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Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
1976
Flow Traders U.S.
New York
– -$410K -9,240 Closed
CAM
1977
Chesapeake Asset Management
New York
– -$324K -7,320 Closed
KI
1978
Koch Industries
Kansas
– -$307K -6,920 Closed
BCM
1979
Bluefin Capital Management
New York
– -$327K -6,860 Closed
BCM
1980
Bienville Capital Management
New York
– -$301K -6,800 Closed
ML
1981
McAdam LLC
Pennsylvania
– -$240K -5,420 Closed
SI
1982
Scout Investments
Missouri
– -$239K -5,400 Closed
NAM
1983
North American Management
Massachusetts
– -$233K -5,260 Closed
AO
1984
Allen Operations
New York
– -$232K -5,240 Closed
KFA
1985
Kelleher Financial Advisors
New York
– -$225K -5,080 Closed
CC
1986
Capital Counsel
New York
– -$223K -5,020 Closed
TWMH
1987
Tiedemann Wealth Management Holdings
New York
– -$204K -4,600 Closed
SLF
1988
Sun Life Financial
Ontario, Canada
– -$213 -3,780 Closed
ACS
1989
Archford Capital Strategies
Illinois
– -$153K -3,460 Closed
CYG
1990
Clean Yield Group
Vermont
– -$89K -2,000 Closed
BIG
1991
Bellwether Investment Group
Tennessee
– -$78K -1,760 Closed
FPTW
1992
Franklin, Parlapiano, Turner & Welch
Texas
– -$70K -1,580 Closed
FMA
1993
FNY Managed Accounts
New York
– -$44K -1,000 Closed
MDCM
1994
Morgan Dempsey Capital Management
Wisconsin
– -$44K -1,000 Closed
WAP
1995
Wealthcare Advisory Partners
Pennsylvania
– -$44K -1,000 Closed
MAS
1996
Madden Advisory Services
Florida
– -$21K -480 Closed
AWA
1997
Artemis Wealth Advisors
New York
– -$18.6K -420 Closed
RWG
1998
Regal Wealth Group
California
– -$5K -120 Closed
PHK
1999
Point72 Hong Kong
Hong Kong
– -$3K -60 Closed
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