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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1976
LBMC Investment Advisors
Tennessee
$658K -$1.78M -3,468 -75%
CA
1977
Claro Advisors
Massachusetts
$658K +$64K +125 +12%
VA
1978
Valmark Advisers
Ohio
$657K -$13.8K -27 -2%
NA
1979
Nottingham Advisors
New York
$657K – – –
HMS
1980
Hanseatic Management Services
New Mexico
$651K +$8.2K +16 +1%
SSW
1981
Smith Shellnut Wilson
Mississippi
$648K -$51.2K -100 -8%
MWC
1982
MBM Wealth Consultants
Missouri
$648K -$16.4K -32 -3%
EM
1983
Excalibur Management
Massachusetts
$648K +$34.8K +68 +6%
FAM
1984
Fred Alger Management
New York
$648K +$585K +1,142 New
UCB
1985
United Community Bank
South Carolina
$647K +$584K +1,140 New
ALAM
1986
Asahi Life Asset Management
Japan
$647K -$261K -510 -31%
PWS
1987
Precision Wealth Strategies
Missouri
$647K +$37.4K +73 +7%
VWM
1988
Valley Wealth Managers
New Jersey
$646K – – –
MS
1989
Marshall & Sullivan
Washington
$646K +$11.3K +22 +2%
GA
1990
Greenspring Advisors
Maryland
$640K +$578K +1,128 New
HAIM
1991
Hunter Associates Investment Management
Pennsylvania
$638K -$193K -377 -25%
LRIA
1992
Leonard Rickey Investment Advisors
Washington
$635K +$24.1K +47 +4%
PCM
1993
Penserra Capital Management
California
$632K -$131K -256 -17%
MWP
1994
Madison Wealth Partners
Wisconsin
$632K – – –
ARMT
1995
Amica Retiree Medical Trust
Rhode Island
$631K -$87.1K -170 -13%
SC
1996
Solstein Capital
California
$628K +$564K +1,101 +18,350%
OFS
1997
OneAscent Financial Services
Alabama
$626K -$337K -657 -37%
FC
1998
Financial Consulate
Maryland
$626K -$5.12K -10 -0.9%
TCPWM
1999
Traverso Chambers Private Wealth Management
California
$626K – – –
LFG
2000
Larson Financial Group
Missouri
$626K +$7.68K +15 +1%
78 79
80
81 82