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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1976
Westbourne Investment Advisors
Maryland
-$537K -2,803 Closed
CRWM
1977
Castle Rock Wealth Management
California
-$520K -2,794 Closed
FRA
1978
Frank Rimerman Advisors
California
-$514K -2,683 Closed
ESCM
1979
Echo Street Capital Management
New York
-$493K -2,576 Closed
CNB
1980
Camden National Bank
Maine
-$474K -2,473 Closed
TDC
1981
Thompson Davis & Co
Virginia
-$445K -2,325 Closed
MW
1982
MBL Wealth
North Carolina
-$439K -2,294 Closed
WCF
1983
West Coast Financial
California
-$436K -2,277 Closed
OR
1984
Olympiad Research
Connecticut
-$433K -2,263 Closed
MM
1985
MQS Management
New York
-$426K -2,225 Closed
FFG
1986
Ford Financial Group
California
-$413K -2,158 Closed
DWM
1987
Dakota Wealth Management
Florida
-$408K -2,127 Closed
CWMU
1988
Caliber Wealth Management (Utah)
Utah
-$405K -2,115 Closed
LI
1989
LMCG Investments
Massachusetts
-$403K -2,103 Closed
SCG
1990
Sonata Capital Group
Washington
-$398K -2,078 Closed
Fayez Sarofim & Co
1991
Fayez Sarofim & Co
Texas
-$394K -2,058 Closed
AF
1992
Affiance Financial
Minnesota
-$370K -1,931 Closed
MWM
1993
Minot Wealth Management
Massachusetts
-$351K -1,835 Closed
AIA
1994
Alera Investment Advisors
Illinois
-$335K -1,747 Closed
QP
1995
Quilter Plc
United Kingdom
-$332K -1,735 Closed
GKWIM
1996
Gerber Kawasaki Wealth & Investment Management
California
-$327K -1,710 Closed
GCA
1997
Gradient Capital Advisors
California
-$326K -1,702 Closed
DDPIC
1998
Deroy & Devereaux Private Investment Counsel
Michigan
-$326K -1,700 Closed
CSPAM
1999
Cary Street Partners Asset Management
Virginia
-$322K -1,682 Closed
OIM
2000
Oder Investment Management
California
-$321K -1,675 Closed