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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1976
MCF Advisors
Kentucky
$452K -$157K -490 -28%
TBNY
1977
Trustco Bank (New York)
New York
$451K -$47.9K -150 -11%
GWMR
1978
GC Wealth Management RIA
Massachusetts
$448K +$43.1K +135 +12%
NLP
1979
Next Level Private
New York
$447K – – –
CWM
1980
Calamos Wealth Management
Illinois
$444K -$173K -540 -31%
BBNA
1981
Bremer Bank National Association
Minnesota
$442K +$28.4K +89 +8%
FNT
1982
First Nebraska Trust
Nebraska
$442K -$16K -50 -4%
CCM
1983
Canal Capital Management
Virginia
$442K -$5.11K -16 -1%
GP
1984
Greenline Partners
New York
$442K – – –
ACM
1985
Andina Capital Management
Utah
$441K +$97.5K +305 +34%
MJRIC
1986
Mogy Joel R Investment Counsel
California
$440K +$44.7K +140 +13%
CWA
1987
CJM Wealth Advisers
Virginia
$439K -$1.6K -5 -0.4%
MHR
1988
Matthew Hamilton Rosenberg
$439K -$56.6K -177 -13%
RCG
1989
Regatta Capital Group
California
$438K +$7.67K +24 +2%
HIIFS
1990
Harel Insurance Investments & Financial Services
Israel
$438K -$182K -569 -32%
FOA
1991
Five Oceans Advisors
California
$437K – – –
HBT
1992
Hills Bank & Trust
Iowa
$436K +$159K +499 +72%
GCP
1993
GSA Capital Partners
United Kingdom
$433K +$377K +1,181 New
ACM
1994
AUA Capital Management
Pennsylvania
$433K +$3.2K +10 +0.9%
MWP
1995
Meredith Wealth Planning
Illinois
$432K -$60.4K -189 -14%
KAM
1996
KEB Asset Management
Illinois
$432K – – –
DTC
1997
Davidson Trust Company
Washington
$431K – – –
OCBCO
1998
Oversea-Chinese Banking Corp (OCBC)
Singapore
$431K +$376K +1,177 New
GWAG
1999
Garrett Wealth Advisory Group
Texas
$431K -$8.63K -27 -2%
LWM
2000
Liberty Wealth Management
California
$429K -$17.3K -54 -4%
78 79
80
81 82