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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1976
Nations Financial Group
Iowa
– -$491K -17,118 Closed
GHI
1977
Gross & Hartman Investments
Pennsylvania
– -$487K -16,974 Closed
BCFD
1978
Boit C.F. David
– -$482K -16,772 Closed
DDC
1979
DF Dent & Co
Maryland
– -$476K -16,584 Closed
CM
1980
Capula Management
Cayman Islands
– -$470K -16,358 Closed
VWM
1981
Venturi Wealth Management
Texas
– -$462K -16,084 Closed
SFC
1982
SYM Financial Corp
Indiana
– -$448K -15,598 Closed
IDA
1983
Intelligence Driven Advisers
California
– -$447K -15,564 Closed
IWA
1984
Invera Wealth Advisors
Oregon
– -$420K -14,637 Closed
LCG
1985
Lakeshore Capital Group
Illinois
– -$420K -14,624 Closed
AWA
1986
ARQ Wealth Advisors
Arizona
– -$418K -14,550 Closed
BCM
1987
Becker Capital Management
Oregon
– -$413K -14,399 Closed
SFM
1988
Soros Fund Management
New York
– -$413K -14,389 Closed
PAM
1989
Paradigm Asset Management
New York
– -$402K -14,000 Closed
ASBI
1990
American State Bank (Iowa)
Iowa
– -$400K -13,924 Closed
RDWM
1991
Red Door Wealth Management
Tennessee
– -$389K -13,536 Closed
UAML
1992
US Asset Management LLC
Pennsylvania
– -$387K -13,484 Closed
UAS
1993
United Asset Strategies
New York
– -$383K -13,339 Closed
GCC
1994
Game Creek Capital
Massachusetts
– -$377K -13,125 Closed
ET
1995
Equitable Trust
Tennessee
– -$373K -12,992 Closed
KP
1996
Keel Point
Alabama
– -$370K -12,899 Closed
WG
1997
Wellington Group
Indiana
– -$368K -12,811 Closed
WRPWM
1998
Werba Rubin Papier Wealth Management
California
– -$362K -12,597 Closed
EW
1999
Evoke Wealth
California
– -$361K -12,579 Closed
IFU
2000
iSAM Funds (UK)
United Kingdom
– -$353K -12,288 Closed
78 79
80
81 82