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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
1976
Oliver Luxxe Assets
New Jersey
$547K – – –
TA
1977
TFB Advisors
Kansas
$547K -$15.1K -39 -3%
LSWP
1978
Liberty Square Wealth Partners
Pennsylvania
$546K +$600K +1,546 New
MCM
1979
M1 Capital Management
Michigan
$546K +$584K +1,505 New
MG
1980
Marex Group
$546K -$354K -914 -38%
OCM
1981
Objective Capital Management
Ohio
$545K -$128K -331 -18%
RC
1982
RBO & Co
California
$544K – – –
FI
1983
Fractal Investments
Connecticut
$544K +$310K +800 +114%
CCM
1984
Chickasaw Capital Management
Tennessee
$544K – – –
BIA
1985
Bigelow Investment Advisors
Maine
$543K -$30.6K -79 -5%
CFAM
1986
Center For Asset Management
Florida
$543K +$388 +1 +0.1%
MCB
1987
Morton Community Bank
Illinois
$542K +$251K +647 +76%
AGAM
1988
Audent Global Asset Management
California
$539K +$576K +1,486 New
CAM
1989
Costello Asset Management
Pennsylvania
$537K -$605K -1,560 -51%
AIIMS
1990
Analyst IMS Investment Management Services
Israel
$537K +$105K +270 +22%
LCM
1991
Leisure Capital Management
California
$536K – – –
CH
1992
Cromwell Holdings
Wyoming
$535K – – –
ICM
1993
IMS Capital Management
Oregon
$535K – – –
RWB
1994
RMR Wealth Builders
New Jersey
$535K +$23.3K +60 +4%
QC
1995
Quent Capital
New York
$535K -$26.8K -69 -4%
FFO
1996
Fortitude Family Office
Arizona
$535K +$19.8K +51 +4%
APW
1997
Acima Private Wealth
Virginia
$534K – – –
GWAG
1998
Garrett Wealth Advisory Group
Texas
$533K +$114K +295 +25%
LC
1999
Landaas & Company
Wisconsin
$533K +$66.7K +172 +13%
RSVP
2000
Ramsay Stattman Vela & Price
Colorado
$533K -$58.6K -151 -9%
78 79
80
81 82