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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
1976
Princeton Portfolio Strategies Group
New Jersey
$310K – – –
WPC
1977
White Pine Capital
Minnesota
$310K – – –
WWM
1978
Wolff Wiese Magana
California
$310K +$27.8K +80 +10%
RWA
1979
River Wealth Advisors
Pennsylvania
$309K +$27.2K +78 +10%
PS
1980
Planned Solutions
California
$307K – – –
GCP
1981
Gill Capital Partners
Colorado
$306K +$47.3K +136 +19%
AIP
1982
Ahrens Investment Partners
Louisiana
$305K -$6.96K -20 -2%
RP
1983
Riverbridge Partners
Minnesota
$303K +$1.39K +4 +0.5%
BL
1984
Balentine LLC
Georgia
$303K +$21.9K +63 +8%
CWP
1985
Capital Wealth Planning
Florida
$303K +$59.9K +172 +25%
EWA
1986
Evolution Wealth Advisors
Florida
$303K +$67.2K +193 +29%
CFA
1987
CWS Financial Advisors
Michigan
$303K +$95K +273 +47%
MIC
1988
Meridian Investment Counsel
California
$302K – – –
MS
1989
Marshall & Sullivan
Washington
$302K +$159K +458 +115%
FFA
1990
Founders Financial Alliance
North Carolina
$301K -$10.1K -29 -3%
AIA
1991
AIMZ Investment Advisors
California
$301K – – –
BHA
1992
Beech Hill Advisors
New York
$300K -$174K -500 -37%
BCAM
1993
Boston Common Asset Management
Massachusetts
$300K -$1.74K -5 -0.6%
JAG
1994
Journey Advisory Group
Kentucky
$299K +$295K +847 New
PFWA
1995
Paces Ferry Wealth Advisors
Georgia
$298K – – –
RDFA
1996
Ritter Daniher Financial Advisory
Ohio
$298K – – –
SNB
1997
Security National Bank
Nebraska
$298K +$67.9K +195 +30%
AAM
1998
Aureus Asset Management
Massachusetts
$297K -$84.9K -244 -22%
SCM
1999
SevenOneSeven Capital Management
Pennsylvania
$297K +$12.9K +37 +5%
VC
2000
Veery Capital
Delaware
$296K -$7.66K -22 -3%
78 79
80
81 82