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Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1976
Enterprise Bank & Trust
Massachusetts
$12.3M -$29.2K -159 -0.2%
UHC
1977
Union Heritage Capital
Michigan
$12.3M – – –
PFWA
1978
Paces Ferry Wealth Advisors
Georgia
$12.3M -$164K -893 -1%
FFS
1979
Founders Financial Securities
Maryland
$12.3M -$130K -708 -1%
HWAM
1980
Hennion & Walsh Asset Management
New Jersey
$12.3M -$1.7M -9,288 -11%
SIA
1981
SeaBridge Investment Advisors
New Jersey
$12.3M +$153K +835 +1%
MCM
1982
McDonough Capital Management
Florida
$12.3M +$209K +1,140 +2%
UF
1983
Univest Financial
Pennsylvania
$12.3M -$1.5M -8,205 -10%
MC
1984
Mathes Company
New York
$12.3M -$337K -1,838 -2%
HCA
1985
Harbour Capital Advisors
Virginia
$12.3M +$36.7K +200 +0.3%
BCM
1986
Birch Capital Management
Texas
$12.3M -$164K -892 -1%
DFA
1987
Delta Financial Advisors
Louisiana
$12.3M +$1.47K +8 +0%
TWM
1988
TriaGen Wealth Management
California
$12.3M +$2.38K +13 +0%
CCM
1989
Carlson Capital Management
Minnesota
$12.2M +$3.21M +17,492 +32%
JJBC
1990
James J. Burns & Company
New York
$12.2M -$713K -3,890 -5%
SFS
1991
Summit Financial Strategies
Ohio
$12.2M +$1.16M +6,319 +10%
FWM
1992
Fairhaven Wealth Management
Illinois
$12.2M +$338K +1,844 +3%
BWA
1993
Blodgett Wealth Advisors
California
$12.2M +$62.7K +342 +0.5%
LWMM
1994
Legacy Wealth Management (Mississippi)
Mississippi
$12.1M -$68.2K -372 -0.5%
SC
1995
Settian Capital
New York
$12.1M – – –
CIG
1996
Cairn Investment Group
Washington
$12.1M +$11.6K +63 +0.1%
PHS
1997
Pekin Hardy Strauss
Illinois
$12.1M -$20.7K -113 -0.2%
AR
1998
Advisory Research
Illinois
$12.1M -$140K -761 -1%
SC
1999
Solstein Capital
California
$12.1M – – –
NL
2000
NVWM LLC
Pennsylvania
$12.1M +$1.43M +7,816 +12%
78 79
80
81 82