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Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1976
Citizens Business Bank
California
$5.84M +$828K +4,840 +16%
TWMP
1977
Taylor Wealth Management Partners
Massachusetts
$5.83M -$17.1K -100 -0.3%
HIP
1978
Harrell Investment Partners
Texas
$5.83M +$110K +640 +2%
EGA
1979
E&G Advisors
Texas
$5.83M -$27.4K -160 -0.5%
PAM
1980
Pegasus Asset Management
New York
$5.83M +$120K +700 +2%
TA
1981
TFG Advisers
Michigan
$5.82M -$51.3K -300 -0.9%
IC
1982
Iconiq Capital
California
$5.82M -$9.92M -57,980 -62%
MYIA
1983
Mount Yale Investment Advisors
Colorado
$5.79M +$578K +3,380 +11%
APGDR
1984
Absoluto Partners Gestao de Recursos
Brazil
$5.78M +$236K +1,380 +4%
SIA
1985
Soltis Investment Advisors
Utah
$5.77M -$2.48M -14,480 -30%
GIM
1986
Grassi Investment Management
California
$5.77M +$411K +2,400 +7%
TNAM
1987
Terra Nova Asset Management
New York
$5.75M -$75.3K -440 -1%
GCM
1988
Graham Capital Management
Connecticut
$5.75M +$5.91M +34,520 New
HWA
1989
HCR Wealth Advisors
California
$5.75M +$575K +3,360 +11%
SFM
1990
Signet Financial Management
New Jersey
$5.75M -$54.8K -320 -0.9%
LA
1991
LVW Advisors
New York
$5.75M -$561K -3,280 -9%
RIL
1992
Rothschild Investment LLC
Illinois
$5.74M +$116K +680 +2%
ATC
1993
Adirondack Trust Company
New York
$5.74M -$75.3K -440 -1%
TWM
1994
Tradition Wealth Management
Minnesota
$5.73M +$185K +1,080 +3%
FMB
1995
Field & Main Bank
Kentucky
$5.7M +$236K +1,380 +4%
OC
1996
Oakworth Capital
Alabama
$5.69M +$209K +1,220 +4%
RWM
1997
Refined Wealth Management
Utah
$5.67M +$147K +860 +3%
KFBMI
1998
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.67M – – –
BPIH
1999
Broad Peak Investment Holdings
Singapore
$5.67M +$5.82M +34,000 New
WPWM
2000
Western Pacific Wealth Management
Illinois
$5.66M +$5.81M +33,940 New
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80
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