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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1976
Kanawha Capital Management
Virginia
$564K -$5.49K -10 -0.9%
FWM
1977
FFT Wealth Management
Pennsylvania
$564K +$57.6K +105 +11%
NGA
1978
Naples Global Advisors
Florida
$564K +$19.2K +35 +3%
PFA
1979
Pure Financial Advisors
California
$563K +$8.23K +15 +1%
LA
1980
LVW Advisors
New York
$558K +$83.4K +152 +16%
SFG
1981
SevenBridge Financial Group
Pennsylvania
$555K +$142K +259 +31%
EAM
1982
Evanson Asset Management
California
$555K -$37.3K -68 -6%
OWM
1983
Opes Wealth Management
California
$554K +$1.65K +3 +0.3%
PBK
1984
Peoples Bank (Kansas)
Kansas
$553K -$2.74K -5 -0.5%
RL
1985
Retireful LLC
Michigan
$553K +$586K +1,068 New
MJP
1986
Michael J. Puzo
$552K +$151K +276 +35%
CCAM
1987
Cascades Capital Asset Management
North Carolina
$550K +$582K +1,062 New
VA
1988
Verdad Advisers
Massachusetts
$548K +$581K +1,059 New
JWA
1989
JFS Wealth Advisors
Pennsylvania
$547K +$495K +903 +586%
AFG
1990
Allegheny Financial Group
Pennsylvania
$547K +$17K +31 +3%
AGA
1991
Accuvest Global Advisors
Utah
$546K +$572K +1,042 New
TIM
1992
Tevis Investment Management
Texas
$546K +$19.2K +35 +3%
JFG
1993
Jefferies Financial Group
New York
$541K -$10.5M -19,215 -95%
OC
1994
Oakworth Capital
Alabama
$541K +$53.2K +97 +10%
GAA
1995
Guardian Asset Advisors
Pennsylvania
$540K -$5.49K -10 -0.9%
MA
1996
MJP Associates
Connecticut
$539K -$46.1K -84 -7%
VCP
1997
Verus Capital Partners
Arizona
$537K -$24.1K -44 -4%
WHCI
1998
W.H. Cornerstone Investments
Massachusetts
$537K -$69.1K -126 -11%
BFIC
1999
Bedell Frazier Investment Counselling
California
$536K – – –
GTAM
2000
Global Trust Asset Management
Florida
$536K +$55.9K +102 +11%
78 79
80
81 82