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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1976
Column Capital Advisors
Indiana
$39K – – –
WAM
1977
Wolverine Asset Management
Illinois
$38K -$101K -525 -75%
T2I
1978
Turim 21 Investimentos
Brazil
$37K -$4.69M -24,422 -99%
CWM
1979
Curi Wealth Management
North Carolina
$37K +$33.8K +176 New
GTAM
1980
Global Trust Asset Management
Florida
$36K -$3.85K -20 -11%
TIM
1981
Tortoise Investment Management
New York
$35K – – –
FPB
1982
First PREMIER Bank
South Dakota
$34K – – –
TF
1983
TimeScale Financial
Massachusetts
$34K – – –
EWM
1984
Endurance Wealth Management
Rhode Island
$34K +$11.1K +58 +59%
CWAF
1985
Core Wealth Advisors (Florida)
Florida
$33K +$2.88K +15 +11%
KCM
1986
Kathmere Capital Management
Pennsylvania
$33K +$19.2K +100 +189%
CL
1987
COWA LLC
Oklahoma
$32K +$29.4K +153 New
FMB
1988
Field & Main Bank
Kentucky
$30K -$189K -985 -88%
HIM
1989
Hillsdale Investment Management
Ontario, Canada
$30K – – –
AFG
1990
Albion Financial Group
Utah
$30K +$27.3K +142 New
AIA
1991
Arcadia Investment Advisors
Idaho
$29.3K – – –
DWMG
1992
DB Wealth Management Group
California
$28K +$25K +130 New
HF
1993
Halpern Financial
Virginia
$27.8K – – –
PS
1994
Planned Solutions
California
$23K -$7.5K -39 -27%
JMF
1995
Johnson Midwest Financial
Iowa
$22K +$19.6K +102 New
PG
1996
Proffitt & Goodson
Tennessee
$21K -$1.92K -10 -9%
SQA
1997
Simon Quick Advisors
New Jersey
$21K – – –
SA
1998
SRH Advisors
Kansas
$21K – – –
CH
1999
Canton Hathaway
Rhode Island
$21K +$19.2K +100 New
CCC
2000
Crescent Capital Consulting
Louisiana
$21K +$19.2K +100 New
78 79
80
81 82