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Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
1976
Mechanics Bank - Trust Department
California
$13.4M +$93.4K +372 +0.7%
CNBT
1977
Canandaigua National Bank & Trust
New York
$13.3M +$14M +55,944 New
TBA
1978
Tower Bridge Advisors
Pennsylvania
$13.3M +$59.5K +237 +0.4%
KA
1979
Kerrisdale Advisers
Florida
$13.3M -$717K -2,855 -5%
GPWM
1980
Grant Private Wealth Management
California
$13.3M +$2.09M +8,325 +18%
PWW
1981
Pettyjohn Wood & White
Virginia
$13.3M +$31.9K +127 +0.2%
RFN
1982
RDA Financial Network
Iowa
$13.3M +$101K +404 +0.7%
CM
1983
Cercano Management
Washington
$13.3M -$58.4M -232,571 -81%
TWM
1984
TLW Wealth Management
Florida
$13.3M -$310K -1,235 -2%
SLWA
1985
San Luis Wealth Advisors
California
$13.2M +$190K +756 +1%
LA
1986
LVW Advisors
New York
$13.2M +$197K +784 +1%
GSIAS
1987
Garden State Investment Advisory Services
New Jersey
$13.2M +$208K +829 +2%
MFS
1988
Mattson Financial Services
Michigan
$13.2M -$966K -3,849 -7%
BCCM
1989
Black Cypress Capital Management
Florida
$13.2M -$704K -2,806 -5%
TL
1990
Tradewinds LLC
North Carolina
$13.2M -$11.8M -47,005 -87%
MIM
1991
Marco Investment Management
Georgia
$13.2M -$501K -1,997 -3%
FAM
1992
Fairtree Asset Management
South Africa
$13.1M +$1.22M +4,879 +10%
OAM
1993
Occidental Asset Management
California
$13.1M +$1.35M +5,373 +11%
ERIC
1994
Eagle Rock Investment Company
Georgia
$13.1M +$2.5M +9,977 +22%
RCAP
1995
Resolute Capital Asset Partners
Colorado
$13.1M +$5.19M +20,659 +60%
LFP
1996
Leeward Financial Partners
Washington
$13.1M -$308K -1,227 -2%
JFGIW
1997
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13M -$1.12M -4,449 -8%
HAM
1998
Harmony Asset Management
Arizona
$13M -$553K -2,205 -4%
MCCP
1999
Mission Creek Capital Partners
California
$13M +$99.1K +395 +0.7%
CPC
2000
Congress Park Capital
New York
$13M +$230K +915 +2%