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Name Holding Trade Value Shares
Change 		Change in
Stake
WR
1976
WD Rutherford
Oregon
$4.97M +$79.3K +460 +2%
CBB
1977
Citizens Business Bank
California
$4.96M +$20.7K +120 +0.4%
QWM
1978
QP Wealth Management
New Jersey
$4.95M -$107K -620 -2%
LFF
1979
Level Four Financial
Texas
$4.95M +$96.6K +560 +2%
LAIC
1980
Lederer & Associates Investment Counsel
California
$4.93M -$3.45K -20 -0.1%
3CP
1981
3G Capital Partners
New York
$4.93M -$5.86M -34,000 -53%
AP
1982
Atlas Principals
North Carolina
$4.93M -$1.17M -6,800 -18%
BP
1983
Bandera Partners
New York
$4.93M – – –
CVSC
1984
C.V. Starr & Co
New York
$4.93M – – –
HHMI
1985
Howard Hughes Medical Institute
Maryland
$4.93M – – –
TC
1986
Teilinger Capital
Texas
$4.93M +$1.72M +10,000 +50%
MS
1987
Marshall & Sullivan
Washington
$4.92M +$103K +600 +2%
SC
1988
Saybrook Capital
North Carolina
$4.91M +$559K +3,240 +12%
5L
1989
55I LLC
Massachusetts
$4.91M +$1.99M +11,540 +63%
PWM
1990
Purus Wealth Management
California
$4.9M +$69K +400 +1%
MFA
1991
Mayflower Financial Advisors
Massachusetts
$4.9M +$750M +4,350,820 +16,480%
RC
1992
Rinet Company
Massachusetts
$4.9M +$2.04M +11,800 +65%
ETCM
1993
Evolutionary Tree Capital Management
Virginia
$4.89M +$559K +3,240 +12%
RCM
1994
Regency Capital Management
Hawaii
$4.89M +$424K +2,460 +9%
KFA
1995
Kelleher Financial Advisors
New York
$4.88M +$1.43M +8,280 +39%
CBFP
1996
Cedar Brook Financial Partners
Ohio
$4.88M -$79.3K -460 -2%
OPWM
1997
Oxinas Partners Wealth Management
Indiana
$4.86M -$210K -1,220 -4%
RMAM
1998
Raab & Moskowitz Asset Management
New Jersey
$4.86M +$62.1K +360 +1%
KMWM
1999
Keudell/Morrison Wealth Management
Oregon
$4.84M +$135K +780 +3%
GA
2000
GFS Advisors
Texas
$4.83M +$172K +1,000 +4%
78 79
80
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