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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
RBCM
1976
Raub Brock Capital Management
California
$692K -$76.1K -145 -11%
NCM
1977
Northside Capital Management
Oregon
$691K – – –
PL
1978
Parthenon LLC
Kentucky
$690K – – –
HT
1979
HighTower Trust
Texas
$689K -$35.2K -67 -5%
SAF
1980
Smith Anglin Financial
Texas
$688K -$10.5K -20 -2%
CG
1981
Carmignac Gestion
France
$685K -$86.8M -165,396 -99%
LPT
1982
Legacy Private Trust
Wisconsin
$685K +$46.7K +89 +8%
KA
1983
Klingman & Associates
New York
$683K +$4.72K +9 +0.8%
BIP
1984
Blueprint Investment Partners
North Carolina
$681K +$125K +239 +25%
HI
1985
HBK Investments
Texas
$678K -$2.01M -3,834 -77%
CFG
1986
CKW Financial Group
Hawaii
$677K – – –
MW
1987
MBL Wealth
North Carolina
$677K +$617K +1,175 New
ZIMP
1988
Zimmermann Investment Management & Planning
Pennsylvania
$676K +$57.2K +109 +10%
MWP
1989
Madison Wealth Partners
Wisconsin
$675K +$31K +59 +5%
CPA
1990
Court Place Advisors
Maryland
$674K -$1.2M -2,290 -66%
GL
1991
Graypoint LLC
New York
$674K +$216K +411 +54%
WMA
1992
Wealth Management Associates
New Jersey
$674K – – –
FOA
1993
Five Oceans Advisors
California
$673K +$4.2K +8 +0.7%
PWM
1994
PBMares Wealth Management
Virginia
$673K +$141K +268 +30%
GCP
1995
GSA Capital Partners
United Kingdom
$671K -$985K -1,877 -62%
XWM
1996
Xcel Wealth Management
Florida
$670K -$22K -42 -3%
PWS
1997
Precision Wealth Strategies
Missouri
$670K +$12.6K +24 +2%
IF
1998
Integrity Financial
Wyoming
$667K -$426K -812 -41%
NA
1999
Nottingham Advisors
New York
$667K – – –
SP
2000
Successful Portfolios
Florida
$662K +$32K +61 +6%
78 79
80
81 82