors
New York
$11.7M -$242K -1,638 -2%
MGWM
1989
Marks Group Wealth Management
Minnesota
$11.7M -$1.81M -12,286 -15%
SC
1990
Settian Capital
New York
$11.7M – – –
OHWP
1991
Oak Harbor Wealth Partners
North Carolina
$11.7M -$49K -332 -0.5%
CCP
1992
Clough Capital Partners
Massachusetts
$11.7M – – –
HW
1993
Hedeker Wealth
Illinois
$11.7M -$264K -1,790 -2%
TPA
1994
Trivium Point Advisory
Connecticut
$11.7M +$160K +1,085 +2%
BWA
1995
Blodgett Wealth Advisors
California
$11.7M -$134K -909 -1%
WOSD
1996
WFA of San Diego
California
$11.6M -$638K -4,323 -6%
AT
1997
American Trust
Kentucky
$11.6M -$1.1M -7,487 -10%
SIA
1998
SeaBridge Investment Advisors
New Jersey
$11.6M -$368K -2,491 -3%
CMS
1999
Capital Market Strategies
Florida
$11.6M +$37.3K +253 +0.4%
KCM
2000
KRS Capital Management
Michigan
$11.6M -$46.5K -315 -0.4%
78 79
80
81 82