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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1976
Arbor Investment Advisors
North Carolina
$1.62M – – –
PWA
1977
Physician Wealth Advisors
Utah
$1.62M -$6.08K -7 -0.4%
CFP
1978
Cascade Financial Partners
California
$1.62M +$10.4K +12 +0.7%
RCA
1979
Roberts Capital Advisors
Colorado
$1.61M – – –
MC
1980
Matisse Capital
Oregon
$1.61M +$434K +500 +38%
RIA
1981
Richwood Investment Advisors
Ohio
$1.6M -$52.1K -60 -3%
PTC
1982
Philadelphia Trust Company
Pennsylvania
$1.6M +$105K +121 +7%
SJIM
1983
St. Johns Investment Management
Florida
$1.6M -$55.5K -64 -3%
AIA
1984
Alera Investment Advisors
Illinois
$1.6M +$98.9K +114 +7%
CA
1985
Crewe Advisors
Utah
$1.6M -$777K -895 -33%
CFM
1986
Catalyst Funds Management
Australia
$1.6M +$1.56M +1,800 New
OWA
1987
Octavia Wealth Advisors
Ohio
$1.59M +$125K +144 +9%
BL
1988
Balentine LLC
Georgia
$1.59M +$1.56M +1,795 New
ECG
1989
Edge Capital Group
Georgia
$1.59M -$31.2K -36 -2%
KIC
1990
Keating Investment Counselors
Florida
$1.59M – – –
LDB
1991
Lee, Danner & Bass
Tennessee
$1.58M +$191K +220 +14%
PP
1992
Paloma Partners
Connecticut
$1.58M +$1.24M +1,432 +405%
FIM
1993
Freedom Investment Management
Connecticut
$1.58M -$580K -668 -27%
GF
1994
Gries Financial
Ohio
$1.58M +$581K +669 +60%
HGWM
1995
Horst & Graben Wealth Management
Oregon
$1.58M -$27.8K -32 -2%
GWWM
1996
Great Waters Wealth Management
Minnesota
$1.57M +$26K +30 +2%
PCWA
1997
Pacific Capital Wealth Advisors
California
$1.57M +$11.3K +13 +0.7%
EW
1998
Evoke Wealth
California
$1.57M +$1.53M +1,767 New
CCG
1999
Chatham Capital Group
Georgia
$1.57M +$40.8K +47 +3%
PCA
2000
Peddock Capital Advisors
Massachusetts
$1.56M -$20.8K -24 -1%
78 79
80
81 82