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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Affinity Wealth Management
Delaware
$591K +$602K +1,187 New
CLOS
1977
Compagnie Lombard Odier SCmA
Switzerland
$590K +$60.9K +120 +11%
PWM
1978
PBMares Wealth Management
Virginia
$584K +$25.4K +50 +4%
CVM
1979
Cheviot Value Management
California
$582K – – –
CIP
1980
Convergence Investment Partners
Florida
$581K -$5.07K -10 -0.8%
BEW
1981
Burton Enright Welch
California
$580K – – –
BSB
1982
Bangor Savings Bank
Maine
$578K +$1.01K +2 +0.2%
WTA
1983
Washington Trust Advisors
Massachusetts
$578K +$125K +247 +26%
KP
1984
Keel Point
Alabama
$576K -$2.03K -4 -0.4%
RBCM
1985
Raub Brock Capital Management
California
$576K – – –
ITFISA
1986
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$575K +$50.7K +100 +9%
MIM
1987
Montgomery Investment Management
Maryland
$575K -$50.7K -100 -8%
NCM
1988
Northside Capital Management
Oregon
$575K – – –
LBA
1989
Lowell Blake & Associates
Massachusetts
$575K +$342K +675 +129%
PL
1990
Parthenon LLC
Kentucky
$574K – – –
TFA
1991
Teamwork Financial Advisors
Texas
$572K -$569K -1,121 -48%
CFG
1992
CKW Financial Group
Hawaii
$572K – – –
EA
1993
Echo45 Advisors
California
$571K -$118K -232 -16%
SFG
1994
StrategIQ Financial Group
Indiana
$571K -$11.2K -22 -2%
KA
1995
Klingman & Associates
New York
$571K +$3.04K +6 +0.5%
SFG
1996
Synergy Financial Group
California
$570K +$89.8K +177 +17%
PFSC
1997
Peoples Financial Services Corp
Pennsylvania
$569K +$332K +655 +123%
NIC
1998
Northwest Investment Counselors
Oregon
$568K -$21.8K -43 -3%
LSA
1999
Leonteq Securities AG
Switzerland
$567K -$141K -278 -19%
BFIC
2000
Bedell Frazier Investment Counselling
California
$566K -$34K -67 -5%
78 79
80
81 82