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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1976
Perpetual Ltd
Australia
$19.5M +$4.1M +17,381 +29%
HNW
1977
High Note Wealth
Minnesota
$19.5M +$47.8K +203 +0.3%
ISB
1978
Iowa State Bank
Iowa
$19.5M -$35.8K -152 -0.2%
AFG
1979
Allegheny Financial Group
Pennsylvania
$19.5M -$277K -1,177 -1%
KA
1980
KLCM Advisors
Wisconsin
$19.5M -$325K -1,380 -2%
PWPS
1981
Pinnacle Wealth Planning Services
Ohio
$19.5M -$4.56M -19,353 -20%
KAM
1982
Knightsbridge Asset Management
California
$19.5M -$300K -1,273 -2%
CAC
1983
Certified Advisory Corp
Florida
$19.5M -$63.9K -271 -0.3%
KWM
1984
Keebeck Wealth Management
Illinois
$19.5M -$11.3K -48 -0.1%
PWAM
1985
Papamarkou Wellner Asset Management
New York
$19.5M +$18.3M +77,805 New
WC
1986
Waterloo Capital
Texas
$19.5M +$615K +2,611 +3%
LOPW
1987
Live Oak Private Wealth
North Carolina
$19.4M -$675K -2,864 -4%
HA
1988
Hamel Associates
New Jersey
$19.4M -$418K -1,773 -2%
TWM
1989
Tanager Wealth Management
United Kingdom
$19.4M -$3.12M -13,231 -15%
RFMS
1990
RWQ Financial Management Services
Florida
$19.4M -$12.2M -51,897 -40%
NF
1991
Nikulski Financial
Iowa
$19.4M -$419K -1,776 -2%
AWCI
1992
Alpine Woods Capital Investors
New York
$19.3M -$723K -3,068 -4%
GPI
1993
General Partner Inc
Pennsylvania
$19.3M -$480K -2,035 -3%
NCM
1994
Neumann Capital Management
California
$19.3M -$584K -2,480 -3%
HI
1995
Humankind Investments
New York
$19.3M +$185K +787 +1%
CPC
1996
Consolidated Planning Corp
Georgia
$19.3M +$713K +3,026 +4%
APW
1997
Austin Private Wealth
Texas
$19.3M +$104K +441 +0.6%
LI
1998
LRI Investments
Florida
$19.3M +$65K +276 +0.4%
TA
1999
TFG Advisers
Michigan
$19.3M -$212K -898 -1%
EI
2000
Ellevest Inc
New York
$19.2M -$7.1M -30,113 -28%
78 79
80
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